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Compare Salesforce Document Generation with Managed Package Document Generation
Salesforce Document Generation refers to a core-supported feature that eliminates the need for managed packages. Use the Design Document Template feature in Salesforce, for designing and generating documents from templates in Microsoft Word, and Microsoft PowerPoint formats without a managed package. To use the template designer, you must have the DocGen Designer PSL.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, Unlimited, and Developer Editions |
Managed Package document generation, on the other hand, refers to document generation capabilities within managed packages such as Omnistudio, Industries Communications, Media, Energy & Utilities (CME), Insurance (INS), and Vlocity Government (PS). This often involves using features like the Vlocity Document Template Designer, and Omnistudio Document Template Designer. These packages may have their own licensing requirements, such as DocGen licenses within the Omnistudio package. Managed packages like Omnistudio can be used with Omniscripts, Integration Procedures, and custom fonts for document generation. Hybrid client-side document generation is supported in managed packages.
| Aspect | Salesforce Document Generation (Standard) | Omnistudio Document Generation with Omnistudio Managed Package | Vlocity Document Generation with CME, INS Managed Package |
|---|---|---|---|
| Licensing | Requires DocGen licenses, available as part of Revenue Events Starter Pack, Revenue Cloud Advanced, Salesforce Contracts and Revenue Cloud Billing SKUs. | Omnistudio Document Generation requires DocGen licenses plus Omnistudio licenses, bundled with Industry Cloud, Revenue Cloud Advanced, or Revenue Cloud Billing. * The $0 Revenue Events Starter Pack doesn’t include Omnistudio licenses. |
Requires licenses tied to the specific package. Vlocity Document Generation requires the respective Industry Cloud license such as CME, or INS. |
| Template Designer | Uses Design Document Template within Salesforce. | Uses package-specific designer Omnistudio Document Template Designer. | Uses package-specific designer Vlocity Document Template Designer |
| Package Dependency | Works with or without Omnistudio. | Depends on installation and licensing of the specific managed package. | Depends on installation and licensing of the specific managed package. |
| Data Mappers | Needs Data Mappers for token replacement. | Omnistudio standard or Omnistudio for managed package is required to use Omni Data Mappers for token replacement during document generation. | Managed package is required to use Omni Data Mappers for token replacement during document generation. |
| Migration (org to org) | Supported for .docx, and .pptx templates. Templates created using Microsoft 365 template type are supported for migration starting Spring ‘26. |
Supported for .docx, and .pptx templates | Supported for .docx, and .pptx templates |
| Single Point Request (SPR) Server-Side Document Generation | Supported | Supported | Supported |
| Batch Server-Side Document Generation | Supported | Supported | Supported |
| Client-Side Document Generation | Not supported | Supported through Omniscript | Supported through Omniscript |
| Context Service | Supported | Not Supported | Not Supported |
| Custom fonts | Supported. Larger font file sizes are supported, but ZIP files aren't. See Salesforce Document Generation Hourly and Daily Org Limits |
Supported. Font file sizes are supported up to 5 MB. ZIP files are supported. |
Supported. Font file sizes are supported up to 5 MB. ZIP files are supported. |
| Integration with Salesforce Contracts | Supported. Natively integrated with Salesforce Contracts. |
Supported. Compatible with Salesforce Contracts but requires specific configuration to enable this integration. |
Not Supported |
| Microsoft 365 Word | Supported with Microsoft 365 Word PSL (included as part of Salesforce Contracts license). | Supported with Microsoft 365 Word PSL (included as part of Salesforce Contracts license). | Not Supported |
| Output File Size Limits |
See Salesforce Document Generation Hourly and Daily Org Limits |
10 MB per PDF output file. |
10 MB per PDF output |
| Omniscripts | Supported only if Omnistudio licenses are available in the org |
Supported |
Supported |
| Integration Procedures (IPs) | Not supported | SupportedOmnistudio Server-Side Document Generation Integration Procedures | Supported |
| Digital Experience Users (CC, CC+, and PC) | Supported You can use DocGen in communities with a base platform community license. The DocGen community license is optional and enables Context Service support. OmniScripts run in communities only when the org includes an Omnistudio community license. |
Supported To use DocGen and OmniStudio features in communities, make sure that the add-on SKU, such as the Health Cloud Community SKU, includes both the DocGen community license and the Omnistudio community license. |
Supported |
| Dynamic Images | Supported | Supported | Supported |
| Guest User | Not Supported | Not Supported | Supported |
Template Type Supported |
Docx, PPTx, PDF and Microsoft 365 (requires Microsoft 365 Word PSL included as part of Salesforce Contracts license). | Docx, PPTx, PDF and Microsoft 365 (requires Microsoft 365 Word PSL included as part of Salesforce Contracts license). | Docx, PPTx, PDF |
