Automation & Integration
Generate documents from Flow, Apex, buttons, and other Salesforce automation patterns.
Core Automation
9 articlesGutenburg Flow Actions Overview
Choose the Gutenburg Flow action that matches a single-record, multi-record, or mapped-record generation workflow.
Generate a Document from Flow
Generate Gutenburg PDFs from Salesforce Flow by combining the appropriate Flow action, Automator Name(s), and record IDs.
Pass Template ID or Template Selection from Flow
Use the Gutenburg Automator layer to connect template selection in Flow to document generation.
Flow Output Variables
Use the File ID on the generated Gutenburg Document record to continue Salesforce Flow processing after document generation.
Invoke Gutenburg from Apex
Use Gutenburg’s document-generation patterns from Apex when document creation needs to be driven programmatically.
Generated File Naming
Define static or dynamic PDF filenames in the Gutenburg template so generated files follow your organization’s naming convention.
Generated File Storage
Understand the Gutenburg Document record, the optional matching Salesforce File, and how generated output is retained in Salesforce.
Deliver or Send Generated Documents
Use Salesforce’s existing email engine and email templates to send PDFs generated by Gutenburg.
Create a Gutenburg Button
Create a Salesforce button that opens Gutenburg for a record and optionally preselects a template.