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PDF Template Generator: A Complete Guide

Creating new PDF Templates

  • Using the content editors
  • Using formulas and merge fields
  • Adding, deleting, and moving template sections
  • Controlling section breaks
  • Conditional and repeating sections
  • Copying templates

Setting up a Force.com site to support PDFs

Using PDF Templates

  • Sending a PDF with an Action Event
  • Sending a PDF from a record

Selected Reference Fields

Glossary of PDF Template Terms

Creating new PDF Templates

  • Using the content editors
  • Using formulas and merge fields
  • Adding, deleting, and moving template sections
  • Controlling section breaks
  • Conditional and repeating sections
  • Copying templates

Setting up a Force.com site to support PDFs

Using PDF Templates

  • Sending a PDF with an Action Event
  • Sending a PDF from a record

Selected Reference Fields

Glossary of PDF Template Terms

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