Your First Quote Template in Revenue Cloud | How to Use Context Service for DocGen
Автор: The Cloud Update
Загружено: 2026-01-20
Просмотров: 242
Revenue Cloud Training: https://thecloudupdate.co/training
-Detailed Blog Post : https://thecloudupdate.co/document-ge...
Learn how to leverage Context Service for document generation in Salesforce. This complete walkthrough covers everything from enabling document generation to creating templates and generating quote proposals.
Context Service replaces Data Mappers as the token mapping method and allows you to reuse the same context definitions used by pricing procedures in Revenue Cloud - no need to rebuild your data structure!
What you'll learn:
What is Context Service and why use it over Data Mappers
How to enable and configure document generation
Working with Context Definitions and Mappings
Token naming conventions for images, hyperlinks, and rich text
Creating repeating content tables for line items
Building Context Filters to control output data
Creating a Screen Flow for document generation
Designing Word templates with Context Service tokens
Testing and generating documents from quotes
Resources:
Blog Post: [link]
Transform Plug-Ins (Members Only): [link]
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