Salesforce document generation is the process of turning Salesforce record data into repeatable documents such as PDFs, proposals, letters, invoices, reports, forms, and agreements.
What this means
A document-generation system connects a template to Salesforce data, applies formatting and business rules, and creates an output file or record. The key design questions are where generation happens, how templates are maintained, how automation is invoked, and how the resulting document is stored and delivered.
Core ingredients
Templates, Salesforce data, business logic, a generation engine, and an output/storage path.
Common triggers
User buttons, Flow, Apex, scheduled or batch processes, and agentic workflows.
Evaluation criteria
Template usability, security architecture, accessibility, automation, output formats, support, and ongoing administration.
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.