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.
Type
Known Limitations
Dynamic Rich Text
Doesn't support:
Microsoft PowerPoint.
Copy and paste of content into a rich text field. You must manually enter the
content.
RTB tokens in non-formatted clauses.
RTB tokens within bullets in a document template.
Templates designed by using Microsoft 365 editor.
Contract editing if the document was generated by using a document template with
RTB tokens directly in the Microsoft 365 editor.
User-input text that contains special characters such as less-than (<) and
greater-than (>) signs. These characters are interpreted as HTML tags, or
errors.
Images in rich text fields, if the Encrypt Files and Attachments platform
encryption is enabled.
RTB tokens placed within a paragraph. It causes the document generation to
fail.
Dynamic Hyperlinks
Doesn't support:
Hyperlink format, such as a blue color in the generated PDF file.
Templates designed by using Microsoft 365 editor.
Contract editing if the document was generated by using a document template with
RTB tokens directly in the Microsoft 365 editor.
Images stored in multiple repositories to render in the same generated
document.
Image URLs in the dynamic image field. Omnistudio Data Mappers can't pass the
image URL for an image. You must provide the sObject Id or the name of the image
in the image field.
WebP image format
RTB image resizing
Multiple IMG tokens within the same text box boundary in a Microsoft PowerPoint
file. Document generation fails when a single text box contains more than one IMG
token.
Images stored under static resources are not supported in the Server Side
Document Generation (through Omniscript or Apex Code or IP).
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