SVC-17A Vlocity Document Generation 2 — Questions and Answers
Question 1: What is the purpose of a conditional section in a Vlocity DocGen DOCX template?
- To apply font styling to specific paragraphs
- To include or exclude content blocks based on data conditions (Correct answer)
- To set page break behavior between sections
- To define required merge fields that must be populated
Correct 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.
Question 2: Which post-processing action converts a Vlocity DocGen output from DOCX format into a PDF?
- Transform Action
- Render Action
- Convert Action (Correct answer)
- PDF Export Action
Correct 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.
Question 3: What does the Attachment post-processing action do in Vlocity Document Generation?
- Attaches merge field metadata to the template file
- Saves the generated document as a Salesforce File linked to the source record (Correct answer)
- Attaches the DOCX template to an email
- Adds a watermark layer to the PDF output
Correct 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.
Question 4: What does the Preview feature in a DocGen Template configuration provide?
- Displays a low-resolution thumbnail of the DOCX template layout
- Generates an actual document using real Salesforce record data for verification (Correct answer)
- Validates merge field syntax without producing output
- Renders a read-only HTML version of the template
Correct 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.
Question 5: In Vlocity DocGen, what mechanism is used to iterate over a collection of child related records within a template section?
- Nested DataRaptor block syntax
- Repeating row or section markers that loop over the related list (Correct answer)
- A separate sub-template invoked per child record
- An Integration Procedure that flattens child records before merge
Correct 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.
Question 6: What is a DocGen Sub-Template used for in Vlocity Document Generation?
- A backup template used if the primary template fails to load
- A reusable document component included inside a main DocGen Template (Correct answer)
- A read-only preview version of the master template
- A template variant targeting a different output format
Correct 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.
Question 7: How can dynamic images be incorporated into a Vlocity DocGen generated document?
- Images must be embedded statically in the DOCX template and cannot be dynamic
- Image URLs or Salesforce File IDs can be referenced through merge field syntax (Correct answer)
- Images must be pre-uploaded to a Vlocity Image Library and referenced by name
- Only base64-encoded strings can be used for images in DocGen templates
Correct 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.
SVC-17A Vlocity Document Generation 2
What is the purpose of a conditional section in a Vlocity DocGen DOCX template?