Use the Template Governance Hub to catch formatting and data issues before a template goes live, keep a clean, traceable version history as templates evolve, and give admins visibility into how templates are used across the org. Its Template Gallery gives teams a centralized library to browse, search, and reuse existing templates instead of rebuilding from scratch. For the broader picture of CloudFiles document generation, see the Document Generation overview.

Template Management Hub

The Template Management Hub lets you validate templates before publishing, manage versions and releases cleanly, and track usage for audits and reporting.

  • Pre-Publish Validation: Preview a template using real Salesforce record data and runtime variables, test conditional logic, and verify formatting before publishing - catching issues before anything goes live.
  • Version & Release Control: Publish new templates, update existing ones, and maintain full version history so you always know what's live, without breaking existing automations.
  • Usage & Audit Insights: Track template generation activity and publishing changes, making the data available for audit trails and reporting on usage and ROI.

The Template Gallery gives teams a centralized library to discover and reuse templates, with quick search and preview built in.

  • Browse & Search Templates: Find the right template quickly by browsing or searching the centralized template library.
  • Preview & Reuse Templates: Preview a template before reusing it, so teams standardize on proven designs instead of rebuilding from scratch.