Document Engine

Highlights

• PDF Generation and Template Management Configure PDF generation for any standard or custom Salesforce object. Create, clone, and revisit template content with built-in version control. Preview documents on-the-fly during template design.
• Powerful Template Language Design PDF documents using HTML and CSS markup. Use Handlebars expressions to build conditional logic, iteration, data formatting, and reusable sub-templates. Inject record data via merge fields that traverse object hierarchy.
• Seamless Localization Create documents in any language, currency, or date format using custom labels and flexible formatting functions.
• Extend functionality via Apex Extend basic merge field functionality with the Data Builder feature. Implement custom data extraction, grouping, or other preprocessing for your specific needs. Use built-in global classes to invoke PDF generation logic.
• External Stateless Servers Generates PDFs on external stateless servers, ensuring no impact on Salesforce's CPU or memory limits. No data is stored externally, adhering to strict no-log/no-cache policies.
• Merge Field Review Quickly review all merge fields, optimize CPU usage during document generation, and ensure templates are accurate and efficient.
• Powerful Conditional Logic Use if-then rules for smart templates, dynamically including or excluding sections for precise, compliant documents.
• Release Process Release and move templates between instances using built-in custom metadata logic. Save templates to your version control system and include them in your DevOps Center pipeline or other CI/CD process.
• Professional Template Setup Assistance We provide expert services to help you design and implement intricate PDF templates tailored to your specific requirement.