Steps to Insert a Field:

  1. Navigate to the Document Generation tab in the CloudFiles app and open the PDF template in Edit mode using the menu (⋮) next to the template.
  2. Click the + Insert Text button in the right panel.
  3. Click on a text field area in the PDF, or select a field from the list in the bottom panel. The selected field will be highlighted.
  4. In the Insert Field section that appears on the right, choose the Salesforce field from the Field API Name dropdown.
  5. Optionally, select a Format to control how the value is displayed in the generated document.
  6. Click Apply to map the field. A green dot will appear on the field to indicate it has been successfully mapped.

Use Case

Let's say you need to generate a W-9 form for each Contact record in Salesforce. Instead of manually entering the contact's name, address, or tax details each time, you can set up the PDF template to automatically fill these fields using the Insert Text action.

Steps:

  • Upload the W-9 PDF as a new template in the Document Generation tab.
  • Click the menu (⋮) next to the uploaded file and choose Edit.
  • In the right panel, select Contact as the object and click Set Primary Record to open the PDF editor.
  • Click + Insert Text, then click on Line 1 (under Name of entity/individual) and map it to Contact.Name.
  • For Line 2, map a business or company name (e.g., Contact.Account.Name or a custom field).
  • Insert address details into Lines 5 and 6 using:
  • MailingStreet
  • MailingCity
  • MailingState
  • MailingPostalCode
  • After mapping all fields, click Publish to save the template.