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:

  1. Prepare the Image: Create your header image with the specific dimensions of 1340 px (width) x 200 px (height), preferred.
  2. Generate Public Link: Upload this image to Salesforce Files and generate a non-expirable public link (URL) for the file.
  3. Configure DRTE: Copy the image URL and paste it into the ‘Header Image URL (PDF only)’ property within your DRTE template configuration.

 

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