Server-Side Document Generation in CLM

Server-Side document generation is available in both the Omnistudio Foundation and Salesforce Industries packages. Server-Side document generation is an asynchronous process that's built for large and rendering-heavy documents and for document generation in batches. The Server-Side document generation service is secure and scalable and is hosted on Salesforce Hyperforce. The generated document is stored in your Salesforce org, and is attached to the object for which it's generated. You can submit up to 1,000 server-side document generation requests per hour, per org.

Important

Server-Side document generation is only supported in customer orgs and it isn't enabled by default. To enable this feature, see Enable Server-Side Document Generation Setting for the Salesforce Industries Package.

You can use Server-Side document generation as a service. It can generate .docx and .pptx documents, and convert them to .pdf by using either .docx or .pptx templates without any user interaction on the client browser. You can use Apex Classes, sample Integration Procedures, or a sample Omniscript to generate documents. You can also create your own Omniscripts by cloning and customizing the sample Omniscript to generate documents.

Here are the reference topics for Server-Side document generation:

• Always set the IsServerSideDocGenEnabled custom setting as true. To create a custom setting, see Enable Server-Side Document Generation Setting for the Salesforce Industries Package.

• Client-Side document generation is better for some use cases, and Server-Side document generation is better for others. To review the factors to consider, see Client-Side and Server-Side Document Generation in CLM Compared.

• Server-Side document generation supports a specific set of fonts for document templates. Custom fonts aren't supported. For more information, see Fonts for Server-Side Document Generation.

• A sample Apex class that creates a DocumentGenerationProcess instance. For more information see, Sample Apex Code for Server-Side Document Generation.

• A sample docGenerationSample/singleDocxServersideLwc Omniscript generates documents either from your Microsoft Word .docx or Microsoft PowerPoint .pptx templates by using server-side generation. For more information, see Using the docGenerationSample/singleDocxServersideLwc Omniscript.

• The docGenerationSample/singleDocxServersideLwc Omniscript calls one of three sample Integration Procedures depending on its Service Function setting. Each of these Integration Procedures calls a different method of the DocumentServiceGateway Apex class by using different parameters to generate documents. You can use these integration procedures independent of the Omniscript. For more information, see Server-Side Document Generation Integration Procedures in CLM.

• Enable Server-Side Document Generation Setting for the Salesforce Industries Package
  Server-Side document generation is an asynchronous process that's built for large and rendering-heavy documents and to generate documents in batches. Server-Side document generation is only supported in customer orgs, and it isn't enabled by default.