Use Salesforce Flow with S-Docs to generate, combine, refresh, email, and edit documents through guided screens or background actions. Invocable Action
Use this section when you need S-Docs actions inside Salesforce Flow.
Use Flow to generate, combine, refresh, email, and edit documents.
This section covers both background actions and screen-based experiences.
Use Screen Flow when users need to review email or edit a document.
Use Flow actions when the work should run in the background.
If users must enter values before generation, start with the input guide.
If the Flow should run document work automatically, use the action guides.
If users must review email or edit an existing file, use the screen guides.
Use S-Docs with Flow when you want to:
collect user input before PDF generation
generate documents for many records in one run
combine or refresh generated S-Docs from Flow
open the email editor or send email directly
guide users into Live Edit in Experience Cloud
Flow and record page components solve different problems.
Use Generate S-Docs on Record Pages when actions should live directly on the Lightning record page.
Use Using Salesforce Flows with S-Docs in Experience Cloud when site users need guided Flow access.
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