Build reusable PDF templates that combine document layout with live Salesforce data.
How Gutenburg approaches salesforce pdf templates
The Gutenburg Template Builder provides a visual canvas plus Dynamic Elements for record data, global variables, input variables, form fields, data tables, snippets, images, and related data sources.
Visual formatting
Format fonts, tables, images, links, alignment, page settings, and other document presentation directly in the builder.
Dynamic Elements
Merge record data, related records and external values passed into the generation process.
Reusable logic
Use Snippets and conditional content to reduce duplicated configuration across templates.
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.