Create OmniStudio Document Generation Template
sf_create_document_generationCreate an OmniStudio Document Generation config linking a template to a DataRaptor or Integration Procedure for automated document creation.
Instructions
Creates an OmniStudio Document Generation configuration (OmniDocumentGenerationConfig metadata type) that links a document template to a data source for automated document creation.
templateName: unique API name for the document generation config label: display label objectApiName: the Salesforce object this template generates documents for templateType: Word, PDF, or Excel (default: Word) dataSourceType: DataRaptor or IntegrationProcedure (default: DataRaptor) dataSourceName: API name of the DataRaptor or Integration Procedure to use for data description: optional description
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| label | Yes | Template display label | |
| description | No | Template description | |
| templateName | Yes | Template API name | |
| templateType | No | Output document format | Word |
| objectApiName | Yes | Context object API name, e.g. 'Account' | |
| dataSourceName | Yes | DataRaptor or Integration Procedure API name to feed data | |
| dataSourceType | No | Data source type | DataRaptor |