SVC-17A Vlocity Document Generation 1 — Questions and Answers
Question 1: What file format is used as the base for Vlocity Document Generation templates?
- DOCX (Correct answer)
- HTML
- XML
Correct 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.
Question 2: Which Salesforce custom object is used to configure data sources and post-processing actions for Vlocity document output?
- DocGen Batch
- DocGen Post Process
- DocGen Template (Correct answer)
- DocGen Package
Correct 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.
Question 3: Which data sources can be used to supply data to a Vlocity DocGen Template?
- Only Apex classes and SOQL queries
- DataRaptors, SOQL queries, and Integration Procedures (Correct answer)
- Only DataRaptors
- Only custom metadata types
Correct 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.
Question 4: Where are DOCX template files typically stored so that a DocGen Template configuration object can reference them?
- Salesforce Documents folder
- Salesforce Files (ContentVersion records) (Correct answer)
- Vlocity Template Library
- Amazon S3 via named credential
Correct 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.
Question 5: Which post-processing action in Vlocity DocGen enables the generated document to be automatically emailed to recipients?
- Notify Action
- Email Action (Correct answer)
- Chatter Post Action
- Outbound Message Action
Correct 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.
Question 6: How is Vlocity Document Generation invoked from within an OmniScript?
- Using a SetValues element with a docgen flag
- Using a DocGen Step element (Correct answer)
- Using an HTTP Action step pointing to the DocGen API
- Using a DataRaptor Extract step with output type Document
Correct 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.
Question 7: What is the primary purpose of a DocGen Batch in Vlocity Document Generation?
- To store multiple DOCX template versions
- To define reusable merge field mappings
- To generate documents for multiple Salesforce records simultaneously (Correct answer)
- To configure email templates for DocGen output
Correct 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.
SVC-17A Vlocity Document Generation 1
What file format is used as the base for Vlocity Document Generation templates?