Install, Setup & Register

30-day free trial!
Install from the AppExchange and configure PDF Butler in 10 minutes. All that needs to be done to get started!

1. Installing PDF Butler #

1. Log in to your Salesforce org.
2. Click the App Launcher (top-left corner).
   
3. Select View All.
4. Click Visit AppExchange, then select Go to AppExchange.
   
5. In AppExchange, search for “PDF Butler” and open the listing.
   
6. Click Get It Now.
7. Log in with your Trailblazer account and ensure it is connected to the correct Salesforce org.
8. Choose the org where you want to install the package.
   
9. Select Install for Admins Only.
   
10. Approve all Third-Party Access requests and click Continue.
    
11. Wait for the installation to complete (you will receive a confirmation email).

2. Initial Setup of PDF Butler #

1. Open your Salesforce org.
2. Click the App Launcher.
3. Search for and open the PDF Butler app.
   
4. On the home page, you will see a guided setup with steps to follow.
   

3. Permission Set Configuration #

1. In the Permission Set Updates step, click “Let’s get you there in Salesforce Setup!”.
   
2. Search for the permission set “PDF Butler Admin”.
3. Click Clone.
4. Enter:
   • Label: PDF Butler Admin Local
   • API Name: PDF_Butler_Admin_Local
     
5. Open the cloned permission set.
6. Navigate to Assigned Connected Apps.
7. Click Edit.
8. Assign the appropriate app based on your region (e.g., EU).
   
9. Go to Object Settings.
10. Verify that Data Source and Doc Config have all Record Types enabled.
    • If not, click Edit and enable all.
      
11. Click Manage Assignments.
12. Select Add Assignments.
13. Choose the users to assign this permission set to and click Save.
14. Return to the PDF Butler home page.
15. Mark steps 1 and 2 as completed.
    

4. Updating the Connected App #

1. In step 3 of the setup, click “Let’s get you there in Salesforce Setup!”.
   
2. Locate the connected app you selected earlier (e.g., PDF Butler EU).
   
3. Click Manage.
4. Select Edit Policies.
5. Set Permitted Users to:
   Admin Approved Users Are Pre-Authorized
   
   
6. Click OK, then Save.
7. Return to the PDF Butler home page and mark step 3 as completed.

5. Registration #

1. Navigate to the PDF Butler Admin tab.
2. Select your Region.
   
3. Click Set Region.
4. Enter your Postal Code.
5. Click Request Credentials.
6. Save the generated credentials securely.
7. Return to the home page and mark steps 4 and 5 as completed.

6. Verifying the Configuration #

1. Go to the Doc Config tab.
2. Click New.
3. Select Main Word Document, then click Next.
   
4. Enter a name for the record and click Save.
5. In the Custom Links section, click Open PDF Butler.
   
6. If the PDF Butler interface opens successfully, the setup is complete and working as expected.