Hi Everyone,
I'm working on a Salesforce Revenue Cloud implementation where Quote documents are generated using OmniStudio Document Generation. The generated PDF is automatically stored in Salesforce Files (ContentVersion). We're currently using the pdf-lib JavaScript library, but it doesn't support creating encrypted/password-protected PDFs.
We have a business requirement that every generated Quote PDF should be password protected before users open/download it from Salesforce Files.
Any guidance, implementation examples, or best practices would be greatly appreciated.
Thanks!
@Vidhi D If you're looking for a Salesforce standard way of doing this, you can find this article: Set a Password or Expiration Date on a Public Link to a Salesforce File | Salesforce Help
The only caviot is internally the file would be able to be downloaded without a password.
