Document Builder Support for Service Reports

Document Builder Support for Service Reports

Currently, Salesforce does not expose APIs that allow third-party applications (such as Pulsar) to programmatically read or extract Document Builder-specific information, including template structures, generated document data, or related configuration elements. This limitation is due to the Document Builder architecture within the SFS managed package, where certain components and metadata are not available through standard REST or SOAP APIs. In addition, it might also include LWC components that can only run within Salesforce mobile or Field Service Mobile apps. Here is the explanation for why LWC components cannot run in third-party applications: Lightning Web Component Support . We will continue to monitor Salesforce’s roadmap for any updates that may enable expanded API capabilities in future releases.

 Several of our customers with more complex Service Report requirements have addressed them by developing a custom HTML/JavaScript app on Pulsar. Pulsar Platform - Build rich user interfaces for Pulsar

Below is the Pulsar Documentation for Custom app implementation on the Pulsar platform. Generating Your Own PDFs - Some best practices