This guide covers generate a pdf from a salesforce record in Gutenburg. Users can create PDFs by clicking a button.

Users can create PDFs by clicking a button.
Users can create PDFs by clicking a button.

Workflow

  1. Click to Create a PDFUsers can create PDFs by clicking a button.
  2. Template ListA list of available templates is presented to choose from.
  3. Template ListOne or multiple templates can be chosen.
  4. Click CreateWhen the desired templates are selected, click the 'Create' button.

Controls and settings

  • Click to Create a PDFUsers can create PDFs by clicking a button.
  • Template ListA list of available templates is presented to choose from.
  • Template SelectedOne or multiple templates can be chosen.
  • 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.