Generate documents that reflect user-specific language and regional settings, including translated text, locale-specific currency, and date and time formats. Control localization for document generation requests to apply consistent formatting across outputs. For more granular control, manage localization for context definitions to selectively apply translations or retain original values. Document rendering depends on the selected font, so select fonts that support the required languages or use language-specific templates when needed. If localization is turned off, document data follows the org’s default language and regional settings.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions of Agentforce Revenue Management, formerly Revenue Cloud, with the Revenue Cloud Advanced or Salesforce Contracts license.
Who: To configure localization settings, you need the CLM Admin User permission set.
How: To apply localization in contract flows, set Localization Enabled to Yes in Contract Type Config.
- For direct document generation, select Localization Enabled on the Document Generation Process records.
- For Omniscript document generation, pass the IsLocalizationEnabled parameter value as true.
- To control localization for fields and apply translations selectively, use the Keep Localization option in context definitions.