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Salesforce Document Generation
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          Transform Plug-In Requirements

          Transform Plug-In Requirements

          Review required and optional configuration for the context service transform plug-in.

          Required Editions

          Available in: Lightning Experience
          Available in: Professional, Enterprise, Unlimited, and Developer Editions

          Mandatory and Optional Configurations

          Area Requirement Mandatory Notes
          Token mapping method Context Service Yes The transform plug-in runs only with context service.
          Apex class Custom Apex class Yes Required to implement transformation logic.
          Interface ind_docgen_api.OpenInterface Yes Required interface for DocGen invocation.
          Method routing invokeMethod → transformTokenData Yes DocGen calls the method by name.
          Input key TokenData Yes Pass as a JSON string.
          Output key TokenData Yes Requires to return a valid JSON as a string.
          Context Filter Selected filter No Filters run before transformation.
          Error handling JSON validation Recommended Prevents failures at run time.
          Guardrails Follow recommended limits for tokens, data size, and transformations No Salesforce enforces limits to ensure efficient use of shared resources in a multitenant environment. See Execution Governors and Limits.
           
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