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Identify Your Document Generation Type
Learn how to recognize whether you're using client-side, server-side Document Generation 1.0, or 2.0 by reviewing your Salesforce settings, and the properties of your generated pdf documents. Understanding your current document generation mode is essential for optimizing your document creation process and adhering to any limitations.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, Unlimited, and Developer Editions |
Document Generation Versions, Types, and Verification
| Document Generation Version | Document Generation Type | Key Settings | Supported Managed Packages | What it is about | How to Confirm |
|---|---|---|---|---|---|
| 1.0 | Client‑Side document generation | Enable Server‑Side Document Generation setting = Off |
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Documents are generated in the user's browser. This method is only supported in Document Generation 1.0. | The preview appears immediately when document generation is initiated. In contrast, server-side generation shows a processing window before preview. |
| 1.0 | Server‑Side document generation with managed package | Omnistudio (OS) | Documents are generated server-side. Templates are created using the Omnistudio Document Template Designer. | The PDF’s properties show PDFTron as the producer, confirming use of Document Generation 1.0. | |
| 1.0 | Server‑Side document generation without managed package | N/A | Documents are processed server-side using the standard Salesforce template designer, independent of managed packages. | The PDF’s properties show PDFTron as the producer, confirming Document Generation 1.0. | |
| 2.0 | Server‑Side document generation with managed package |
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PDF document generation is handled entirely on the server with enhanced capabilities of Document Generation 2.0. | The PDF’s properties show Aspose as the producer, confirming Document Generation 2.0. |
| 2.0 | Server‑Side document generation without managed package [Salesforce Document Generation] |
|
N/A | PDF document generation is fully server-based and does not rely on managed packages. | The PDF’s properties show Aspose as the producer, confirming Document Generation 2.0. |
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