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  • Whilst most of the Setup is now in Lightning the DocGen Packages Wizard is still in old Visualforce style. Surely that's an easy fix!
  • Still have to switch to Classic for bulk runs, but hopefully after Spring '18 they can fix that now. 

Things to Know

  • I would avoid using the DocGen Wizard, as you want to set up your data structure first, then check the fields, then way later, upload your document. 
  • If you set up filters on the button ensure that all Packages for that object have the filter option set. 
  • If you are doing an automatic deployment, and have images, remember to add the image parameters to the Drawloop Next formula field - eg ";DeployType:autoemail;imageLogo=" & Logo__c" (Waiting) 

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