Document Genaration in Revenue Cloud
Create Word Template in Microsoft Word
Create Document template
Extract Data Mapper
Transform Data mapper
Testing using Omni script
Step 1) Create Word Template in Microsoft Word
Sample Template
Quote
Account Name : {{Account_name__c}}
Quote
Number : {{QuoteNumber}}
{{#IF_SWEXIST}}
|
Product |
Qty |
ListPrice |
|
{{#Items1}}{{ ProductName}} |
{{Quantity}} |
{{ListPrice}}{{/Items1}} |
|
|
|
|
{{/IF_SWEXIST}}
|
Product |
Qty |
ListPrice |
|
{{#Items2}}{{ ProductName}} |
{{Quantity}} |
{{ListPrice}}{{/Items2}} |
|
|
|
|
Step 2) Create Document template
From the App Launcher Create "Document Template Designer"
Click New button and create
Step 3) Extract Data Mapper
Open each one and update like below
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