Salesforce Document Generation Batch Process

The Document Generation Batch Process feature allows you to group and manage many single document generation process requests, all under a unique batch document generation ID.

Here’s an example of how the Batch Document Generation feature can help you. Suppose that you have 1000 documents that must be generated, you can group them under a unique batch document generation ID. You’ll be able to monitor the batch status, track the success, failure, and progress of requests, and determine the completion of the entire process. After the document generation batch process is complete, you'll receive an email and an in-app notification.

You can add document generation process (DGP) requests to a batch when the batch is in New, In Progress, or Queued status. Salesforce processes only one batch at a time. If you enqueue a batch while another batch is running, the batch waits in the queue and starts after the current batch completes. You can’t modify a batch after it reaches the Completed status.

• Prerequisites for Salesforce Document Generation Batch Process
  Before you proceed, make sure your organization meets these prerequisites.
• Enable Salesforce Document Generation Batch Process
  Before you can start using document generation batch processing, you must enable Document Batch Generation from Document Generation Settings.
• Create a Salesforce Document Generation Batch Process
  Create a document generation batch process to group and manage a large number of single document generation process requests.
• Assign a Document Generation Request to a Salesforce Document Generation Batch Process
  When you create a document generation process request, you can assign it to a document generation batch process.
• Manage a Salesforce Document Generation Batch Process
  You can run, pause, queue, dequeue, and delete a document generation batch process. You can continue adding document generation processes to a batch while it is In Progress or Queued. You can run only one batch at a time. If multiple batches are queued, they run sequentially. You can’t modify a batch after it reaches completed.
• View the Status of a Salesforce Document Generation Batch Process
  The Document Generation Batch Processes page provides a list of all batch processes.