Salesforce WebViewer Docgen

WebViewer document generation sample in Salesforce

Setup

1. Clone project

git clone git@github.com:tommywintersr/salesforce-webviewer-docgen.git
cd salesforce-webviewer-docgen

2. Authenticate project to your org from SFDX CLI or VS Code UI.

• SFDX CLI Authorize an Org
• VS Code Authentication steps

3. Deploy to your Org

• Non-tracking org (Sandbox, Production, Dev Org etc) - force:source:deploy
• Tracking org (Scratch Org) - force:source:push
• VS Code: right click on your force-app/main/default folder and select SFDX: Deploy Source to Org

4. Once deployed, navigate to any Lightning Page (for example your Home page) in your org. Select the setup gear wheel, and click on Edit Page.

You need to drag and drop the following components onto the page:

• pdftronWvFileBrowserComponent - used for browsing files, filling documents, file upload and file search
• pdftronWvInstance - LWC that inserts WebViewer into your DOM

Configure Your Salesforce DX Project

The sfdx-project.json file contains useful configuration information for your project. See Salesforce DX Project Configuration in the Salesforce DX Developer Guide for details about this file.

Read All About It

• Salesforce Extensions Documentation
• Salesforce CLI Setup Guide
• Salesforce DX Developer Guide
• Salesforce CLI Command Reference