Generate PDFs from Salesforce records while keeping the workflow familiar to Salesforce users and admins.
How Gutenburg approaches salesforce pdf generation
Gutenburg is focused on PDF creation inside Salesforce: users choose or automate templates, merge Salesforce data, generate a Gutenburg Document record, and can optionally retain the corresponding Salesforce File.
Single or multiple templates
Support end-user selection or automate predefined template sets through Automators.
Dynamic file naming
Use static naming or merge values such as customer name or date into the generated PDF filename.
Salesforce-native file lifecycle
Generated Files are standard Salesforce Files when file creation is enabled, while the Gutenburg Document record remains linked to the base record.
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.