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 





Step 4) Testing using Omni script











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