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Salesforce Document Generation
Associate a Transform Plug-In with a Document Template

Associate a Transform Plug-In with a Document Template

Configure a document template to use a custom Apex transform plug-in during document generation. Document generation calls the transform plug-in automatically at run time.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, Unlimited, and Developer Editions
User Permissions Needed
To associate a transform plug-in with a template: DocGen Designer
  1. From the App Launcher, find and select Document Templates.
  2. Open the template that you want to apply the plug-in to.
  3. For the token mapping method, select Context Service.
  4. In Custom Class Name, enter the Apex class name in the document template record, or specify the class name by using the API.
  5. (Optional) Select a context filter.
  6. Save the template.
 
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Salesforce Help | Article