The “Show Tokens To Populate” component, which is located on the List View page of the Template Configuration object, helps create docx templates by providing Users with a list of available tokens. The tokens retrieved with this component use the “Object API Name” method and are automatically mapped to correct Salesforce fields after template upload.

The docx template, created via the component, will have selected tokens grouped in the following manner:

  • Main Object tokens.
  • Child Object tokens.
  • Parent Object Tokens.
  • Static tokens.

Within each group, selected tokens will be sorted alphabetically.