Solutions

Salesforce-Native Document Generation

Keep document processing inside the Salesforce environment instead of routing customer data through a separate document-generation service.

Salesforce-Native Document Generation in one sentence

Keep document processing inside the Salesforce environment instead of routing customer data through a separate document-generation service.

How Gutenburg approaches salesforce-native document generation

Gutenburg is built to run fully within Salesforce. According to the product architecture, customer data used for document generation does not need to leave the customer Salesforce environment for processing.

One security model

Work with Salesforce users, permissions, records, Files, and platform controls rather than introducing a parallel data-processing environment.

Data residency follows Salesforce

Because processing remains in the customer Salesforce environment, the document-generation path does not introduce an additional external processing location.

Familiar administration

Assign managed-package licenses and Gutenburg Admin or Gutenburg User permission sets through Salesforce Setup.

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.