On-Demand Document Generation Input

Input representation of the details to generate a comprehensive on-demand document for specified record types.

JSON Example 

1{
2  "recordId": "3ttasd98776266777",
3  "shouldForceRegenerate": true,
4  "documentTemplateId": "0694x000000XyzABC",
5  "documentTitle": "DOC-00000012",
6  "tokenData": "{\"InvoiceLines\":{\"StartDate\":\"02/21/2025\",\"IsUsageBasedInvoiceLine\":false,\"UnitPrice\":\"$7.99\",\"ProductName\":\"Mouse\",\"UsageProductId\":\"01tSG00000BHFPSYA5\",\"Subtotal\":\"$7.99\",\"Quantity\":\"1\",\"Tax\":\"$0.00\",\"Id\":\"5TVSG000000DU3V4AW\",\"CurrencyIsoCode\":\"USD\",\"EndDate\":\"02/21/2025\"},\"NetCreditsApplied\":\"$0.00\",\"CompanyEmail\":\"rsamantaray@salesforce.com\",\"CompanyState\":\"CA\",\"DocumentNumber\":\"DOC-000000001\",\"SubTotal\":\"$7.99\",\"CompanyStreet\":\"1 Market St\",\"CompanyName\":\"260.1\",\"TotalAmnt\":\"$7.99\",\"TotalTax\":\"$0.00\",\"InvoiceDueDate\":\"10/08/2025\",\"CompanyPostalCode\":\"94105\",\"InvoiceDate\":\"09/08/2025\",\"CompanyCity\":\"San Francisco\",\"CompanyCountry\":\"US\",\"AccountName\":\"Sonia BAT Account\"}"
7}

Properties 

NameTypeDescriptionRequired or OptionalAvailable Version
documentTemplateIdStringDocument template ID to use for PDF generation. The document template must be active with UsageType as INVOICE. If you don’t specify this value, the system auto-resolves by using the default template.Optional66.0
documentTitleStringCustom title for the generated document. If you don’t specify a value, the value is auto-generated.Optional66.0
recordIdStringRecord ID of the object the document is generated for. You can specify invoice ID only.Required66.0
shouldForceRegenerateBooleanIndicates whether to regenerate the document (true) or not (false). If set to true, this API generates a document, replacing any existing ones. If set to false, this API skips the generation of document if invoice already has an associated document. The default value is false.Optional66.0
tokenDataStringToken data to generate the document.Optional66.0