Getting ready

Create or retrieve a PDF document that contains the required help information. Here we have an example file that is called HelpText.pdf.

The PDF document will be referenced within a Lightning Component and will be stored within Salesforce CRM as a Static Resource by carrying out the following steps:

  1. Create or source a suitable PDF document to be used to show help information.
  2. Click on the Setup gear icon, as shown in the following screenshot:

The Setup gear icon is located in the top right-hand area of the main Home page.

  1. Click the Setup option, as shown in the following screenshot:
  1. Type the text static resources in the Quick Find search box, as shown in the following screenshot:
  1. Select the Static Resources option.
  2. Click on New, as shown in the following screenshot:

We will be presented with the Static Resources setup page.

  1. Enter or paste the text HelpText in the Name textbox.
  2. Optionally, enter a value in the Description field.
  3. Click on Choose File.
  4. Select the document to upload from your computer.

In this recipe, choose the PDF document referred to in Step 1.

  1. Ignore the Cache Control picklist selection and leave it as default Private (Cache Control is only relevant to static resources used in https://www.salesforce.com/products/platform/products/force/?d=70130000000f27V&internal=true).
  2. Click Save, as shown in the following screenshot:

Now that we have a PDF document stored within Salesforce, we can reference the file from within a Lightning Component. This Lightning Component can then be accessed from the link called Help for this Page, which is displayed on a custom object record detail page.

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