Enhance your business processes such as document generation by using the power of Data Processing Engine (DPE) to transform context data. Use DPE to read data directly from context objects, apply complex logic such as hierarchical rollups or groupings, and write the results back to a JSON structure.
Where: This change applies to Lightning Experience in Developer, Enterprise, Professional, and Unlimited editions where Context Service and Data Processing Engine are available.
Who: To create a transformation definition, users need the DocGen Designer permission set. To create documents by using Context Service with Data Processing Engine, users need the DocGen Runtime permission set.
How: Create a transformation definition from the Transform tab of a context definition in Setup.