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            Save Task Data as a PDF in Agentforce Operations

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            Save Task Data as a PDF in Agentforce Operations

            Configure a task to save a copy of the submitted data as a PDF. Use the PDF to save the information, to share with form fillers, or to pass to downstream tasks.

            Required Editions

            License Required

            This feature is a workspace that’s external to your Salesforce org and requires an Agentforce Operations license.

            To purchase an Agentforce Operations license, contact your Salesforce account executive.

            How Task Data Is Saved to a PDF

            When you turn on PDF generation for a task, Agentforce Operations creates a PDF of all fields and forms on the task when the task completes. The PDF shows in the task header, saves as a field that you can use in downstream tasks, and is sent via email if the task expires.

            When to Save Data to a PDF

            Use this option to:

            • Give form fillers a copy of their submission for their records

            • Create auditable records of completed tasks

            • Pass a snapshot of the submission to automations that store data in shared drives like Box or SharePoint

            Included Data

            The PDF includes the task name, Assigned to, Assigned by, workflow name, Completed by, Completed on, provided fields, and requested fields. Task metadata, message, and audit history aren’t included.

            If there are uploaded documents, the document name appears in the PDF, but not the file itself.

            Note
            Note You can't change the PDF format.

            How to Configure a Task to Save Data as a PDF

            In the task's Advanced section, select Save a copy of submitted data as a PDF.

            How to Download the PDF

            After a task completes, the Download submission PDF button shows in the task header after a short delay. To download the PDF, click Download submission PDF.

             
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            Salesforce Help | Article