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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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