Practical guides to Salesforce document generation, PDF generation, PDF/UA, accessible PDFs, security architecture, templates, automation, and accessibility at scale.
What Is Salesforce Document Generation?
Salesforce document generation is the process of turning Salesforce record data into repeatable documents such as PDFs, proposals, letters, invoices, reports, forms, and agreements.
Explore →What Is PDF/UA?
PDF/UA is the ISO family of standards for universally accessible PDF, defining requirements that make PDF content more reliably interpretable by assistive technology.
Explore →What Is an Accessible PDF?
An accessible PDF preserves the document’s visual design while also providing programmatic structure and information that people using assistive technology can perceive and operate.
Explore →PDF/UA vs. WCAG
PDF/UA and WCAG overlap but serve different roles: PDF/UA is a PDF-specific ISO standard, while WCAG is a technology-neutral set of accessibility success criteria.
Explore →Salesforce PDF Accessibility
PDF accessibility in Salesforce is ultimately a document-generation problem: the output must preserve meaningful structure, not only merge the right record data.
Explore →Salesforce Document Generation Guide
A good Salesforce document-generation design starts with the business process, not the PDF button.
Explore →Salesforce Document Generation Security
The security architecture of a document-generation product determines where customer data travels while a document is being created.
Explore →Accessible Document Generation at Scale
Accessibility becomes a systems problem when an organization generates hundreds or thousands of documents from templates.
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