Skip to main content
Question

Reusing existing DocGen forms across multiple objects

  • April 24, 2026
  • 0 replies
  • 7 views

Forum|alt.badge.img+7

Looking for help with reusing existing DocGen forms on different Salesforce objects.

  • Currently, all DocGen forms are configured on the Account object.
  • Requirement is to reuse the same forms on Opportunity and Contract objects.
  • I assumed that passing the correct object type and object Id during the Create and Upload step would be sufficient.
  • However, when the document is generated and viewed in SF DAL, it always gets stored under the Account folder instead of the runtime object (Opportunity/Contract).

Has anyone successfully reused DocGen forms across multiple objects?
Is there additional configuration required to override the source object or target folder behavior?

Happy to share more details if needed.