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Document sections within a Vlocity Document Template can be conditionally included based on which two items? Note: Thisquestion displayed answer options in random order when taking this Test.
Correct Answer: B,C
In Salesforce Industries (Vlocity) document templates, document sections can be conditionally included based on Advanced Entity Filters and Merge Codes. Advanced Entity Filters allow the template to include or exclude sections based on specific data points or criteria related to the entities being used in the document (e. g., customer data, product types). Merge Codes are placeholders in the template that dynamically pull in data or content based on the underlying data model and specific conditions, allowing for highly customized and relevant document generation.
Recent Comments (The most recent comments are at the top.)
Emi - Jul 06, 2025
✅ Correct Answers: ✅ A. Products - You can conditionally include or exclude sections based on whether specific products are present in the cart or quote. - Useful for tailoring content depending on selected services, bundles, or add-ons. ✅ B. Advanced Entity Filters - These filters let you define complex conditions (e.g., account type, contract term, region). - They evaluate objects and fields in the data model and determine if a section should be shown in the final document.
❌ Incorrect Options: C. Merge Codes: ❌ Used to populate values (like customer name), not for conditional logic. D. Browser Version: ❌ Irrelevant — document generation is server-side, not dependent on browser.
Recent Comments (The most recent comments are at the top.)
✅ Correct Answers:
✅ A. Products
- You can conditionally include or exclude sections based on whether specific products are present in the cart or quote.
- Useful for tailoring content depending on selected services, bundles, or add-ons.
✅ B. Advanced Entity Filters
- These filters let you define complex conditions (e.g., account type, contract term, region).
- They evaluate objects and fields in the data model and determine if a section should be shown in the final document.
❌ Incorrect Options:
C. Merge Codes: ❌ Used to populate values (like customer name), not for conditional logic.
D. Browser Version: ❌ Irrelevant — document generation is server-side, not dependent on browser.