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            Enable Context Service and Provide Permissions

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            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

             
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            Salesforce Help | Article