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Salesforce Document Generation
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            Generate a Table of Contents Dynamically

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            Generate a Table of Contents Dynamically

            Synchronize heading titles and page numbers automatically within generated DOCX and PDF files. Use a dynamic Table of Contents (ToC) to maintain the navigation structure in documents where pagination fluctuates based on data injection, conditional clauses, or variable text.

            Required Editions

            REQUIRED EDITIONS
            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, Professional, and Developer Editions
            USER PERMISSIONS NEEDED  
            To create a template:

            DocGen Designer permission set

            AND

            Microsoft 365 Word User permission set

            OR

            Microsoft 365 Word Designer permission set

            Keep these considerations in mind while generating ToC’s for your specific document use case.

            • Dynamic ToC updates support documents up to 25 MB. Larger files can cause performance degradation or support limitations.

            • Server-side watermarks used with a dynamic ToC include only simple text. They don't support rich text, images, or hyperlinks.

            • ToC behavior depends on the generation process type and the final format of the document:
              • Generate (DOCX)—refreshes on download. Users should accept the Microsoft Word update prompt to see changes.
              • Generate & convert (DOCX & PDF)—fully automated. Page numbers update immediately in both formats.
              • Convert or Merge—Not supported for dynamic ToC updates.
            Tip
            Tip To ensure optimal performance when generating a PDF with a dynamic table of contents, set the keep intermediate parameter in the Document Generation Process (DGP) record to false. Setting this to false ensures that intermediate DOCX/PPTX files are deleted, storing only the output PDF file, resulting in faster document generation.

            To update a table of contents, the isTocUpdateRequired flag should to true on the Document Generation Process (DGP) record. Use one of these options to set the flag.

            • Contract Type configuration for Salesforce Contracts: For Contract lifecycle Management (CLM) implementations, use the Contract Type Config Settings to set the Is ToC Update Required configuration to true. This setting globally manages the inclusion of a dynamic ToC for specific contract types.
            • Omniscript for Salesforce Document Generation: Map an element value to the ToC update flag within the SetGenerationServiceInputParams parameter to see the updated ToC during the generation lifecycle.
            • Apex or Flow for Salesforce Document Generation: Turn on the ToC at the code level for custom or automated processes. When you use Apex to create DGP records, explicitly set the ToC update required boolean field to true. This helps the server to recognize and process ToC requirements for non-interactive or batch generation.
             
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