Configuring SDK for Authenticated vs. Unauthenticated Users

Configuring SDK for Authenticated vs. Unauthenticated Users

This guide explains how the S-Docs SDK works for both authenticated (logged-in) and unauthenticated (guest) users context, and how to configure each properly in your Salesforce Site/ Community/ Experience Cloud.

Context	Common Use	Runs As	Key Setup
Authenticated User	Community or Internal or Integration users	User generating	S-Docs license + permission sets
Unauthenticated User	Experience Cloud (guest user)	System mode	System Mode enabled

Authenticated Users

Authenticated users are logged into Salesforce, such as internal, partner, or community users. The SDK runs under their permissions and licenses.

Configuration to check:

1

Community membership and permission sets

• Go to Community Cloud Site > Workspace > Administration > Members

  • Under Selected Profiles, add the profile used by your community users.
  • Under Selected Permission Sets, add:

    • S-Docs User
    • LWC Community User

2

User record-level checks

At the user record level, ensure:

• The S-Docs User and LWC Community User permission sets are assigned.
• The user has an S-Docs license.
• The user has access to the site (if applicable).

Unauthenticated Users

Unauthenticated users are not logged in (guest users). For these users, S-Docs supports System Mode, allowing document generation without a user session.

For LWC configuration:

Follow these steps to enable the Generate Documents LWC for guest user generation:

1

Open LWC component in Experience Builder

Click on the LWC component in the Experience Builder to open the configuration panel.

2

Enable System Mode Generation

Check the box labeled System Mode Generation (Experience Cloud).

3

Repeat for Generated Documents LWC

Repeat this for the Generated Documents LWC — open the component, and check the same box to grant guest users access.

Once enabled, your S-Docs LWCs are ready for guest user document generation.

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For SDK configuration:

1

Open SDK action in Flow Builder

In Flow Builder, open your S-Docs invocable action (SDK action).

2

Toggle System Mode Generation

Toggle on the System Mode Generation (Experience Cloud) option.

3

Set input value to True

Set the value to True in the input field.

Note:

• The System Mode setting appears in all contexts but is only executed in Experience Cloud (guest) environments.
• Running system mode within an internal org context will result in a generation failure.

Typical Errors Encountered:

• Error Occurred: An Apex error occurred: SDOC.Exceptions.GenerationException: Insert failed. First exception on row 0; first error: INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY, You do not have the level of access necessary to perform the operation you requested. Please contact the owner of the record or your administrator if access is necessary.: [NetworkId]