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Salesforce Document Generation
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            Compare Salesforce Document Generation and Omnistudio Document Generation

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            3. Salesforce Document Generation

            Compare Salesforce Document Generation and Omnistudio Document Generation

            Both document generation methods use the same Salesforce platform and licenses, and share several standard features.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, Unlimited, and Developer Editions

            Similarities Between Salesforce Document Generation and Omnistudio Document Generation

            Feature Similarity
            Digital Experience Access Both don’t support Guest Users.
            Document Generation and Processing
            • Uses the same batch document generation mechanism.
            • Processes documents server-side through the Document Generation Process.
            • Follows the same throttling and file size limits. See Hourly and Daily Org Limits in Document Generation 2.0.
            • Supports Document Generation Omniscripts using templates created in either mode.
            • Allows templates created in either mode to be used in Salesforce Contracts and Experience Cloud Community.
            • Works with Standard Omnistudio Content and Runtime.
            Template and Data Model
            • Shares the same document template data model.
            • Applies the same Document Settings configuration.
            • Supports .docx and .pptx template formats.
            • Supports Microsoft 365 template types with a Salesforce Contracts license.
            • Doesn't support web template formats.
            Tokens and Data Handling
            • Uses the same set of document tokens, including variable, conditional, and repeat tokens.
            • Supports rich text, images, and hyperlink tokens.
            • Utilizes Data Mappers for data extraction and transformation.

            Differences Between Salesforce Document Generation and Omnistudio Document Generation

            Feature Salesforce Document Generation Omnistudio Document Generation
            Client-Side Support Not Supported Supported
            Custom Class Not Supported Supported
            Custom Fonts Supported Supported
            Dynamic Image Supported Supported
            Omniscripts

            Supported

            Single Doc Core - DOCX Serverside (LWC)

            Supported

            Client-side: ​​fndSingleDocxLwc, fndMultiDocxLwc, and singleWebLwc

            Server-side: ​​fndSingleDocxServersideLwc
            Template Designer

            Supported

            Design Document Template designer doesn’t require an Omnistudio package.

            Supported

            Omnistudio Document Template Designer requires an Omnistudio package.
            Context Service Supported Not Supported
             
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