Salesforce Document Generation

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Using a Context Filter Versus a Transform Plug-In for Document Generation

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Using a Context Filter Versus a Transform Plug-In for Document Generation

Understand when to use a context filter or a transform plug-in in document generation.

Available in: Lightning Experience

Available in: Professional, Enterprise, Unlimited, and Developer Editions

Feature	Actions
Context filter See Context Filters for Document Generation	Filter records Sort records Limit records
Transform plug-in See Transform Token Data with Context Service for Document Generation	Group related records into logical sets Build hierarchies, such as product bundles Perform custom calculations on token values Reshape token data

Feature

Actions

Context filter