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Salesforce Document Generation
Compare Salesforce Document Generation and Omnistudio 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
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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