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Salesforce Document Generation
Known Limitations in Server-Side Dynamic Rich Texts, Hyperlinks, and Images

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.

Dynamic Images

Dynamic Images in Server-Side Document Generation

Doesn't support:

 
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