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.