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            Dynamic Content Rendering During Server-Side Document Generation

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            Dynamic Content Rendering During Server-Side Document Generation

            Elevate your server-side generated documents by integrating dynamic images, hyperlinks, and rich text. This functionality empowers you to produce more interactive and informative outputs by embedding visual elements such as product visuals and charts, providing direct access to web resources through dynamic URLs, and presenting formatted information with varied fonts and styles. To incorporate this dynamic content into your DOCX and PDF outputs, utilize specific token formats: {{IMG_<imagetokenname>}} for images, {{HYP_<hyperlinktokenname>}} for hyperlinks, and {{RTB_<richtexttokenname>}} for rich text. By leveraging these features, you can generate sophisticated and contextually rich documents on the server side.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, Unlimited, and Developer Editions
            • Dynamic Hyperlinks for Server-Side Document Generation
              Use hyperlink tokens in Microsoft Word or Microsoft PowerPoint document templates to insert dynamic URLs in generated DOCX and PDF files. For example, with dynamic hyperlink tokens, you can insert a hyperlink for every product ordered that directs you to the product specification web page.
            • Dynamic Rich Text for Server-Side Document Generation
              Use rich text tokens in a Microsoft Word document template to insert rich text content in the generated DOCX and PDFfiles. With dynamic rich text tokens, show product details as a block of information with its original formatting in your generated document. Product details are stored in a rich text field of a Salesforce object.
            • Support Rich Text and Hyperlinks for Server-Side Document Generation for Objects
              The Doc Generation API Version Type defines the API version to use for document generation. To support rich text and hyperlink tokens for document generation process records and sObjects, set the Doc Generation API Version Type setting from Basic to Advanced.
            • Dynamic Images in Server-Side Document Generation
              Insert images such as product images, barcodes, or pie charts in your generated DOCX and PDF documents by using image tokens in a Microsoft Word or Microsoft PowerPoint document template. An image token format is {{IMG_<imagetokenname>}}, for example, {{IMG_header}}. Use a single image, multiple images, and loop images. Place image tokens anywhere within a document template, such as in paragraphs, tables, and text boxes. Use a token in a header or footer or within a repeating content section to pass an array of images. Define the height and width of the images in Omnistudio Data Mapper Transform. Image tokens are supported within the Token Data and Token Data Content Document fields of the Document Generation Process. You can also use a custom class to load a blob for dynamic image rendering from sources, such as non-contentDocumentId, URL, ObjectID, or other strings and identifiers.
            • Known Limitations in Server-Side Dynamic Rich Texts, Hyperlinks, and Images
              By default, the Salesforce Contracts app supports rich text, hyperlinks, and images for server-side document generation. Dynamic images are only supported in Document Generation 2.0.
             
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