Effortless Field Service Coordination

Published on February 23, 2026 Lightning PDF Generator

Downloading Case Details as PDFs for Field Service

Field service agents can download a Case's details as a PDF directly from the record page — useful for offline, on-site reference when a reliable connection isn't guaranteed. This uses the same Lightning PDF Generator component covered in the setup guide, added to a Case record page.

Watch: Setting Up PDF Downloads for Field Agents

The video below shows a system administrator setting up the component, followed by a field agent downloading case details for offline use.

Key Features

• Generate a PDF of case details directly from Salesforce, with no Apex or custom code required.
• Give field agents offline access to case details before they're on-site.
• Set up entirely through Lightning App Builder — no development work needed.

Setting It Up

1. Open your Case record page and go to Edit Page in Lightning App Builder.
2. Add the Lightning PDF Generator component — see the setup guide for the full walkthrough.
3. Set a File Name and Button Label suited to case details — for example, a button labeled "Download Case Details."
4. Choose what to capture: the full case layout, or a specific section using a CSS selector or Component Display Index.
5. Save the page and test on a real case to confirm the PDF includes the details a field agent would need on-site.

Notes

• This is the same Lightning PDF Generator component used elsewhere in your org — the same configuration options and known limitations apply. See the setup guide and troubleshooting articles if the PDF doesn't generate as expected.

Knowledge Article Number: KA-00206