Solutions

Salesforce Document Automation

Turn document generation into a repeatable Salesforce process rather than a manual finishing step.

Salesforce Document Automation in one sentence

Turn document generation into a repeatable Salesforce process rather than a manual finishing step.

How Gutenburg approaches salesforce document automation

Gutenburg can sit inside Salesforce automation so documents are generated when the business process calls for them, using Automators to connect records and templates to the generation action.

Flow actions

Use the single-record, multi-record, or mapped-record generation actions depending on the automation pattern.

Bulk patterns

Because Gutenburg runs on-platform, bulk designs follow Salesforce governor and transaction limits; process design can be optimized when larger workloads require it.

Delivery with Salesforce

Use familiar Salesforce capabilities, including Salesforce email templates, to distribute generated PDFs.

Where to see it

The interactive product tour shows the end-user and Template Builder experience. For exact action names, parameters, permissions, and configuration steps, use the technical documentation.

Related Gutenburg resources

See it in Salesforce

Turn the document workflow into part of the Salesforce workflow.

Explore the interactive tour or open a conversation about the documents, automation, accessibility, and security requirements that matter to your organization.