This guide covers find the generated file on the record in Gutenburg. The PDF is attached to the record automatically, making it easy to retrieve when needed and allowing retention for as long as needed.

The PDF is attached to the record automatically, making it easy to retrieve when needed and allowing retention for as long as needed.
The PDF is attached to the record automatically, making it easy to retrieve when needed and allowing retention for as long as needed.

Controls and settings

  • PDF in FilesThe PDF is attached to the record automatically, making it easy to retrieve when needed and allowing retention for as long as needed.

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.