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document-generation

Create and troubleshoot Salesforce OmniStudio .docx templates and DocumentTemplate lifecycle operations.

5|3|Updated Sep 9, 2026
Search Tags:#document generation#salesforce#token mapping#omnistudio#omnidatatransform#revenue cloud#docx templates
One-click install
npx skills add https://github.com/SalesforceLabs/revenue-cloud-foundations --skill document-generation-salesforcelabs
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: document-generation
Source: https://github.com/SalesforceLabs/revenue-cloud-foundations/tree/main/.cursor/skills/document-generation
Command: npx skills add https://github.com/SalesforceLabs/revenue-cloud-foundations --skill document-generation-salesforcelabs

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires python-docx.

What problem does it solve? Building Salesforce OmniStudio document templates involves opaque token syntax, strict Extract/Transform ODT wiring, and silent failure modes (blank output, phantom rows, engine crashes) that are hard to diagnose without deep platform knowledge. ## Core Features & Use Cases - Template authoring and token mapping: Create and modify .docx templates with scalar, repeating-section, conditional, image, hyperlink, and rich-text tokens, then wire them to Extract and Transform OmniDataTransforms. - Lifecycle and generation automation: Use canonical docgen_template_* scripts to build templates, extract tokens, activate/deactivate, upload binaries, and run end-to-end generation smoke tests. - Troubleshooting and validation: Diagnose blank output, cartesian-product explosions, mixed-depth phantom rows, and dynamic image failures using live-verified engine behavior references and static lint/diff helpers. - Use Case: You need an invoice template that lists line items with per-product usage grants and a dynamic company logo; this skill guides the Extract hierarchy, Transform formulas, IMG_ token contract, and verification pipeline. ## Quick Start Ask the agent to create a Salesforce OmniStudio invoice .docx template wired to Extract and Transform ODTs and verify it with an end-to-end generation test.

Frequently Asked Questions about document-generation

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I create a Salesforce OmniStudio document template with tokens?▼

Create a .docx with mustache tokens ({{Field}} for scalars, {{#Section}} for repeating rows), then wire a DocumentTemplate record to one Extract and one Transform ODT by name. Use the docgen_template_manage.py script to upload, activate, and generate output.

How do I add dynamic images to a Salesforce document template?▼

Place a plain-text {{IMG_name}} token and have the Transform output an object with src, width, and height. The src must be a ContentDocument ID (069 prefix), and both dimensions are required or the image silently fails to render.

Why is my OmniStudio document generation output blank?▼

Blank output usually means the Extract is failing: check for duplicate object query items, null OutputObjectName values, or dot notation in InputFieldName (use colons). Run docgen_odt_validate.py to lint items and docgen_odt_execute.py to test the Extract directly.

Can I use the SObject REST API to edit OmniDataTransforms in production?▼

No. Salesforce documents OmniDataTransform records as internal use only; create, edit, or delete operations via SObject REST are unsupported outside scratch orgs. For committed work, author Metadata API XML (.rpt-meta.xml) and deploy it.

What causes phantom rows in OmniStudio Extract output arrays?▼

Phantom rows occur when field mappings for the same output array read from mixed hierarchy depths and a deeper join is a child-of (one-to-many) query. Fix it with the redundant join pattern so all mappings read from uniform child depth.

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