Practice Test GeeksSVC-17A - Salesforce Vlocity Certified Practice Test
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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 is the purpose of a conditional section in a Vlocity DocGen DOCX template?

    Answer: To include or exclude content blocks based on data conditions

    Conditional sections use IF/ENDIF markers in the template to include or exclude blocks of content depending on whether specific data values meet defined conditions.

  2. Which post-processing action converts a Vlocity DocGen output from DOCX format into a PDF?

    Answer: Convert Action

    The Convert post-processing action in Vlocity DocGen handles format conversion, enabling the DOCX output to be converted to PDF before delivery or storage.

  3. What does the Attachment post-processing action do in Vlocity Document Generation?

    Answer: Saves the generated document as a Salesforce File linked to the source record

    The Attachment post-processing action saves the generated document as a ContentDocument (Salesforce File) and relates it to the triggering Salesforce record.

  4. What does the Preview feature in a DocGen Template configuration provide?

    Answer: Generates an actual document using real Salesforce record data for verification

    The Preview function generates a real document using live Salesforce record data, allowing administrators to verify the output before deploying to end users.

  5. In Vlocity DocGen, what mechanism is used to iterate over a collection of child related records within a template section?

    Answer: Repeating row or section markers that loop over the related list

    DocGen templates support repeating section markers that instruct the engine to loop through each record in a child related list and render the marked section once per record.

  6. What is a DocGen Sub-Template used for in Vlocity Document Generation?

    Answer: A reusable document component included inside a main DocGen Template

    DocGen Sub-Templates are modular document components that can be independently authored and included within a main template, promoting reuse of common document sections.

  7. How can dynamic images be incorporated into a Vlocity DocGen generated document?

    Answer: Image URLs or Salesforce File IDs can be referenced through merge field syntax

    Vlocity DocGen supports dynamic images by allowing merge fields to contain image URLs or Salesforce ContentDocument IDs, which the engine resolves to actual images at generation time.