Prerequisites for Salesforce Document Generation Batch Process

Before you proceed, make sure your organization meets these prerequisites.

• Make sure that these permissions are granted to your org:

  • DocGen Server-Side Document Generation (DocGenServerSideGeneration)

  • DocGen License

• 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.