Generated PDF filenames are defined in the Gutenburg Template. A filename can be fixed for every output or built dynamically from data so the resulting Salesforce File follows an established naming convention.
Use a static filename
Choose a static filename when every document generated from the template should use the same base naming pattern.
This is useful for standardized document types where the surrounding Salesforce record already provides the necessary context.
Use a dynamic filename
Dynamic filenames can merge changing values into the output name.
Examples supplied for the product include:
- Today’s date
- Customer name
- Other data used to follow an established file-naming convention
A dynamic naming pattern can make generated documents easier to identify in Salesforce Files and downstream business processes.
Define naming at the template level
Because the filename is configured in the Gutenburg Template, the naming convention travels with the document design and generation workflow rather than requiring users to rename each PDF manually.