PDF Name

The PDF Name custom settings enables you to specify a naming pattern that is used to determine the name for PDF files subject to the ZIP download.


Be aware that this setting does not modify the file names for the regular PDF file generation on invoice or statement finalization. To do so, you must create a corresponding File Distribution setting record.

Each PDF Name setting specifies the following information:

Field Description Example Value
Name The unique name for the custom setting record.
Name Pattern Specifies the name pattern for PDF files, can contain placeholders.
The allowed characters include the alphanumeric characters a-z A-Z 0-9 as well as the underscore _ and hyphen - characters.

To create a new PDF Name setting:

  1. Click to enter Setup, then open Custom Settings.

    In Salesforce Lightning, navigate to Custom Code > Custom Settings.

    In Salesforce Classic, navigate to Develop > Custom Settings.

  2. Click Manage in the row of PDF Name.

  3. Click New.
  4. Specify the information as necessary.

    The mandatory information include the record name and the actual file name pattern.

  5. Click Save.

    This creates the new PDF Name setting.