Salesforce Document Generation

Note Note: If you're using the Omnistudio managed package runtime permission sets, see Omnistudio Document Generation.

Salesforce Document Generation standardizes document creation within Salesforce, reducing the reliance on managed packages for standard functionality. It uses the Design Document Template and requires the DocGen Designer permission set. You can create templates in .docx and .pptx formats, with support for server-side generation, custom fonts, and template import and export between orgs. Notably, this functionality works independently of the Omnistudio (OS), Industries Communications, Media, Energy & Utilities (CME), Insurance (INS), and Vlocity Government (PS) managed packages.

• Salesforce Document Generation Release Notes
  The Salesforce Document Generation release notes are part of the Salesforce Release Notes section.
• What can you do with Salesforce Document Generation?
  Salesforce Document Generation enables the creation of various documents, such as contracts, proposals, quotes, and reports directly within Salesforce. Templates built in Microsoft Word (.docx) or PowerPoint (.pptx) serve as the foundation, incorporating data from any JSON-based source, including Salesforce objects. The generated documents can be converted into PDF format, and multiple PDFs can be merged into one using the merge feature. Document Generation operates using the standard runtime permission sets.
• Personas and Permission Set Licenses for Salesforce Document Generation
  Multiple users can leverage Salesforce Document Generation, depending on their roles and the specific features being used. Permission set licenses give users incremental access to features that aren't included in their user licenses. Users can be assigned any number of permission set licenses. Personas define what different types of users can do with Salesforce Document Generation. Each persona is mapped to specific responsibilities and permission sets that determine the level of access a user has.
• Omnistudio Requirement for Salesforce Document Generation
  Managed packages like Omnistudio offer standard capabilities, including a template designer, server-side and client-side generation, and support with Omniscripts and Integration Procedures.
• Compare Salesforce Document Generation with Managed Package Document Generation
  Salesforce Document Generation refers to a core-supported feature that eliminates the need for managed packages. Use the Design Document Template feature in Salesforce, for designing and generating documents from templates in Microsoft Word, and Microsoft PowerPoint formats without a managed package. To use the template designer, you must have the DocGen Designer PSL.
• Compare Salesforce Document Generation and Omnistudio Document Generation
  Both document generation methods use the same Salesforce platform and licenses, and share several standard features.
• Understand Document Builder and Document Generation in Salesforce
  Salesforce offers multiple ways to generate documents from data, each suited for different use cases and product areas. Understanding these capabilities is crucial for selecting the right tool for your specific business needs. The two primary capabilities are Document Builder (Doc Builder) and Document Generation (DocGen).
• 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.
• Metering and Throttling in Salesforce Document Generation
  Metering measures resource utilization levels and throttling controls resource access and use based on defined rules.
• Set Up Salesforce Document Generation
  Turn on the server-side setting to enable asynchronous document generation, which supports large or batch-generated documents. Also, turn on the Design Document Templates in Salesforce setting to create DOCX, PPT, and Microsoft 365 Word templates with dynamic tokens. When this setting is turned on, Salesforce automatically creates the Docgen Document Template Library if it doesn't already exist. Finally, provide access for users by assigning the Document Generation permission set.
• Document Management in Salesforce
  Design and create document templates directly in Salesforce without needing the Omnistudio managed package. Use an Omniscript to automate the document generation process. This method simplifies the process of generating various types of documents and eliminates the need to install additional packages.
• 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.
• Salesforce Document Generation Batch Process
  The Document Generation Batch Process feature allows you to group and manage a large number of single document generation process requests, all under a unique batch document generation ID.
• Document Generation with Omniscript
  Customize the Single Doc Core - DOCX Serverside (LWC) Omniscript within the docGenerationSample/CoreSingleDocxLWC type to generate documents from Microsoft Word DOCX or PowerPoint PPTX templates. Use Lightning Web Components (LWC) within the Omniscript to streamline the creation and management of contract documents. You can use this Omniscript only with server-side document generation feature.
• Salesforce Document Generation Utilities
  Salesforce Document Generation Utilities provide tools to help manage and optimize the document generation process. These utilities include the Document Generation Process Cleaner Utility, which permanently deletes old document generation process records and associated data to free up storage space. This utility uses specific Apex classes that can be created and run in the Developer Console to clean up records within a defined timeframe. Additionally, Salesforce offers a feature to run a scheduled job to terminate long-running document generation requests, ensuring system performance by automatically canceling requests that exceed a specified time limit. These utilities help administrators maintain an efficient and performant document generation environment.
• Salesforce Document Generation Sample Apex Codes
  These Apex code samples demonstrate how to automate and manage document generation in Salesforce. They cover key tasks like server-side and batch document generation, as well as handling blocked requests by retrying them. Tools like the DocGenRetryBlockedBatch class help developers and admins customize and streamline document-related processes.