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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.

            Required Editions

            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
             
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            Salesforce Help | Article