Gutenburg is designed to generate the PDF while Salesforce handles delivery. You can use your organization’s existing Salesforce email templates and email automation rather than creating a separate Gutenburg-specific email system.
Generate the PDF with Gutenburg
Use the appropriate Gutenburg user workflow, Flow action, Agentforce action, or other supported generation entry point.
When Salesforce File creation is enabled, the generated document is available as a standard Salesforce File.
Use the File ID in automation
The generated Gutenburg Document record contains the File ID for the matching Salesforce File.
That File ID can be used in Salesforce Flow to retrieve the generated PDF for a later email step.
Send with Salesforce email capabilities
Continue the workflow using the Salesforce email templates and email processes your organization already maintains.
This separation keeps responsibilities clear:
- Gutenburg creates the document.
- Salesforce provides the familiar email engine and email-template workflow.
Why use the existing Salesforce email layer
Using the existing email layer avoids maintaining a second set of email templates solely for document generation and keeps document delivery inside normal Salesforce administration and automation patterns.