XML templates allow you to merge data from Salesforce into XML files. They are built with the S-Docs Template Editor in Salesforce.
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.
|HTML/CSS Source Editing|
|Template Header & Footer|
|Insert Component Templates|
|Mass Merge (Batch Generation)|
|Collect e-signatures with S-Sign|
XML templates must be well-formatted to function correctly and are not recommended for general use.
- 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