Data Elements

Table, Image, and Link elements in the builder DATA panel — how each works and when to use it.

The DATA section of the left panel has three elements: Table, Image, and Link.

Table#

A structured grid of rows and cells. The first row is the header row, displayed in bold by default.

Use case: Invoice line items on an invoice

An invoice needs to list each service with its quantity, rate, and amount in a clear, aligned layout. A Table keeps each line item on its own row, with headers at the top so the client knows what each column means.

Steps:

1. Drag Table from the DATA panel onto the canvas.
2. By default it opens with a header row and one data row. Click any cell to edit its text directly. Use a merge field or type the value. Type {{Opportunity.Amount}} in the total cell to pull it from the record automatically.
3. Click Add Row in the table toolbar to add more data rows.
4. Click Add Column to add more columns.
5. In the Properties panel, configure header alignment, background color, and font weight.

| Description                    | Qty | Rate       | Amount                 |
|--------------------------------|-----|------------|------------------------|
| Salesforce CRM implementation  |  1  | $5,000.00  | $5,000.00              |
| Custom LWC development         |  1  | $3,000.00  | $3,000.00              |
| Third-party API integration    |  1  | $1,500.00  | $1,500.00              |
| Total                          |     |            | {{Opportunity.Amount}} |

Invoice line items table with hardcoded service rows and total pulled from {{Opportunity.Amount}} merge field.

Image#

Embeds an image uploaded to Salesforce Files. Use it for logos, signatures, or any visual that needs to appear in the PDF. The image is stored as a Salesforce File (ContentDocument) attached to the template and the URL is set automatically.

Use case: Company logo at the top of an invoice

An invoice header should include the sender's logo so the document is immediately recognisable. Upload the logo once and it is reused across all versions of the template.

Steps:

1. Drag Image from the DATA panel onto the canvas. The Upload Image modal opens automatically.
2. Under Select File, click the file picker and choose any image file (PNG, JPG, GIF, SVG). Maximum file size is 500 KB.
3. In the Image Label field, enter a name to identify the image (for example, "Acme Logo").
4. Click Upload. The image is saved to Salesforce Files and placed on the canvas automatically.
5. In the Properties panel, adjust Width to control how large the logo appears.

[Koshine Tech Labs logo — 200px wide]
src: https://placehold.co/200x80/png?text=Koshine+Tech+Labs
alt: koshinetechlabs.com

Link#

A standalone clickable hyperlink. The link text is visible in the PDF and the URL is embedded for interactive PDFs.

Use case: Documentation link in the invoice footer

An invoice footer can point the recipient to the full documentation or support site. A Link element renders the text as a clickable anchor, keeping the footer clean with a short label instead of a bare URL.

Steps:

1. Drag Link from the DATA panel onto the canvas.
2. In the Properties panel, set the Label to the text you want displayed. Use a merge field to pull the account name automatically — type Visit {{Account.Name}} Documentation.
3. Set the URL to the destination (for example, "https://zeroexport.io/docs/").
4. Optionally set font color and size to match the footer style.

Link text: Visit {{Account.Name}} Documentation
URL: https://zeroexport.io/docs/

Clickable link with label "Visit {{Account.Name}} Documentation" using a merge field and a hardcoded destination URL.