Generating help pages using a Lightning component, action, and a PDF document

Having conveniently located context-specific help information can increase users' productivity and improve user adoption of Salesforce CRM.

In this recipe, we will step through the process of loading a custom PDF document for the purpose of showing help information and making this PDF available to users with the opportunity record page.

The PDF help information is contained in a Lightning Component and is served to users when they click the appropriate button through the use of a Lightning Action on the specified page layout.

Getting ready

Create or retrieve a PDF document that contains the required help information. Here we have an example...