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Analysis Configuration

The Generate tab in the aprity app lets you configure how your Salesforce documentation is produced. You control the language, output format, template selection, and optional analysis toggles before launching a scan.

Language Selection

aprity generates documentation in two languages:

  • English
  • French

Select your preferred language from the dropdown. The entire documentation output -- including section headings, labels, and AI-generated explanations -- will be produced in the selected language.

note

Additional languages (Spanish, German, Italian, Portuguese) are supported by the On-Demand Docs feature. The main scan configuration currently offers English and French.

note

Language selection applies to the full documentation output. You cannot mix languages within a single scan.

Output Format

The Generate tab presents output formats as selectable tiles. Each tile represents a supported documentation format.

Available Formats

FormatDescriptionAvailability
MarkdownPlain text with Markdown formatting. Suitable for developer wikis and version control.All plans
HTMLSingle-page HTML with collapsible sections. Ready for browser viewing.All plans
DOCXMicrosoft Word document with professional formatting and branding.Professional and Enterprise
PDFPortable Document Format for distribution and archiving.Professional and Enterprise
KnowledgeSalesforce Knowledge article format for Experience Cloud publishing.Enterprise only
ConfluenceFormatted for direct publishing to Atlassian Confluence.Enterprise only

Plan-Based Locking

Formats that are not included in your current plan display a lock icon on the tile. Clicking a locked tile shows an upgrade prompt with details about which plan unlocks that format.

tip

If you need DOCX or PDF output, the Professional plan includes both formats along with additional features. Contact your account manager or visit the aprity billing portal to upgrade.

DOCX Template Selection

When the DOCX format is selected, a template picker appears below the format tiles. Templates control the visual styling of the generated Word document.

System Templates

aprity ships with a default system template that applies aprity branding (colors, fonts, and logo placement). This template is available on all plans that support DOCX output.

Custom Templates

Enterprise plan users can upload custom DOCX templates to apply their own branding:

  • Corporate logo and color scheme.
  • Custom header and footer content.
  • Adjusted section styling and page layout.

To use a custom template:

  1. Upload your template through the aprity admin settings.
  2. Return to the Generate tab.
  3. Select your custom template from the template picker dropdown.
info

Custom templates must follow the aprity template specification. Contact support@aprity.ai for template formatting requirements.

Analysis Toggles

Below the format selection, two optional toggles control additional analysis features:

Business Rule Changelog Depth

The Changelog Depth field controls how many previous scans aprity compares against to generate a changelog. Enter a number between 0 and 10:

  • 0 -- changelog disabled (no comparison with previous scans).
  • 1 to 10 -- aprity compares the current scan against the N most recent previous scans and highlights:
    • New business rules detected.
    • Modified rules (changed logic or conditions).
    • Removed rules (no longer present in metadata).

This is useful for change management and audit trails.

Launching a Scan

After configuring all options:

  1. Review your selections in the Generate tab summary.
  2. Click Generate Now.
  3. You will be redirected to the Scans tab where your new scan appears with status PENDING.
caution

Once a scan is launched, its configuration is locked. To change the language or format, you must start a new scan.