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Vlocity Document Generation Flashcards

7 cards from real SVC-17A practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.

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  1. What file format is used as the base for Vlocity Document Generation templates?

    Answer: DOCX

    Vlocity Document Generation templates are built on Microsoft Word DOCX files that contain special merge field markers replaced with Salesforce data at runtime.

  2. Which Salesforce custom object is used to configure data sources and post-processing actions for Vlocity document output?

    Answer: DocGen Template

    The DocGen Template object in Salesforce serves as the primary configuration record, linking the DOCX file to its data sources and post-processing actions.

  3. Which data sources can be used to supply data to a Vlocity DocGen Template?

    Answer: DataRaptors, SOQL queries, and Integration Procedures

    Vlocity DocGen supports DataRaptors, direct SOQL queries, and Integration Procedures as data sources, giving developers flexibility in how record data is retrieved.

  4. Where are DOCX template files typically stored so that a DocGen Template configuration object can reference them?

    Answer: Salesforce Files (ContentVersion records)

    DOCX template files are uploaded and stored as Salesforce Files (ContentVersion), and the DocGen Template configuration references the file's ContentDocument ID.

  5. Which post-processing action in Vlocity DocGen enables the generated document to be automatically emailed to recipients?

    Answer: Email Action

    The Email post-processing action allows Vlocity DocGen to send the generated document as an email attachment to specified recipients immediately after generation.

  6. How is Vlocity Document Generation invoked from within an OmniScript?

    Answer: Using a DocGen Step element

    OmniScript includes a dedicated DocGen Step element that triggers document generation at the appropriate point in the guided process flow.

  7. What is the primary purpose of a DocGen Batch in Vlocity Document Generation?

    Answer: To generate documents for multiple Salesforce records simultaneously

    DocGen Batch allows bulk document generation by processing a set of Salesforce records in one operation rather than generating documents one record at a time.