SVC-17A Vlocity Document Generation 2

Question 1

What is the purpose of a conditional section in a Vlocity DocGen DOCX template?

Accepted Answer

To include or exclude content blocks based on data conditions

Answer

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.

Question 2

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

Accepted Answer

Convert Action

Answer

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

Question 3

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

Accepted Answer

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

Answer

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

Question 4

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

Accepted Answer

Generates an actual document using real Salesforce record data for verification

Answer

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

Question 5

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

Accepted Answer

Repeating row or section markers that loop over the related list

Answer

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.

SVC-17A - Salesforce Vlocity Certified Practice Test

SVC-17A - Salesforce Vlocity Certified Practice Test

SVC-17A Vlocity Document Generation 2