Pdf Template Actions

introduction the pdf template builder is used to populate pdf forms with data from salesforce it allows you to map fields such as text inputs or checkboxes with values from salesforce you can upload any fillable pdf form (for example, a tax form or agreement), select the fields or checkboxes that need to be populated, and configure them using data from salesforce this setup supports single , collection , and runtime variables to handle different use cases like simple field inserts or dynamic values once configured, the pdf form can be published and used in flows or embedded in record widgets for document generation steps to create a pdf template go to the cloudfiles app in salesforce and open the document generation tab click upload template and select the pdf form you want to use once uploaded, locate the template in the list click the menu icon (⋮) next to it and choose edit in the side panel that opens, set salesforce as the platform select the object that contains the data you want to use (for example, account, contact, or a custom object) click submit to confirm the selection the pdf will now open in edit mode the template is now ready for field mapping you can move to the next steps using the options insert field and insert condition insert field docid\ orfoyrd5cikhqt8gizahd use insert field when you need to place values from salesforce fields into specific text areas of a pdf it is commonly used for fields like names, dates, or reference numbers that need to appear in the final generated document insert condition docid 4rtfqefk4uvthpvsxmy2y use insert condition to tick checkboxes or radio buttons based on specific conditions from the record