![]() The template may also use dynamic elements, like the customer’s chosen product and features, along with a quoted price. For example, a quote template often requires standard elements, like the company name and contact details. With this solution, use standard content, tokens, and display conditions in your templates. This way, when the end user generates a new document from the template, a lot of the content is already populated, so a lot of work is done. When you design a template, you can include standard, conditional, and dynamic elements. Creating your document templates is the first project to tackle when you’re setting up a document-generation system. Your templates can be as simple or sophisticated as needed to optimize your business processes. With OmniStudio Document Generation, you can design Microsoft Word and PowerPoint templates to make document generation a breeze for teams. Now it’s time for Linda to help out Candace and her team. Linda knows how to set up the logic required to implement and maintain an OmniStudio Document Generation solution. In the OmniStudio Document Generation Foundations module, you saw how Cloud Kicks simplified and expedited the sales process with digital document generation.Ĭandace Evans, a sales rep at Cloud Kicks, learned the benefits and capabilities of document generation.Īlways keen to help Cloud Kicks succeed, Candace now wants to set up an all-singing, all-dancing document-generation system.Įnter Linda Rosenberg, the trusty Salesforce administrator at Cloud Kicks. OmniStudio Data Tools and Internal Data.OmniStudio Document Generation FoundationsĪlso, consider completing this recommended content.Explain OmniDataTransform and custom class data-mapping flow.īefore you start, make sure you complete the following required content.Create a document template in Document Template Designer.Describe three types of tokens used in OmniStudio Document Generation and their syntax.After completing this unit, you’ll be able to:
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