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Prerequisites for Salesforce Document Generation Batch Process
Before you proceed, make sure your organization meets these prerequisites.
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Make sure that these permissions are granted to your org:
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DocGen Server-Side Document Generation (DocGenServerSideGeneration)
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DocGen License
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Enable server-side document generation email and in-app notification. This setting ensures that the user who initiates the batch process receives alerts when the document generation batch process is complete.
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