We're in the process of improving this site to make it more usable and helpful. Can't find something you're looking for? Access the old help site here.


The Data tab of your DocGen Package, allows you to configure basic information for your DocGen PackageA "package" consisting of data from Salesforce, your created template, and the output of where and how your documents will be delivered.. The data can come from Salesforce Objects, Reports, and/or Visualforce pages and can be merged into your document templates. You'll notice that the Data tab contains the following sections: