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Salesforce Flow Document Generation

Generate PDFs from Salesforce Flow using managed-package actions designed for single-record, multi-record, and mapped-record workflows.

Salesforce Flow Document Generation in one sentence

Generate PDFs from Salesforce Flow using managed-package actions designed for single-record, multi-record, and mapped-record workflows.

How Gutenburg approaches salesforce flow document generation

Gutenburg Flow actions use Automators to define the template set, then accept the record context needed to generate documents inside the Salesforce process.

Create PDFs for 1 record

Use apex-Gutenburg__SingleRecordAction when one record drives the generation step.

Create PDFs for multiple records

Use apex-Gutenburg__MultiRecordAction when one automation needs to process multiple records.

Map PDFs to multiple records

Use apex-Gutenburg__MappedRecordAction when different templates need to be mapped to different records.

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.