Together, these controls keep every template accurate, brand-safe, and reliably ready for automation.
Pre-Publish Validation
Pre-Publish Validation lets you preview a template using real Salesforce record data and runtime variables, test its conditional logic, and verify formatting before publishing. Catching issues before anything goes live means every document generates right the first time.
Template Organization
Template Organization lets you classify and label templates with tags, so a growing library stays structured instead of relying on naming conventions. Automations can then fetch just the templates carrying a given tag, rather than every template published for an object.
Version & Release Control
Version & Release Control lets you publish new templates, update existing ones, maintain version history, and track template changes across releases. This keeps templates current without breaking automations, so every update stays controlled and traceable.
Usage & Audit Insights
Usage & Audit Insights tracks template generation activity and publishing changes, making that history available for audit trails and reporting. This makes it possible to see what's being used, what's working, and to prove ROI with clean reporting data.
Part of the Template Governance Hub.
