Salesforce Docs Portal

Set Up DocGen For Partner Community

Make information sharing and collaboration easier with document generation on the community site.

Required Editions

Available in: Lightning Experience
Available in: Automotive Cloud, Communications Cloud, Energy and Utilities Cloud, Manufacturing Cloud, Service Cloud, and Media Cloud. View edition availability.
REQUIRED USER PERMISSIONS  
To set up DocGen in partner community:

DocGen Runtime for Community Users

AND

SalesforceContentUser

AND

CRM User

AND

OmniStudio Runtime for Communities

Before you begin, set up Omnistudio document generation for partner community users.

  1. Create a page on the community site, and name it DocGen.
    Use DocGen as the page name because the dynamic URL that generates the document in the partner community points to this specific page.
  2. From Setup, in the Quick Find box, enter All Sites and select it.
  3. Open Builder on the DocGen page, and click Components.
  4. In Process Automation, click Omniscript.
  5. Enter these details.
    • Type: ifs
    • Sub Type: DocumentGenerationV2
    • Language: Multi-Language
  6. Save the changes.
  7. From Setup, in the Quick Find box, enter Sharing Settings and select it.
  8. In the Organization-Wide Defaults section, click Edit.
  9. Find the Quote object, and set Public Read/Write as the default external access.
  10. Save the changes.
  11. Add these permission sets to the partner community users.
    • Omnistudio User
    • Omnistudio Experience Cloud User
    • Work Order Estimation Experience User
    • DocGen Runtime Community User
    • Docgen Runtime User
    • Omnistudio Runtime for Communities
    • Work Estimation Custom Permission Set