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Salesforce Document Generation
Insert and Map Rich Text Content in Document Templates

Insert and Map Rich Text Content in Document Templates

Create and map custom rich text fields using Omnistudio Data Mapper to render formatted content in generated DOCX and PDF documents. Use RTB_ tokens in Word templates to insert rich text such as styled text, lists, and hyperlinks.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, Unlimited, and Developer Editions
User Permissions Needed
To create custom rich text fields and map them to rich text tokens DocGen Designer
 
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