Templates, bundles and batches explained
Three words come up constantly in Sliick Docs, and they are easy to confuse. This page names the distinction once.
- Template is the unit of authoring. One template renders one PDF for one record at a time. See The template editor.
- Bundle is the unit of composition. One bundle stitches several templates together into a single combined PDF for one record. Bundles publish to immutable releases too. See Multi-template bundles.
- Batch is the unit of bulk. One batch runs one template (or one bundle) against many records. Each batch has its own status (Queued, Running, Merging, Succeeded, Partial Success, Failed, Aborted) and tracks one job per record. See Doc Batches.
Behind the scenes all three follow the same path: load the record, evaluate any conditional or repeating sections, substitute merge fields, render using the native Salesforce PDF engine, and save to Salesforce Files. The difference is who initiates the work and how many records are covered.