salesforce pdf sdk
Enable powerful document processing in Salesforce
Give your users the ability to securely view, edit, annotate, complete forms, and sign documents natively within Salesforce Lightning without the need for server-side processing or third-party software. The Nutrient Salesforce PDF SDK provides seamless integration, allowing developers to create, edit, and sign PDF documents natively.
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A fully integrated toolkit inside Salesforce Lightning
Benefits
Increase productivity
Bypass external applications and deliver robust document collaboration tools directly in Salesforce with a ready-to-use SDK.
Customize every detail
Deliver a better user experience with a beautiful UI that lets you hide or add buttons, change design themes, trigger workflows, add signatures, and much more.
Protect sensitive information
Keep sensitive information and documents in Salesforce with browser-based PDF editing.
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File type support
PDF documents
image documents
jpeg
jpg
tiff
tif
Knowledge center
Build a modern document experience in your application
Nutrient is made to grow with your app. You can start with what you need now and add more products later. With full support for Salesforce data integration, our SDK allows businesses to generate PDFs dynamically using CRM records, MS Office documents, and structured templates.
Viewing
Open all documents with high fidelity in a well-designed viewer.
Open all documents with high fidelity in a well-designed viewer.
Markup
Improve the review process with a suite of annotation tools.
Improve the review process with a suite of annotation tools.
Collaboration
Bring real-time collaboration to your documents.
Bring real-time collaboration to your documents.
Editing
Modify documents and easily edit PDF text directly in your app.
Modify documents and easily edit PDF text directly in your app.
Forms
Easy for users to fill forms. Easy for you to create them programmatically.
Easy for users to fill forms. Easy for you to create them programmatically.
Signing
Streamline contract execution and approval workflows by enabling eSignatures and PDF digital signatures.
Streamline contract execution and approval workflows by enabling eSignatures and PDF digital signatures.
Security and Compliance
Protect sensitive information and meet regulatory requirements within your application.
Protect sensitive information and meet regulatory requirements within your application.
Frequently asked questions
What features does Nutrient’s Salesforce PDF SDK offer?
The SDK enables users to view, edit, annotate, fill forms, and sign PDF documents natively within Salesforce Lightning, eliminating the need for server-side processing or third-party software.
Is server-side processing required for the SDK’s functionalities?
No. The SDK operates entirely on the client side, allowing all PDF processing to occur within the user’s browser. This approach enhances performance and maintains data security by keeping documents within the Salesforce environment.
Can the SDK be customized to align with an application’s branding?
Yes. The SDK offers a fully customizable user interface, enabling developers to tailor toolbars, buttons, and design themes to match their application’s look and feel.
Does the SDK support electronic signatures within Salesforce?
Absolutely. The SDK provides eSignature capabilities, allowing users to add hand-drawn, scanned, or typed electronic signatures to PDF documents directly within Salesforce Lightning.
What types of documents can be processed using the SDK?
Beyond PDFs, the SDK supports viewing and editing Microsoft Office documents (Word, Excel, PowerPoint) and various image formats (JPEG, PNG, TIFF), providing a comprehensive document processing solution within Salesforce.
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Salesforce PDF SDK
What is a Salesforce PDF SDK?
A Salesforce PDF SDK lets you embed full-featured PDF functionality — viewing, editing, signing, and annotating — directly inside Salesforce Lightning. Nutrient’s Salesforce PDF SDK removes the need for third-party tools or external apps, enabling seamless, secure document workflows entirely within the Salesforce ecosystem.
- Open, view, and annotate PDFs natively in Salesforce.
- Fill forms, collect signatures, and collaborate — all within Lightning.
- Add custom buttons, themes, and triggers using declarative tools or Apex.
- Avoid server-side dependencies with fast, browser-based processing.
- Protect sensitive data by keeping documents inside Salesforce.
How to choose the right Salesforce PDF SDK?
When evaluating PDF SDKs for Salesforce, look at security, customizability, and user experience. Key questions to ask:
- Native integration — Does it run entirely in Salesforce Lightning without external tools?
- Customizability — Can you hide/show buttons, adapt themes, or trigger flows?
- Data binding — Can it use Salesforce records to generate or populate documents?
- Security model — Does it align with Salesforce’s platform and data residency standards?
- User experience — Is the PDF interface intuitive for non-technical users?
What are the best solutions to solve my Salesforce PDF problem?
There are a few ways to work with PDFs in Salesforce, but only one offers full-featured native integration without third-party workarounds:
- Nutrient SDK — Native in Lightning, fully browser-based, and supports annotations, form filling, signing, and PDF generation.
- Docusign Gen — Strong for templated signing, but limited viewer/editor experience.
- Conga Composer — Focused on document generation, not editing or annotation.
- Adobe Acrobat API — Requires external services and more complex integration.
What are the benefits of using Nutrient’s Salesforce PDF SDK?
Nutrient transforms Salesforce into a powerful document platform — eliminating the need to switch tools or worry about data leaving your organization.
- Fully native to Salesforce Lightning — No external hosting or iframe hacks.
- Real-time collaboration and annotation — Multiple users can mark up documents inside a record.
- Secure and compliant — Data never leaves Salesforce; ideal for financial, legal, and healthcare use.
- Custom UI and workflow integration — Modify toolbars, embed in flows, and trigger Apex actions.
- Document generation from Salesforce data — Dynamically generate PDFs from records or templates.
How does Nutrient’s SDK compare to other Salesforce PDF tools?
Nutrient’s SDK is purpose-built for Salesforce Lightning, combining performance, flexibility, and compliance in a developer- and admin-friendly package.
- No middleware required — Pure Salesforce integration — zero server dependencies.
- More UI control — Tailor the viewer, editor, and markup tools to your team’s workflow.
- Better performance — Fast browser-based processing, even with large files.
- All-in-one toolkit — Viewing, editing, forms, signing, generation, and more.
- Scalable and extendable — Start small, and add more SDK features as needed.