Rendering Emails as PDFs in Salesforce Marketing Cloud Converting Salesforce Marketing Cloud Engagement emails into PDFs can be a required step for documentation, compliance, and archiving. While Salesforce provides various solutions for PDF rendering, not all are fully compatible with Salesforce Marketing Cloud (SFMC). This insight explores different methods to convert emails into PDFs and automate the process wherever possible. Manual PDF Rendering For users who need a straightforward approach, saving an email as a PDF manually is an option: Using Chrome Extensions Several Chrome extensions can facilitate PDF conversion, including: Using Sejda for PDF Conversion Sejda is a free online tool that preserves links and other embedded elements while converting emails to PDFs. It can be an excellent solution for one-off conversions where maintaining interactivity is important. Email Archiving in Salesforce Salesforce offers an Email Archiving Add-On that can store emails for compliance and retrieval. However, this solution is more focused on archiving than rendering emails into PDFs. Automating PDF Rendering in SFMC For those looking to automate PDF generation, a structured approach using AWS services and SFMC data extensions is possible. Steps to Automate PDF Rendering Alternative AppExchange Solutions For those looking for pre-built solutions, Salesforce AppExchange offers various options, such as Sercante, which specializes in PDF generation and marketing automation integrations. Conclusion Converting emails to PDFs in SFMC can be done manually, with browser extensions, or through automated solutions using AWS services. The right choice depends on your needs, whether it’s one-time conversion, compliance archiving, or a fully automated workflow. Content updated February 2025. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more