Apply a context filter in the template designer so that generated documents include only the data that meets your criteria. Select from predefined filters that support up to 5 conditions to fetch precise and relevant data from your context definitions. Adding a filter at design time avoids extra inputs, reduces errors, and delivers consistent and high-quality document output. For example, filter order items to include only products priced above a certain threshold, and sort them by quantity so that the generated document highlights the most relevant items. Document Generation in the Omnistudio managed package doesn’t support Context Service.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions of Agentforce Revenue Managament, formerly Revenue Cloud, with the Revenue Events Starter Pack license, and the Revenue Cloud Advanced or Revenue Cloud Billing license.
Who: To use Context Service in Salesforce Document Generation, you need the DocGen Designer permission set.