SVC-17A Vlocity Document Generation

Question 1

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

Accepted Answer

DOCX

Answer

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?

Accepted Answer

DocGen Template

Answer

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?

Accepted Answer

DataRaptors, SOQL queries, and Integration Procedures

Answer

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?

Accepted Answer

Salesforce Files (ContentVersion records)

Answer

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?

Accepted Answer

Email Action

Answer

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

SVC-17A - Salesforce Vlocity Certified Practice Test

SVC-17A - Salesforce Vlocity Certified Practice Test

SVC-17A Vlocity Document Generation