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Salesforce Document Generation
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            What can you do with Salesforce Document Generation?

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            What can you do with Salesforce Document Generation?

            Salesforce Document Generation enables the creation of various documents, such as contracts, proposals, quotes, and reports directly within Salesforce. Templates built in Microsoft Word (.docx) or PowerPoint (.pptx) serve as the foundation, incorporating data from any JSON-based source, including Salesforce objects. The generated documents can be converted into PDF format, and multiple PDFs can be merged into one using the merge feature. Document Generation operates using the standard runtime permission sets.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, Unlimited, and Developer Editions
            Note
            Note Note: If you're using the Omnistudio managed package runtime permission sets, see Omnistudio Document Generation.

            Salesforce Document Generation

            • Template Design: Design templates in Microsoft Word and PowerPoint.
            • Template Migration: Export and import document templates between Salesforce orgs, for deployment across environments. However, export and import isn’t supported with Microsoft 365 add-in.
            • Template Design Tools: Use the DocGen Designer within Salesforce or leverage the integration with Microsoft 365 for template creation (only with Salesforce Contracts).
            • Data Mapping, Transformation, and Merging: Automatically populate templates with data from Salesforce records or other JSON sources. Data mapping involves selecting specific data fields from source objects. This mapped data can then undergo transformation, where formulas are applied to modify the data as needed. Finally, data merging automatically populates the document template by replacing designated tokens with the mapped and transformed data. Omnistudio and Omnistudio for managed packages support data mappers for these processes.
            • Multiple Output Formats: Generate documents in .docx, .pptx, and .pdf formats.
            • Server-Side Generation: An asynchronous process optimized for generating large, complex documents and handling batch requests. This occurs on Salesforce's Hyperforce infrastructure, and the generated documents are stored back in your Salesforce org. See Hourly and Daily Org Limits.
            • Batch Processing: Group multiple document generation requests for efficient handling.
            • Customization: Use sample Omniscript, or Apex classes to automate your document generation steps, or create your own tailored solutions.
            • Integration with Salesforce Contracts: Designed to manage contract document versions throughout their lifecycle.
              Note
              Note Client-Side document generation isn’t supported.
             
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