Generate SharinPix PDFs Automatically

This article demonstrates how to generate a PDF using a Salesforce Flow or an Apex Batch.

Pre-requirements**:**

• For this demo, you should ensure that the SharinPix Image Sync feature is activated for the object you intend to use. For more information on how to set up the Image Sync, you can refer to the following article: Setup SharinPix Image Sync

• You should also ensure that the SharinPix Permission Set named, SharinPix Lightning Components , has been assigned to all users intending to use the configurations described in this article to generate PDFs.

In the following sections, we will use the Account object to generate a PDF whenever an Account record's type is changed to a specific value using the SharinPix Apex class, SharinPixToPdfAutomation , in a Salesforce Flow (Admin-Oriented).

We will also cover how to generate PDF files on multiple records using Apex Batch (Developer-Oriented).

The Apex class, SharinPixToPdfAutomation , provides several fields that can be used to parametrize the PDF template. The table below provides more details for each field:

Field Name	Description	Is Field Value Mandatory?
Record ID	The current record ID.	Yes
Image URL Field API Name	The API name of the image URL field.
Some available values are:
sharinpix__ImageURLFull__c ,** **
sharinpix__ImageURLOriginal__c ,**
sharinpix__ImageURLThumbnail__c** ,**
sharinpix__ImageURLMini__c**
You can also create a custom image URL field on the SharinPix Image object.	Yes
List of Image Public IDs	The list of image public IDs of images to be included in the PDF.
If no value is provided for this field, all images available on the record's album will be included in the PDF.	No
Number of Columns	The number of columns to be included in the PDF.
The default column value is 2 and the accepted value ranges from 1 to 12 columns.	No
Image Caption Text	The API name of the field containing the text to be displayed alongside the image.
Some accepted values here are any API name of Text fields available for the SharinPix Image object such as Name , sharinpix__Title__c or T****itle & Description.	No
First Page Content	The API name(s) of the Rich Text field(s) containing the first-page content. The Rich Text fields should be delimited by semi-colons.	No
Last Page Content	The API name(s) of the** Rich Text** field(s) containing the last page content. The Rich Text fields should be delimited by semi-colons.	No
Images' Pre-description	The API name**(s)** of Rich Text field(s) containing the pre-description of images. The Rich Text fields should be delimited by semi-colons.	No
Images' Post-description	The API name(s) of Rich Text field(s) containing the post-description of images. The Rich Text fields should be delimited by semi-colons.	No
Page Orientation	The PDF page orientation.
The default value is portrait and the accepted values are **portrait **and landscape.
Single Image Per Page	The option specifies whether the PDF must contain a single image per page.	No
Footer Format	The footer's format. The following merged fields can be used to specify the page numbering as follows, current page: {pagenumber} and total pages: {pagecount}.
One example is **Page {pagenumber} of {pagecount} **which translates to something like Page 1 of 12.	No
Filename Field	The API name of the field which will contain the filename to be used for the generated PDF.	No

The SharinPix package includes the Apex class SharinPixToPdfAutomation** ** which is used in Flows to generate PDFs.

Please note that this class is available in package version 1.193 and above. If your SharinPix package has an older version, refer to the following article to update the same:

How to update SharinPix package from the AppExchange?

Creation of the Salesforce Flow

This section demonstrates how to create a Flow that invokes the Apex class SharinPixToPdfAutomation to generate a PDF.

To do so, follow the steps below:

• Go to Setup. In the Quick Find Box, type Flow

• Under Process Automation , select Flows

• Click on the button **New Flow **located on the top right corner

• Select **Record-Triggered Flow **as the Flow type

• Once on the Flow builder, click on the Edit link located in the Start element

• For the, Trigger the Flow When , section, select A record is updated

• For the, Run the Flow section , select After the record is saved

• Next, click on the **Choose Object **button located on the **Start **element, then

  1. Choose **Account **as the object

  2. Leave the Condition Requirements section as After the record is saved

  3. Next, choose Type as the field , Equals as the operator and** Customer - Channe****l** as the value

  4. For the When to Run the Flow for Updated Records section, select Only when a record is updated to meet the condition requirements

  5. Click on **Done **to apply the changes

• Then, go to the Manager tab and click on the **New Resource **button to create a variable as follows:

  1. For the variable, select **Variable **as the Resource Type

  2. Enter **recordId **as the API Name

  3. Select **Text **as the Data Type

  4. For the Availability Outside the Flow section, select Available for input

  5. Click Done to save

• Next, drag and drop an **Assignment **element onto the canvas. For this element, enter the following details:

  1. Enter **Assign Record ID **as the label

  2. In the Set Variable Values section, enter recordId as the Variable, Equals as the operator and for the value, click on **$Record__Prior **followed by Id

  3. Click on Done to save

• Connect the Assignment element to the Start element

• Next, drag and drop an **Action **element

• In the Action search bar, search for **sharinpix__SharinPixToPdfAutomation **

• Enter **PDF Generation **for the label

• In the Set Input Values , configure the fields as follows:

  1. For the field Image URL Field API Name , enter the desired image URL field's API name. For this example, the field sharinpix__ImageURLThumbnail__c was used

  2. For the field Record** ID**, choose the variable recordId

The fields **Image URL Field API Name **and **Record ID **are mandatory and therefore, should always be provided with a value.

There are 11 additional non-mandatory fields which are also provided by the **SharinPixToPdfAutomation **Apex class. You will find more information regarding these fields in the table available at the beginning of this article.

Let's add some of them by selecting the **Include **button and entering the required values as follows:

• For the field Footer Format , enter **Page {pagenumber} of {pagecount} **as value

• For the Image Caption Text field, enter Name

• For the field, Number of Columns , enter the value 3

• For the Page Orientation , enter landscape

• Click Done to save

Tips:

• In the above example, we did not specify a list of pre-defined images to be added to the PDF. In this case, all images uploaded onto the record's album will be included in the PDF by default.

• If you want to filter the images to be included in the PDF, for instance, including only images of type png , you can set up the Flow in such a way as to store these images in a **Collection Variable **and pass the same variable as the value for the **List of Image Public IDs **field

• Connect the Action element to the Assignment element before saving and activating your Flow

Warning: Starting with the Salesforce Winter ’26 release , Apex Actions can no longer be executed directly in the Run Immediately path of a record-triggered flow. Instead, they must be placed in an asynchronous path , as the synchronous execution option is no longer supported.

For more details, please refer to the documentation here: Unable to save a flow with an Apex Action after the Salesforce Winter ’26 release – What should I do?

Demo

To test the Flow:

• Go on an Account record

• In the record's Details section, change of the value of the field Type to **Customer - Channel ** to trigger the PDF generation using the Flow

• To view the generated PDF, go to the Notes & Attachments section found in the record's Related section:

Notes:

• Generating a PDF with many images may take several minutes before completion.

• In some cases, you are required to refresh your page to access the PDF in the Notes & Attachment section.

Apex Batch Implementation (Developer-Oriented)

The **SharinPixToPdfAutomation **class includes the method **performAsync **(available in versions 1.205 and above) which can be used to generate PDF files on multiple records.

The performAsync method takes as parameter, variables from an inner class named **Params **as demonstrated in the code snippet below:

    sharinpix.SharinPixToPdfAutomation.Params params = new sharinpix.SharinPixToPdfAutomation.Params();
    
    params.recordId = acc.Id;
    params.imageUrlFieldApiName = 'sharinpix__ImageURLThumbnail__c';
                
    SharinPixToPdfAutomation.performAsync(params);

The variables available in the Params inner class are as follows:

Variable API Name	Description
recordId (This variable is mandatory)	The record ID.
imageUrlFieldApiName (This variable is mandatory)	The API name of the image URL field.
Some available values are:
sharinpix__ImageURLFull__c ,** **
sharinpix__ImageURLOriginal__c ,**
sharinpix__ImageURLThumbnail__c** ,**
sharinpix__ImageURLMini__c**
You can also create a custom image URL field on the SharinPix Image object.
imageIds	The list of image public IDs of images to be included in the PDF.If no value is provided for this field, all images available on the record's album will be included in the PDF.
columns	The number of columns to be included in the PDF. The default column value is 2 and the accepted value ranges from 1 to 12 columns.
imageCaptionText	The API name of the field containing the text to be displayed alongside the image.
Some accepted values here are any API name of Text fields available for the SharinPix Image object such as Name , sharinpix__Title__c or Title & Description.
firstPageFieldApiName	The API name(s) of the Rich Text field(s) containing the first-page content. The Rich Text fields should be delimited by semi-colons.
lastPageFieldApiName	The API name(s) of the Rich Text field(s) containing the last page content. The Rich Text fields should be delimited by semi-colons.
preDescriptionFieldApiName	The API name(s) of the Rich Text field(s) containing the pre-description of images. The Rich Text fields should be delimited by semi-colons.
postDescriptionFieldApiName	The API name(s) of the Rich Text field(s) containing the post-description of images. The Rich Text fields should be delimited by semi-colons.
orientation	The PDF page orientation. The default value is portrait and the accepted values are portrait and landscape.
singleImagePerPage	This option specifies whether the PDF must contain a single image per page.
footer	The footer's format. The following merged fields can be used to specify the page numbering as follows, current page: {pagenumber} and total pages: {pagecount}. One example is Page {pagenumber} of {pagecount} which translates to something like Page 1 of 12.
filenameFieldApiName	The API name of the field containing the filename to be used for the generated PDF.

The example below demonstrates how the performAsync method can be used in a Batch to generate PDFs on multiple Account records:

    public class myBatch implements Database.Batchable<sObject>, Database.AllowsCallouts {
    	public Database.QueryLocator start(Database.BatchableContext bc) {
            return Database.getQueryLocator('SELECT Id FROM Account WHERE NumberOfEmployees > 100');
        }
    
        public void execute(Database.BatchableContext bc, List<Account> scope){
            sharinpix.SharinPixToPdfAutomation.Params params = new sharinpix.SharinPixToPdfAutomation.Params();
            for(Account acc : scope) {
                params.recordId = acc.Id;
                params.imageUrlFieldApiName = 'sharinpix__ImageURLThumbnail__c';
                sharinpix.SharinPixToPdfAutomation.performAsync(params);
            }
        }
    
        public void finish(Database.BatchableContext bc){
        }
    }

When running the batch, the number of records to be passed in the Database.executeBatch method should be limited to one : Database.executeBatch(new myBatch(), 1);

Notes:

• Generating a PDF with many images may take several minutes before completion.

• In some cases, you are required to refresh your page to access the PDF in the Notes & Attachment section.

Salesforce is retiring Process Builders at the end of 2022. More information here: Go with the Flow: What’s Happening with Workflow Rules and Process Builder?

For maintenance of previous configurations of SharinPix PDF in Process Builders, kindly refer to the following section.

DEPRECATED: Creation of the Process Builder

This section demonstrates how to create a Process Builder that invokes the Apex class SharinPixToPdfAutomation to generate a PDF.

To do so, follow the steps below:

• Go to Setup. In the Quick Find Box, type Process Builder

• Under Process Automation , select Process Builder

• Click on New

• For the newly-created Process Builder:

  1. For the field, Process Name ,** ** enter SharinPix Automated PDF Generation

  2. Enter a description for the process (This step is optional)

  3. For the field The process starts when , select A record changes

  4. Click Save

Once on the Process Builder editor:

• Click on Add Object

  1. For the field Object , select Account

  2. For the field Start the process , choose when a record is created or edited

  3. Click on Save

• Next, click on Add Criteria

  1. For the field Criteria Name , enter Account Type is Prospect

  2. For the field Criteria for Executing Actions , select Conditions are met

• Inside the **Set Conditions **section

  1. Choose** Account Type**** ** as the field

  2. Then, select Equals** ** as the operator, Picklist** ** as the type and Prospect** ** as the value

• Leave the field **Conditions **as All of the conditions are met (AND)

• Click on **Save **when done

• Next, click on Add Action

  1. For the Action Type , choose Apex

  2. For the Action Name , enter Generate PDF

  3. For the Apex Class , select sharinpix__SharinPixToPdfAutomation

• Inside the Set Apex Variables :

  1. For the field Image URL Field API Name , enter the desired image URL field's API name. For this example, the field sharinpix__ImageURLThumbnail__c was used. Note: Notice here that the type remains String. You only need to insert the field's API name

  2. For the field Record** ID**, choose Field Reference as the type and Account ID as the value

The fields **Image URL Field API Name **and **Record ID **are mandatory and therefore, should always be provided with a value.

There are 11 additional non-mandatory fields which are also provided by the **SharinPixToPdfAutomation **Apex class. You will find more information regarding these fields in the table available at the beginning of this article.

Let's configure some of these parameters in our Process Builder:

• To access the parameters, click on the + Add Row link within the **Set Apex Variables **section

  1. Add the field, **Image Caption Text **and enter **Name **as the value. Note: Notice here that the type remains String. You only need to insert the field's API name

  2. For this demo, we will add a list of pre-defined images to the PDF. Therefore, add the field **List of Image Public IDs **and enter the **image public IDs **of the desired images as follows: ["<First image's Public ID>","<Second image's Public ID>","<Third image's Public ID>","<Forth image's Public ID>"]

Here is an example:

["cb3cac5e-17fa-480c-b85f-085c78b8a3ec","cb3cac5e-17fa-480c-b85f-085c78b8a2ee","cb3cac5e-17fa-480c-b85f-085c78b8a4ff","cb3cac5e-17fa-480c-b85f-085c78b8a6gt"]

3. Add the field, Footer Format and Page {pagenumber} of {pagecount} enter the as the value

• Click on **Save **when done