Data Elements

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

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

Table#

The Table element has its own section. See Table for adding rows and columns, row roles, and Merge Cells.

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. Since 1.10.0 an uploaded image is linked to the open version as well as the template; saving a version links the images it uses and removes links from versions that no longer use them. No file is deleted.

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.