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            Create a Salesforce Document Generation Batch Process

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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
            1. From the App Launcher, find and select Document Generation Batch Processes.
            2. Click New.
            3. Enter a description for the document generation batch process.
            4. Select the document category.
              For example, Quotes.
            5. Save your changes.
              The document generation batch process is created.
             
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            Salesforce Help | Article