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Salesforce Document Generation
View the Status of a Salesforce Document Generation Batch Process

View the Status of a Salesforce Document Generation Batch Process

The Document Generation Batch Processes page provides a list of all batch processes.

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 Omnistudio, in the Quick Find box, enter document batch process.
  2. View these details of each batch process.
    • Name

    • Description

    • Category

    • Status

    • Completion date

  3. To view the details of a document generation batch process, click the batch process.
    For example, each batch process is assigned a unique number for identification. To view the details of the batch process with the identification number BatchReq-0002, locate this number in the list of batch processes and click it.
  4. View these details of the specific batch process.
    • Status

    • Total count of single document request processes included in the batch

    • Number of successfully completed single document request processes

    • Number of failed single document request processes

    • Number of single document request processes currently in progress

 
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