Salesforce ArchitectureIntermediatedocument-generationcongapdf
Architect document generation strategy
Real World Scenario
Sales generates quotes via Conga merge; legal wants version control and e-signature integration.
Expected Answer
• Evaluate Conga vs Salesforce native document generation
• Template versioning in git or CMS
• Merge data SOQL performance large quotes
• Output storage Files vs external DMS
• E-signature handoff DocuSign integrated
• Batch generation limits for statements
• Accessibility PDF generation standards
Follow-Up Questions & Answers
Click to expand — each follow-up includes a direct, interview-ready answer
Main difference: use case and scale. Evaluate Conga vs Salesforce native document generation. Template versioning in git or CMS. Pick based on your integration pattern and team capability. Document generation hits governor limits at scale—architect batch vs interactive paths. Balance speed of delivery with maintainability.
Architect Perspective
Document generation hits governor limits at scale—architect batch vs interactive paths.