使用设计文档模板在 Salesforce 中创建 DOCX、PPT 和 Microsoft 365 Word 模板。您还可以集成令牌或变量，以便从 JSON 合并数据。如果您已安装 Omnistudio 文档生成受管软件包，您可以通过在 Salesforce 设置中不启用“设计文档模板”来继续使用默认文档模板设计器。
位置：此更改适用于 Enterprise、Unlimited、Professional 和 Developer Edition 中的 Lightning Experience。
方式：从“设置”中，在快速查找方框中输入文档生成，选择通用设置，然后选择在 Salesforce 中设计文档模板。
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