Loading
システム管理者に対するフィッシング耐性MFA・全従業員ユーザーMFAの適用のお知らせ 続きを読む
Salesforce Document Generation
Using a Context Filter Versus a Transform Plug-In for Document Generation

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
 
読み込み中
Salesforce Help | Article