XML Templates


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

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