The security architecture of a document-generation product determines where customer data travels while a document is being created.
What this means
For sensitive Salesforce implementations, evaluate whether data is sent to an external rendering service, what credentials are used, where intermediate files exist, how generated documents are stored, and whether the product introduces additional subprocessors or residency locations.
Data path
Map every system that sees Salesforce data during generation.
Execution model
Understand whether generation happens inside Salesforce or in an external service.
Retention
Define whether generated files are always stored, optionally stored, or sent elsewhere.
Where Gutenburg fits
Gutenburg is a Salesforce-native PDF generation product built around reusable templates, Salesforce data, automation, and accessible PDF output. Use the interactive demo to see the product experience and the documentation for exact configuration steps.