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PDF BUTLER BY CONFIGTYPE

PDF BUTLER BY DATASOURCE

SINGLE DataSource
Report DataSource
Filtered DataSources
Late Binding Dynamic Pictures
Static Values
Full SOQL Power
Rollup summaries
Nested (Parent-Child) DataSources
PICTURE DataSource
Picklist translations DataSource
LIST DataSource
Overview of the SOQL Builder
KEYVALUE

PDF BUTLER LIGHTNING COMPONENTS

CONVERTOR – PDF Butler Convert Component
PRE-VIEWER – PDF Butler Previewer
Inline Edit (or Live Edit)
Lightning Quick Action Previewer
Lightning Convert Component
Translating DocConfig names for the Convertor Component
CLASSIC BUTTON
FILE SELECTOR
DocConfig Selector – logic by flow
Dynamic Selector

PDF BUTLER PACKS

Lightning Flow Action – Convert DOCX to PDF
Create PACK with additional DocConfigs
Actionable AUTO_EMAIL
Actionable EMAIL_DOCCONFIG
Actionable EMAIL Quick Action
Actionable SIGN Butler
Actionable DocuSign
Actionable AdobeSign
Actionable run APEX Class
Quick Chart Setup

PDF BUTLER SALESFORCE AUTOMATION

Lightning Flow
Process Builder
Call PDF Butler via a Button
Lighting Flow introduced variables
Call PDF Butler from APEX
PDF Butler APEX API documentation
Use Apex to Add SFDC Files to the Document – Handle Files via API
PDF Butler Aura example with previewer and download
PDF Butler Lightning Web Component (LWC) example with previewer and download
Call PDF Butler via a LWC Quick Action
Use APEX to Add Datasources
Permission Set Groups
List View Button
Call Flow on AFTER Actionable
Lightning Flow Action – Convert DOCX to PDF
Retrieve Images From SharePoint to Use in Document Generation

PDF BUTLER FOR SALESFORCE CPQ

Multi-level CPQ products
Using CPQ Groups

PDF BUTLER FOR SALESFORCE FIELD SERVICE LIGHTING (FSL)

Field Service Lightning (FSL) – Service Report

PDF BUTLER DEPLOYMENT

Deployment – Agile Project Development
Deployment
Deployment – Doc Config Migration Wizard
Setup new environment (Salesforce.com Org)
Deployment – Command Line Interface (CLI) via SF CLI
Update a Butler App in Salesforce
Doc Config Backup and Restore for Admins

PDF BUTLER BY SALESFORCE PRODUCT

Service – Case Articles
Multi-currency Org
Community / Experience Cloud – Partner & Customer

PDF BUTLER BY DOC CONFIG

MAIN WORD / PDF
TEMPLATE WORD
EXCEL Generator
STATIC PDF
TABLE COLUMN REMOVER
EMAIL
PDF FORM FILLER
CSV – Character-separated value
PPTX – Powerpoint

PDF BUTLER TIPS & TRICKS

Checkboxes – how to show checked and unchecked boxes
Watermarks, show and hide the watermark in MS Word
Page Repeat – Print the same page for every record
Dynamically load templates
Auto-numbering
Get rid of white-spaces
Home page component
PDF/A
Approval History component
Handling MultiSelect Picklist values
Conditional Formatting
DocConfig Document Override
MS Word Sections
PDF Butler Usage Statistics
PDF Butler Async Delivery Option and After Actionables
PDF Butler Data Inspector (Butler Inspector)
Define your own styles for Hyperlinks
Enable Track Changes when generating a DOCX file
BEFORE Actionable to remove and flatten(print) form-fields

Multi-language, multi-locale, multi-currency, multi-template or multi-branding

Multi-language, multi-template or multi-branding, just add Alternatives!
Picklist translations DataSource
Formatting by customer or user locale
PHONE Number Formatting
Custom labels
Multi-currency Org
Salesforce CPQ Product Translations/Localizations

PDF BUTLER FAQ

FAQ: why do I get error: “Argument 1 cannot be null”
FAQ: How do I assign Licenses?
FAQ: How do I Grant Login Access?
FAQ: Does PDF Butler work on a Scratch Org?
FAQ: When opening the PDF Butler config-screen, I get redirected to the home-page?
FAQ: Can we handle Library Files?
FAQ: Can we handle Encrypted Fields?
FAQ: Password reset or Forgot Password?
FAQ: How to add a SOQL Parameter By Actionable?
FAQ: Why Emails send from Salesforce end up in SPAM folder?
FAQ: How to lock / Encrypt a PDF after generation?
FAQ: Can we support Arabic and Right-to-left script?
FAQ: Can we store a file in an AWS S3 bucket?
FAQ: Can I get the list of Alternatives in Salesforce
FAQ: Have a textbox fixed to the bottom of the last page
Best Practices For Templates

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PDF BUTLER BY DATASOURCE
LIST DataSource

LIST DataSource

< 1 min read

Select multiple records. Mostly records related to the record you are working on. Eg Opportunity Products, Quote Lines, Assets, …

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Updated on 16 August 2024

Picklist translations DataSource Overview of the SOQL Builder

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