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  • Formatting of dates in any format - no having to create fields to format dates, because Salesforce completely sucks at that.

  • Formatting currency in any format - bonus points for full excel style formatting where you can format for positive, negative and null values (I’ve never seen that though).

  • Formatting percentages - with or without decimals, and handling null (eg display as 0%).

  • Formatting numbers - with or without decimals, and handling nulls.

  • Conditionally displaying text - easy with Word, I just use Word formulas, but if your Doc Gen solution is not on Word, it needs to be easy and robust and allow for many conditional elements in the document.

  • Conditionally displaying paragraphs, sections, bulleted list points etc. Your conditional text is not always inline text, it could be whole paragraphs or even pages.

  • Displaying Images from merge fields - we are not in 1999 anymore - this must be a given. Including Re-sizing the images to fit the desired area.

  • Displaying HTML from within Salesforce - yes this is hard because Salesforce Rich Text fields suck badly, but you have to be able to do this, at least basically.