User Experience
Create, review, and retrieve PDFs from the Salesforce end-user workflow.
6published articles
End User Workflow
6 articlesGenerate a PDF from a Salesforce Record
Create a PDF from a Salesforce record by choosing one or more available Gutenburg templates.
Choose One or Multiple Templates
A list of available templates is presented to choose from.
Create the Selected PDF
When the desired templates are selected, click the 'Create' button.
Review a Generated PDF
Review the generated PDF, return to the source record, and find the resulting Salesforce File.
Return to the Salesforce Record
Click here to return to the original Salesforce record.
Find the Generated File on the Record
The PDF is attached to the record automatically, making it easy to retrieve when needed and allowing retention for as long as needed.