Define a reusable data structure for document templates by creating context
definitions. These definitions organize Salesforce business data into nodes and attributes,
capture relationships such as primary and related objects, and map the information into a
structured JSON format. The mapped data provides token values used in document
generation.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, Unlimited, and
Developer Editions
For example, to generate a contract document with line items, the context definition must
include Contract as the primary node and ContractLine as a child node. Map these nodes to the
corresponding Contract and SalesContractLine entities their attributes mapped accordingly. You
can also map attributes from related entities, for instance, map the attribute
Contract.AccountName to the field Contract.Account.Name, where Account is a reference field on
the Contract object. Attributes such as Contract.StartDate, Account.Name, and Contact.Email
are defined in the structure and later referenced as tokens in the template.
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