Create a Context Definition for Document Generation
Map primary and related objects with their attributes. These mappings make Salesforce
data available as tokens for document templates.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, Unlimited, and
Developer Editions
User Permissions Needed
To create Context Definitions:
DocGen Designer
Note To add or update nodes, deactivate the context definition first. After making changes, go
to the context mapping page and click Update SObject Mapping to refresh
the mappings. Then, open the mapping and edit the Input Mapping. Make
sure the input mapping names match the attribute names. If they don’t match, data for those
attributes won’t be hydrated.
From Setup, in the Quick Find box, find and select Context
Definitions.
Create a context definition.
Click New.
Enter a Label and API Name.
Select a Primary Object.
Save your changes.
Add mappings to your context definition:
On the Related tab, create context definition object mappings to
define relationships between the primary object and related objects.
For example, Account from Contract.
For each object mapping, add Field Mappings to specify which
fields is to be made available in the template.
For example, Account Name, Contract Term.
Save your changes.
The context definition remains inactive until you activate it manually.
After you complete both the context definition and its mapping, go back to the context
definition record and activate it. Activate the context definition so that you can select it
during document template creation.
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