Introduction
XML templates allow you to merge data from Salesforce into XML files. They are built with the S-Docs Template Editor in Salesforce.
Main Advantages
XML templates are used to export data from Salesforce into XML files that can be read by other systems.
They are not used to create regular business documents.
Supported Features
| Feature | Supported? |
|---|---|
| Merge Fields | |
| Related Lists | |
| Conditional Logic | |
| Live Edit | |
| Runtime Prompts | |
| HTML/CSS Source Editing | |
| Named Queries | |
| Template Header & Footer | |
| Insert Component Templates | |
| Mass Merge (Batch Generation) | |
| Collect e-signatures with S-Sign |
Recommended For
XML templates must be well-formatted to function correctly and are not recommended for general use.
Main Limitations
- The template must be written in standard, well-formatted XML syntax
- It can be difficult to ensure certain values get escaped, which can make it difficult for other systems to parse the XML file
Tags: Format-Specific, Template Editor