There are many ways of protecting confidential information, one of them is watermark. There are many reasons to watermark PDF too:
– sending legal or government documents
– creating PDF documents that can be immediately recognized
– safeguarding intellectual property
Applying watermark to the generated PDF documents is very easy.
1. Store the watermark file in your static resource within Salesforce
2. Click “View file” to get the URL
3. Paste it in “Watermark” field
4. Once watermark is populated, it will be applied each time new PDF is generated
Watermark field exists for Opportunity, Quote, and Order objects. For other objects, create URL field like below and add to the page layout.
