Template Builder
Build document templates with formatting, Salesforce data, fields, tables, snippets, images, page settings, and real-time preview.
Overview
7 articlesTemplate Builder Overview
Understand the Template Builder workspace: template identity, theme, formatting toolbar, canvas, dynamic elements, and real-time preview.
Name a Template
This is where you name your template.
Choose a Template Theme
You can change the builder theme if desired.
Use the Formatting Toolbar
The toolbar allows styles to be customized.
Use the Template Canvas
This is where template content is put together, ranging from static text to dynamic elements.
Use Dynamic Elements
Use Data Sources, Fields, Data Tables, and Snippets to make templates dynamic with Salesforce data and reusable logic.
Preview a Template
This shows a real-time preview of the template, showing a PDF that updates as changes are made.
Formatting & Styles
12 articlesChoose a Font
A few default fonts are listed, but the list can be extended with standard or custom fonts if desired.
Change Font Size
Select the desired text size.
Bold, Italicize, Underline, or Strike Text
Once clicked, the text is bolded.
Change Text Color
Color can be selected either by dragging the slider or pasting a hexadecimal value.
Insert a Fixed Table
Drag your cursor to select the desired table dimensions. This example features a 3 column, 3 row table.
Insert an Image
Inserting an image involves a few key settings.
Insert a Hyperlink
Specify the desired image URL and then insert the link.
Indent Content
After the button is clicked, the content is indented further.
Align Content
After the button is clicked, the content is left-aligned.
Page Settings
The page configuration can be updated to change page size, margins, and more.
Document Settings
Click here to change settings about how the document saves and which test record to use.
Use Magic Wand NLP
Type in text that describes what dynamic element needs to be magically inserted, then highlight it.
Images
3 articlesConfigure Images in Templates
Configure and insert an image using a URL, dimensions, accessibility text, and the Insert control.
Set Image Dimensions and Units
Set image width, height, and units in inches, centimeters, or pixels.
Add Alternative and Actual Text to Images
Add image alternative text and actual text as part of accessible template authoring.
Data Sources
4 articlesData Sources Overview
Choose the primary Salesforce object and manage the objects available to a Gutenburg template.
Add a Salesforce Data Source
Additional objects, including custom objects, can be added to the list if needed.
Update Data Source Settings
Once satisfied with the list, click 'Update Settings'.
Choose Parent and Related Data Sources
An additional data source can be configured by clicking the plus sign in that section.
Fields
1 articleRecord Data
6 articlesRecord Data Fields Overview
Use Record Data fields to merge values from primary, additional, and related Salesforce records.
Choose a Record Data Source
The record data source always shows the Primary Data Source, but also shows Additional Data Sources if configured. This provides flexibility to retrieve data from many records when needed.
Select and Insert a Salesforce Field
Once a field is selected, click Insert Field to add it to the template canvas.
Preview Record Data
And the real time preview contains sample data merged in, allowing you to make sure the correct field is selected.
Format a Dynamic Field
Styles can be conveniently apply bold, italics, or underline formatting to all instances of a given field.
Navigate Related Salesforce Fields
Any field followed by a carat can be expanded. Click on the entry to show all of the other object's fields.
Global Variables
2 articlesInput Variables
3 articlesInput Variables Overview
Use Input Variables for values supplied to the template from Flow or Apex.
Create and Name an Input Variable
Begin by naming the variable. This name should match the name of the variable in Flow or Apex that is passing input.
Insert an Input Variable
Once the name is specified, click Insert Field.
Form Fields
4 articlesForm Fields Overview
Insert fillable PDF fields that recipients can complete and that can also be prepopulated.
Insert a PDF Form Field
A form field can be inserted without any configuration required.
Preview and Test a Form Field
The light blue shading in the template canvas represents the fillable field.
Prepopulate a Form Field
A form field can also be prefilled by populating the value configuration.
Data Tables
11 articlesData Tables Overview
Use Data Tables to retrieve multiple Salesforce records and render them as configurable repeating tables.
Create a Dynamic Data Table
Click the Object dropdown to select the type of record that will be summarized in the table.
Choose the Data Table Object
A list of objects is presented by default, but Gutenburg supports any object: standard or custom. Click the plus icon to add additional objects.
Add and Configure Columns
All of the fields from the source object are available for selection. Choose one to map it to the first column.
Format Data Table Values
Some fields, like numbers and dates, may need to be formatted in specific ways. To control the formatting, click the gear icon.
Use Advanced Column Formatting
If advanced formatting options are needed, Gutenburg permits a high level of customization.
Choose a Parent Source
The Parent Data Source setting offers built-in filtering. If you only want to see records related to your Primary or Additional Sources, select that option here.
Filter Data Table Records
Additional filters can be added to the data table if desired.
Order Data Table Records
The records in the list can also be ordered by a specified field. Simply choose which field should determine the order.
Insert and Preview a Data Table
Once the Data Table is configured, click Insert Data Table to add it to the template canvas.
Style Data Table Cells
Additional customizations can be made to a Data Table by right-clicking it in the canvas.
Snippets
7 articlesSnippets Overview
Use Snippets to reuse blocks of content and conditionally include sections of a document.
Create a Snippet
Once the snippet is created, there are a couple of key fields: content and conditions. Click on either to expand the Snippet.
Add Content to a Snippet
Now, the content is added. In this case, the Snippet represents a short sentence. But it could also include images, data fields, and more if needed.
Insert a Snippet
Click Insert to place the Snippet into the template.
Reuse a Snippet Multiple Times
The Snippet is now inserted into the template canvas. The content gets truncated to make the template easier to read.
Add Conditions to a Snippet
A Snippet can also have conditions applied, making the inclusion of the content rule-driven.
Preview Conditional Snippets
Because this test record satisfies the criteria, the Snippet contents are included in the preview.