To generate a document from Salesforce Flow, select the Gutenburg action that matches the record pattern, provide the required Automator Name(s), and pass the Salesforce record ID or record IDs that drive the generation.

1. Choose the appropriate Gutenburg Flow action

Gutenburg provides three generation patterns:

  • Create PDFs for 1 record — one Salesforce record.
  • Create PDFs for multiple records — multiple records using the applicable generation setup.
  • Map PDFs to multiple records — different document mappings across multiple records.

2. Configure the Automator

The Flow input requires Automator Name(s).

Automators are configured on the Gutenburg Automator object. The verified minimum configuration is:

  • Name
  • Template Name(s)

The Automator identifies which Gutenburg template or templates should be generated when the Flow action runs.

3. Supply the record context

The Flow must provide the relevant Salesforce record ID or record IDs.

Those IDs can be:

  • Collected or queried inside the Flow, or
  • Passed into the Flow through the standard recordId input-variable pattern.

4. Run the Gutenburg action

Pass the Automator Name(s) and record context into the selected Gutenburg action.

5. Continue the Flow after generation

When a matching Salesforce File is created, the generated Gutenburg Document record contains a File ID that can be used later in the Flow to retrieve the File, attach it to an email, or continue another Salesforce-native process.