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Salesforce Document Generation
Personas and Permission Set Licenses for Salesforce Document Generation

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Personas and Permission Set Licenses for Salesforce Document Generation

Multiple users can leverage Salesforce Document Generation, depending on their roles and the specific features being used. Permission set licenses give users incremental access to features that aren't included in their user licenses. Users can be assigned any number of permission set licenses. Personas define what different types of users can do with Salesforce Document Generation. Each persona is mapped to specific responsibilities and permission sets that determine the level of access a user has.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, Unlimited, and Developer Editions
  • DocGen Designer: Responsible for creating and managing document templates. They typically require the DocGen Designer permission set.
  • DocGen User: Users who generate documents using the document templates. They need appropriate runtime permissions and may have the DocGen User permission set.
  • DocGen Runtime Community User: Digital Experience users who generate documents on Digital Experience sites.
Platform Licenses
Platform LicenseDescription
DocGen Enables Document Generation features in the org.

Create Users and Profiles

To begin, create users for Salesforce Document Generation. Then assign users the appropriate permission sets. To help you plan, refer to the personas table. When you create a user, you must also assign a profile. Profiles define default settings for users. Some organizations create their own profiles, while others choose to use profiles included with Salesforce. Remember, users can have only one profile, but can have many permission sets assigned to them.

Before you being creating users and profiles, and assigning them, we recommend checking out these resources.

Salesforce Document Generation licenses

Persona AddOn License Permission Set License Included Permission Set Description
  • DocGen Designer
  • DocGen User
 DocGenPlus DocGen Designer
  • DocGen Designer

  • DocGen User

Provides metered access to document generation. The Add-On includes 10,000 DocGen Designer Permission Set Licenses (PSLs). See DocGenPlus Add-On Licenses for Salesforce Document Generation

  • DocGen Designer allows designers to create document templates, and generate documents.
  • DocGen User allows users to generate documents.
  • DocGen Designer
  • DocGen User
 DocGenDesigner DocGen Designer
  • DocGen Designer

  • DocGen User
  • DocGen Designer allows designers to create document templates and generate documents.
  • DocGen User allows users to generate documents.
DocGen Community User DocGenRuntimeCC DocGen Runtime for Community Users DocGen Runtime Community User

Allows digital experience users to generate documents in Digital Experience sites.

For new customers, starting in Winter ’26, the DocGenRuntimeCC add-on is no longer required to enable document generation for community users. DocGen Runtime Community access is included in the base Partner Community, Customer Community, and Customer Community Plus licenses. This is applicable to customers purchasing non-industry SKUs such as Revenue Cloud Add-On (RCA). For industry cloud SKUs where the DocGenRuntimeCC add-on is already bundled, access continues as before. The update simplifies setup and removes the need for a separate community add-on SKU for new customers.

With the introduction of Context Services in DocGen, the dependency on Omnistudio license becomes optional.

For existing customers, orgs that already provisioned the DocGenRuntimeCC add-on continue to retain full access. License remain valid, and community users can generate documents without any change to their current setup.

Additional Notes

DocGen access updates for Digital Experience users starting Winter ’26.

  • Partner Community, Customer Community, and Customer Community Plus base licenses now include DocGen access. No separate community add-on SKUs are required for RCA and other non-industry SKUs.
  • Existing Salesforce DocGen customers with Partner Community or Customer Community Plus Industry add-on SKUs retain full entitlements.
  • Context Services support removes the hard dependency on Omnistudio for document generation. An Omnistudio license can still be used if already provisioned.
  • DocGenPlus Add-On Licenses for Salesforce Document Generation
    The DocGenPlus add-on license supports usage-based document generation for standalone Sales Cloud, Service Cloud, and Field Services offerings. The usage-based licensing applies to customers who purchased Revenue Events Starter Pack SKU starting in Winter ‘26. For every document generation request, one Revenue Event is consumed.
 
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