Manage DocGen Package data

Use the Data tab to configure basic information for your DocGen Package A customizable package that consists of your Salesforce data, documents, and delivery configurations for documents you want to generate. and set up relationships between Salesforce objects Salesforce says, "An object allows you to store information in your Salesforce organization." to retrieve data that you can use in the documents you generate. The data can come from Salesforce Objects, Reports, and/or Visualforce pages and can be merged into your document templates. Different types of relationships between objects in Salesforce determine how they handle data sharing, deletion, and required fields in page layouts. For more information on using the Data tab, see:

• Data configuration

• Set up relationships in DocGen Packages