Loading
Salesforce Document Generation
Enable Context Service and Provide Permissions

You are here:

  1. Salesforce Help
  2. Docs
  3. Salesforce Document Generation

Enable Context Service and Provide Permissions

To use Context Service for document generation, first enable the Context Service feature in your org and ensure users have the required permissions.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, Unlimited, and Developer Editions
User Permissions Needed
To enable Context Definitions: DocGen Designer
  1. Context Service isn't enabled by default. To turn on the setting:
    1. From Setup, in the Quick Find box, enter Context Service Settings, and then select it.
    2. Turn on Context Definitions.
  2. Verify user permissions.
    1. Confirm that users with a DocGen Designer license automatically have Context Service Admin permissions.
    2. Confirm that users with a DocGen User license automatically have Context Service Runtime permissions.
      No manual permission assignment is required when the correct license is in place.

See Also

 
Laden
Salesforce Help | Article