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Salesforce Document Generation
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          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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