Generate a PDF in Salesforce
Experienced wordsmith, with a keen eye for best of breed Salesforce experiences.
Many organizations choose to generate their documents as PDFs in Salesforce so that all their content across all teams is standardized and looks professional. Documents that are great candidates for PDFs include quotes, invoices, sales proposals, and even data reports.
Choosing to use Salesforce to generate PDFs will keep all your document data accurate and all your files consistent with regards to appearance, layout, and themes.
Salesforce: Generate PDF in 3 Ways
There are many ways to generate a PDF out of Salesforce, but the exact method that you choose will heavily rely on your Salesforce setup, your integration tools, and your specific use case requirements. To get you started, we found three approaches to explain how to export a PDF from Salesforce.
Visualforce Pages
Salesforce provides a framework called Visualforce that can help you create user interfaces. Take your Visualforce pages to the next level and use the “renderAs” attribute to generate the page as a PDF.
Lightning Components
Salesforce lets you use Lightning components and the lightning:container component to generate PDFs. How it works is that the lightning:container component allows you to write code for rendering PDFs outside of a Lightning component framework. In order to use this approach, you must add an external library that supports generating PDFs.
This approach is more flexible than Visualforce but requires more coding knowledge to implement successfully.
Apex
Your third approach could be to use the Apex programming language to generate PDFs. Many administrators use third-party libraries in their Apex code to assist with generating PDFs. Some useful third-party libraries include PDFBox or Flying Saucer.
Using Apex code to generate PDFs gives your business teams more customization options as they can control the structure and content of a generated PDF.
JavaScript PDF Generator for Salesforce
For your convenience we have provided two examples of JavaScript libraries that you can use to generate PDFs from Salesforce.
| Library | Description | Code Example |
|---|---|---|
| jsPDF Library | You can use this popular JavaScript library to create PDF documents dynamically in Salesforce by adding it to your Lightning Component’s static resources. Then, use the basic jsPDF code on the right to generate a PDF within a Salesforce Lightning Component. | // Lightning Component Controller ({ generatePDF: function(component, event, helper) { var pdf = new jsPDF();pdf.text(20, 20, “Hi, let’s generate a Salesforce PDF with jsPDF!’); var pdfOutput = pdf.output();var pdfBlob = new Blob([pdfOutput], { type: ‘applictaion/pdf’ }); var pdfURL = URL.createObjectURL(pdfBlob); // Use pdfURL to display or download the PDF component.set(“v.pdfURL“, pdfURL); } }) |
| Visualforce Page | You can generate PDFs in Salesforce on Visualforce pages with the renderAs attribute. This is a simple option, and you don’t need to write any direct JavaScript code to get it to work. Use the basic code provided in the column on the right to get Salesforce to render the content of a Visualforce page as a PDF. When you test your code, notice that the content within the apex:page tag generates a PDF. | htmlCopy code<apex:page renderAs=”pdf”> <h1>Create a PDF from my page!</h1> <p>My PDF generated from a Visualforce page.</p> </apex:page> |
How to Generate a PDF Link in Salesforce
There are two common ways that you can generate a PDF link in Salesforce. The first method is by using Visualforce pages, and the second is to use Lightning Components. We will discuss both approaches in this article. Let us know which dynamic PDF generator suits your requirements better.
Visualforce Pages to Generate PDF Link
We already discussed how you could use Visualforce to create custom user interfaces and generate PDFs from contents on a page, but you can also use this framework to generate a PDF and a link to that page. To replicate this example on your side, follow the steps below:
<apex:page renderAs=”pdf”>
<h1>Your PDF Content Goes Here</h1>
<p>This is an example PDF generated using Visualforce.</p>
</apex:page>
<a href=”{!URLFOR($Page.YourVisualforcePageName)}” target=”_blank”>Generate my PDF</a>
Lightning Components to Generate PDF Link
If you are looking for a flexible approach to generating a PDF link, then you want to use Lightning components in Salesforce. Follow the steps below to generate a PDF link using Lightning components:
({
generatePDF : function(component, event, helper) {
window.p[er(‘/apex/YourVisualforcePageName’, ‘_blank’);
}
})
Export PDF Tool Options for Salesforce
As you can see from our article, to generate a PDF report from Salesforce requires some coding and technical knowledge. If you are looking for a third-party application to assist you with exporting PDFs from Salesforce, then we recommend checking out the Salesforce AppExchange.
For starters, you can find Titan for dynamic PDF generation on the Salesforce AppExchange. With Titan’s Word Add-in, you can preview and download your interactive documents in a PDF after configuring your templates with data from Salesforce. If you would like to learn more about this topic, read our Word Add-in – Preview PDF article in our support center.
For an objective view, we have also selected four reliable third-party tools that integrate with Salesforce for PDF exports.
Conga Composer
With Conga Composer, your teams can automate their processes to create and generate PDFs with Salesforce data. Many companies trust Conga Composer to generate PDFs from Salesforce for their contracts, quotes, and proposals.
DocuSign
DocuSign is more than just a third-party Salesforce PDF generation tool. When you choose to integrate DocuSign with Salesforce, your staff can add and manage e-signatures in their PDF documents. Organizations that regularly work with records that need to be signed and shared choose to use DocuSign.
WebMerge
This third-party tool for Salesforce can populate templates with data from your CRM platform so that you can also generate a PDF for export. Many organizations choose WebMerge to help generate invoices, contracts, and reports as PDFs.
Drawloop
Previously known as Nintex Document Generation, Drawloop works well with Salesforce. Your teams can use Drawloop to create PDFs with data pulled from your Salesforce records.
FAQ
Are you looking for more content? Here are a few more questions we pulled from our Titan archives regarding PDFs and Salesforce.
How do I create a PDF using Apex in Salesforce?
First, use the PageReference. getContentAsPDF() Apex method. This method will render your Visualforce page as PDF data. Now, use Apex code to convert your PDF data to a document, such as PDF.
Can Salesforce generate documents?
Yes, Salesforce can generate the documents you have in your CRM platform. Keep in mind that the types of documents you can generate depend on your unique integrations.
Can you upload a PDF to Salesforce?
Yip! Salesforce supports all file types, such as PDF files, PowerPoint presentations, Excel spreadsheets, image files, and more.
Create, Generate, and Share Professional Documents
Thank you for reading our article. We hope you found it engaging and that you were able to follow along with the guides to export a PDF. If you want to create flexible Salesforce documents, look no further than Titan.
Titan is a no-code digital experiences platform with many features to help make the most of your Salesforce account, including document generation. Titan offers static and dynamically generated documents with a simple button click. Let your staff create documents with multiple specific details and records pulled directly from Salesforce. You also get the option to download your attached documents or attach them to records in Salesforce!
Sound interesting?
Contact us today!
Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.
