Custom company header template on the generated PDF
Question: For Invoices or any other financial transactional objects, can we use a custom company header template on the generated PDF within DRTE (Dynamic Rich Text Engine)?
Solution:
Yes, this can be achieved using a custom image file as the header.
To implement this, follow these three steps:
- Prepare the Image: Create your header image with the specific dimensions of 1340 px (width) x 200 px (height), preferred.
- Generate Public Link: Upload this image to Salesforce Files and generate a non-expirable public link (URL) for the file.
- Configure DRTE: Copy the image URL and paste it into the ‘Header Image URL (PDF only)’ property within your DRTE template configuration.