Reshape your context definition with Data Processing Engine into a specific structure required for Document Generation. Using the transformed data, you can generate documents like contracts, proposals or invoices.
Required Editions
| Available in: Lightning Experience |
| Available in: Developer, Enterprise, Professional, and Unlimited editions for Industries clouds where Context Service is enabled |
| User Permissions Needed | |
|---|---|
| To create context definitions: | Context Service Admin |
| To generate and use transformed context definitions in JSON format: | DocGen Designer with Admin Persona |
| To configure a Data Processing Engine definition with on-demand processing: | Run Data Processing Engine Definitions On Demand |
| To access Data Processing Engine definitions: | View permissions information. |
- To transform and view transformed definition data as a JSON, in addition to Context Service, your org must have Salesforce Document Generation, Data Processing Engine and Data Processing Engine On Demand access.
- The Transforms Available checkbox must be set to True for the context definition during its creation.
To transform a context definition:
- From Setup, in the Quick Find box, find and select Context Definitions.
- Select the context definition that you want to transform.
- Select the Transform tab.
- Click New Transform.
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Add a name and description to the transform, then click Proceed.
A Data Processing Engine window appears, where a transformation definition is created using the Context Service process type and includes the chosen context definition as its data source.
After processing, the data is transformed back into a specific JSON format that can be used by Document Generation.