This guide covers create the selected pdf in Gutenburg. When the desired templates are selected, click the 'Create' button.

When the desired templates are selected, click the 'Create' button.
When the desired templates are selected, click the 'Create' button.

Controls and settings

  • Click CreateWhen the desired templates are selected, click the 'Create' button.

How this fits into the end-user workflow

The end-user workflow stays inside the Salesforce context: select the applicable template or templates, create the PDF, review the generated result, and return to the source record.