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.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, Unlimited, and
Developer Editions
If you’re generating documents without using Data Mappers, Omnistudio isn’t required (neither
the Omnistudio (standard) nor the Omnistudio for managed package). However, if your
templates include tokens that must be replaced with actual data, Data Mappers are necessary. In that case, you need
either Omnistudio (standard) or the Omnistudio for managed package, both of which support Data
Mappers. The specific version of Omnistudio is determined by the assigned permission set
license (PSL).
Løste denne artikel dit problem?
Giv os besked, så vi kan forbedre os!
Indlæser
Salesforce Help | Article
Cookie Consent Manager
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
