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Create a Salesforce Document Generation Batch Process
Create a document generation batch process to group and manage a large number of single document generation process requests.
| REQUIRED EDITIONS |
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, Professional, and Developer Editions |
| USER PERMISSIONS NEEDED | |
| To enable document generation batch process: | DocGen Designer permission set |
- From the App Launcher, find and select Document Generation Batch Processes.
- Click New.
- Enter a description for the document generation batch process.
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Select the document category.
For example, Quotes.
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Save your changes.
The document generation batch process is created.
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