LWC: PDF Generator Button

📄 PDF Generator Button for Salesforce LWC

Generate professional PDF documents from any Salesforce record with a single click, automatically save them as Salesforce Files, and maintain a complete PDF history.

📖 Project Overview

PDF Generator Button is a reusable Lightning Web Component that enables users to generate PDF documents directly from Salesforce record pages.

The component renders a configurable Visualforce page as a PDF, stores it as a Salesforce File (ContentVersion), automatically links it back to the source record, and displays recently generated PDFs for quick access.

Designed for enterprise Salesforce applications, the solution works across standard and custom objects without requiring object-specific code.

🔗 View Source Code ⬇ Download ZIP

✨ Key Features

Feature	Description
One-Click PDF Generation	Generate PDFs directly from Lightning record pages.
Reusable Across Objects	Supports Account, Contact, Opportunity and custom objects.
Automatic File Naming	Creates descriptive file names automatically or allows a custom name.
Salesforce Files Integration	Creates ContentVersion and ContentDocumentLink records automatically.
PDF History	Displays the latest generated PDFs for each record.
Download Support	Open or download generated PDFs directly.
Toast Notifications	Instant success and error feedback.
Configurable Template	Use any Visualforce page as the PDF template.
Permission Set Included	Easy deployment using the included permission set.

🏗 Architecture

📁 Project Structure

force-app/main/default
│
├── lwc
│   └── pdfGeneratorButton
│       ├── pdfGeneratorButton.html
│       ├── pdfGeneratorButton.js
│       ├── pdfGeneratorButton.css
│       └── pdfGeneratorButton.js-meta.xml
│
├── classes
│   ├── PdfGeneratorController.cls
│   ├── PdfGeneratorControllerTest.cls
│   ├── RecordPdfPageController.cls
│   └── RecordPdfPageControllerTest.cls
│
├── pages
│   └── RecordPdfPage.page
│
└── permissionsets
    └── PdfGenerator.permissionset-meta.xml

⚙️ Lightning App Builder Configuration

Property	Default	Description
buttonLabel	Generate PDF	Custom label displayed on the button.
vfPageName	RecordPdfPage	Visualforce page used to generate the PDF.
pdfFileName	Auto Generated	Optional static PDF filename.

🔄 PDF Generation Flow

Open Record
      │
      ▼
Click "Generate PDF"
      │
      ▼
Visualforce Page Rendered
      │
      ▼
PDF Created
      │
      ▼
ContentVersion Created
      │
      ▼
ContentDocument Linked
      │
      ▼
PDF History Refreshed

📂 Automatic File Naming

__.pdf

Example:

Account_001XXXXXXXXXXXX_2026-06-28.pdf

📜 PDF History

• Displays the latest 20 generated PDF files.
• Shows files linked to the current record.
• One-click preview and download.
• Automatically refreshes after generating a new PDF.

🧩 Custom PDF Templates

The component supports any Visualforce page as a PDF template. Simply specify the Visualforce page API name in the component configuration to generate customized invoices, quotations, certificates, reports, contracts, or business documents.

🔐 Security Features

• Uses with sharing Apex controllers.
• Respects Salesforce record-level security.
• Stores documents using native Salesforce Files.
• Supports controlled rollout through the included permission set.
• Works with standard Salesforce authentication.

🚀 Deployment

sf org login web --alias myOrg

sf project deploy start \
--source-dir force-app \
--target-org myOrg

sf org assign permset \
--name PdfGenerator

sf apex run test \
--class-names PdfGeneratorControllerTest,RecordPdfPageControllerTest

🎯 Business Use Cases

• Invoice Generation
• Sales Quotations
• Customer Agreements
• Booking Confirmations
• Service Reports
• Purchase Orders
• Certificates
• Inspection Reports
• Healthcare Documents
• Custom Business Forms

🔗 View Source Code ⬇ Download ZIP

📌 Conclusion

The PDF Generator Button is a reusable Salesforce Lightning Web Component that streamlines PDF creation directly from Lightning record pages. By combining Lightning Web Components, Apex, Visualforce, and Salesforce Files, it provides a simple, secure, and scalable solution for generating and managing business documents across any Salesforce object.

LWC: Post Booking Portal

🎫 Salesforce Post Booking Portal

A complete post-booking management solution built on Salesforce that empowers customers to manage reservations, modify bookings, download invoices, request cancellations, and track booking history through a modern self-service portal.

📖 Project Overview

Salesforce Post Booking Portal extends the customer journey beyond the initial reservation process by providing a centralized self-service experience for managing existing bookings.

Customers can view upcoming reservations, update booking details, reschedule appointments, request cancellations, download invoices, track payment history, and receive automated notifications.

Built using Salesforce Lightning Web Components (LWC), Apex, Experience Cloud, Flows, Platform Events, and Custom Metadata, the solution delivers a scalable and enterprise-ready booking management platform.

🔗 View Source Code ⬇ Download ZIP

🏗 Solution Architecture

✨ Key Features

Module	Capabilities
Booking Dashboard	View active, upcoming, completed, and cancelled bookings.
Booking Management	Reschedule, modify, upgrade, or cancel reservations.
Invoice Center	Download invoices, receipts, and payment confirmations.
Payment History	Track completed and pending payments.
Notifications	Email, SMS, and in-app booking updates.
Support Requests	Raise issues and customer service requests.

🔄 Post Booking Journey

Booking Created
      │
      ▼
Confirmation Sent
      │
      ▼
Customer Portal Login
      │
      ▼
View Booking Details
      │
 ┌────┼─────┬─────┐
 ▼    ▼     ▼     ▼
Edit  Pay  Download Cancel
      │
      ▼
Notifications Triggered
      │
      ▼
Booking Updated

📁 Project Structure

force-app/main/default

├── classes
│   ├── PostBookingController.cls
│   ├── PaymentHistoryController.cls
│   ├── InvoiceController.cls
│   └── NotificationController.cls
│
├── lwc
│   ├── bookingDashboard
│   ├── bookingDetails
│   ├── bookingReschedule
│   ├── invoiceCenter
│   ├── paymentHistory
│   └── supportRequestPanel
│
├── flows
│
├── platformEvents
│
└── customMetadata

💻 LWC Components

Component	Purpose
bookingDashboard	Displays all customer bookings.
bookingDetails	Shows booking information and status.
bookingReschedule	Handles appointment or reservation changes.
invoiceCenter	Invoice download and payment receipts.
paymentHistory	Displays transaction history.
supportRequestPanel	Customer support and issue management.

📊 Dashboard Widgets

• Upcoming Bookings
• Completed Reservations
• Pending Payments
• Recent Transactions
• Cancellation Requests
• Support Tickets
• Booking Statistics
• Customer Notifications

💳 Payment & Invoice Management

Booking
   │
   ▼
Payment Record
   │
   ▼
Invoice Generation
   │
   ▼
PDF Receipt
   │
   ▼
Email Delivery

📢 Notification Framework

• Booking Modification Alerts
• Cancellation Confirmations
• Reschedule Notifications
• Payment Success Messages
• Refund Updates
• Reminder Notifications
• Support Ticket Responses

🔐 Security Features

Security Layer	Implementation
Authentication	Experience Cloud Login & SSO.
Authorization	Role-based access control.
Data Security	CRUD/FLS enforcement.
Apex Security	with sharing controllers.

🚀 Deployment

sf org login web --alias booking-portal

sf project deploy start \
--source-dir force-app \
--target-org booking-portal

sf apex run test

🎯 Business Benefits

• Reduces customer support workload.
• Provides self-service booking management.
• Improves customer satisfaction.
• Automates post-booking communication.
• Centralizes invoices and payment history.
• Scales easily with Experience Cloud.
• Enhances operational efficiency.

🔗 View Source Code ⬇ Download ZIP

📌 Conclusion

Salesforce Post Booking Portal provides a comprehensive self-service experience for customers after a reservation has been completed. By combining Lightning Web Components, Apex, Experience Cloud, Flows, and Platform Events, organizations can deliver a seamless post-booking journey that improves customer engagement, reduces support costs, and streamlines booking operations.

LWC: Booking Portal

📅 Salesforce Booking Portal

A complete multi-purpose booking platform built on Salesforce using Lightning Web Components, Apex, Flows, Platform Events, Stripe, PayPal, and native Salesforce automation.

📖 Project Overview

Salesforce Booking Portal is a full-featured booking management solution that covers the entire customer journey from resource discovery to reservation, payment processing, confirmation, notifications, and operational management.

The platform is designed using Salesforce native technologies including Lightning Web Components (LWC), Apex Controllers, Custom Objects, Platform Events, Flows, Named Credentials, and Custom Metadata Types.

The solution supports various booking scenarios such as rooms, appointments, seats, equipment rentals, training sessions, healthcare appointments, and service scheduling.

🔗 View Source Code ⬇ Download ZIP

🏗 Solution Architecture

✨ Key Features

Module	Capabilities
Booking Engine	Availability search, slot reservation, temporary holds, booking references.
Pricing Engine	Dynamic pricing, surge pricing, promotions, loyalty discounts.
Payment Processing	Stripe, PayPal, saved payment methods, split payments.
Confirmation	Booking receipts, invoices, calendar exports.
Notifications	Email, SMS, reminders, status updates.
Operations	Admin dashboard, reporting, analytics, booking management.

🛒 4-Step Booking Checkout Flow

Step 1 → Select Resource & Time Slot

Step 2 → Review Pricing & Promotions

Step 3 → Enter Payment Information

Step 4 → Booking Confirmation & Invoice

📁 Project Structure

force-app/main/default

├── classes
│   ├── BookingEngineController.cls
│   ├── PricingController.cls
│   └── PaymentController.cls
│
└── lwc
    ├── bookingCheckoutStepper
    ├── resourceSelector
    ├── pricingPanel
    ├── paymentProcessor
    └── bookingConfirmation

⚙️ LWC Component Architecture

c-booking-checkout-stepper
│
├── c-resource-selector
│
├── c-pricing-panel
│
├── c-payment-processor
│
└── c-booking-confirmation

🔍 Booking Engine Features

• Resource Type Filtering
• Availability Search
• Date and Time Selection
• Party Size Management
• Real-Time Availability Checks
• Temporary Hold Creation
• Automatic Hold Expiration
• Booking Reference Generation
• Calendar Integration
• Invoice Generation

💰 Pricing & Promotion Engine

Base Price
   +
Surge Pricing
   +
Seasonal Adjustment
   -
Promo Discount
   -
Loyalty Discount
   +
Tax
   =
Final Total

Promotion Validation

• Promotion must be active.
• Current date must be within validity period.
• Usage limit validation.
• Minimum order amount validation.
• Listing eligibility validation.
• Single-use restriction validation.

💳 Payment Processing

Method	Implementation
Credit/Debit Cards	Stripe Payment Intents
PayPal	PayPal Orders API
Saved Methods	Stored payment profiles
Split Payments	2–10 participant payment sharing

📦 Apex Controllers

Controller	Responsibility
BookingEngineController	Availability search, booking holds, booking confirmation.
PricingController	Pricing calculations and discount processing.
PaymentController	Payment processing and booking finalization.

🔄 End-to-End Data Flow

Customer Search
      │
      ▼
Resource Selection
      │
      ▼
Temporary Hold
      │
      ▼
Pricing Calculation
      │
      ▼
Payment Authorization
      │
      ▼
Booking Creation
      │
      ▼
Platform Event Published
      │
      ▼
Notification Flow Triggered
      │
      ▼
Confirmation Delivered

🔐 Security & Compliance

• with sharing Apex Controllers
• Named Credentials for external integrations
• Secure payment tokenization
• Custom Metadata driven configuration
• Role-based access control
• Platform Event audit trail
• PCI-friendly payment architecture
• GDPR-ready data management approach

🚀 Deployment

sf org login web --alias booking-org

sf project deploy start \
--source-dir force-app \
--target-org booking-org

sf apex run test

🎯 Business Use Cases

• Hotel & Resort Reservations
• Healthcare Appointment Scheduling
• Training & Event Registrations
• Equipment Rental Systems
• Conference Room Booking
• Consultation Scheduling
• Sports Facility Reservations
• Professional Services Booking

🔗 View Source Code ⬇ Download ZIP

📌 Conclusion

Salesforce Booking Portal demonstrates how a complete enterprise-grade booking solution can be built entirely on the Salesforce Platform. By combining Lightning Web Components, Apex, Flows, Platform Events, Stripe, PayPal, and configurable metadata, the application delivers a scalable booking experience covering discovery, reservation, payment, confirmation, and operational management.