Generating help pages using a Lightning component, action, and a PDF document
Having conveniently located context-specific help information can increase users' productivity and improve user adoption of Salesforce CRM.
In this recipe, we will step through the process of loading a custom PDF document for the purpose of showing help information and making this PDF available to users with the opportunity record page.
The PDF help information is contained in a Lightning Component and is served to users when they click the appropriate button through the use of a Lightning Action on the specified page layout.
Getting ready
Create or retrieve a PDF document that contains the required help information. Here we have an example file that is called HelpText.pdf.
The PDF document will be referenced within a Lightning Component and will be stored within Salesforce CRM as a Static Resource by carrying out the following steps:
- Create or source a suitable PDF document to be used to show help information.
- Click...
