---
schema_version: "1"
id: 4247a7a8ba7352109a0b4fe44dbfc76d460af16a8115ecc721d72660d55cbc8f
title: Save Task Data as a PDF in Agentforce Operations
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/automate_afsc_tasks_data_saved_pdf.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.automate_afsc_tasks_data_saved_pdf.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d1ef82aa749a44191bbc5d7edc4a333b5ef9397e3224131a9213a119b4471747
description: Configure a task to save a copy of the submitted data as a PDF. Use the PDF to save the information, to share with form fillers, or to pass to downstream tasks.
products:
  - Cross Cloud
release: "264"
---
# Save Task Data as a PDF in Agentforce Operations

Configure a task to save a copy of the submitted data as a PDF. Use the PDF to save the information, to share with form fillers, or to pass to downstream tasks.

### Required Editions

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            <th scope="colgroup" class="slds-cell-wrap" colspan="1" style="text-align:left;vertical-align:top;" id="d33829e39">License Required</th>
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            <td data-label="License Required" class="slds-cell-wrap" style="vertical-align:top;" headers="d33829e39 ">
              <p>This feature is a workspace that’s external to your Salesforce org and requires
                an Agentforce Operations license. </p>
              <p style="margin-bottom:0;">To purchase an Agentforce Operations license, contact your Salesforce account
                executive.</p>
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## How Task Data Is Saved to a PDF

When you turn on PDF generation for a task, Agentforce Operations creates a PDF of all fields and forms on the task when the task completes. The PDF shows in the task header, saves as a field that you can use in downstream tasks, and is sent via email if the task expires.

## When to Save Data to a PDF

Use this option to:

- Give form fillers a copy of their submission for their records
- Create auditable records of completed tasks
- Pass a snapshot of the submission to automations that store data in shared drives like Box or SharePoint

## Included Data

The PDF includes the task name, Assigned to, Assigned by, workflow name, Completed by, Completed on, provided fields, and requested fields. Task metadata, message, and audit history aren’t included.

If there are uploaded documents, the document name appears in the PDF, but not the file itself.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-agentforce_operations-264-0-0-production-enus/dce314e6-0a31-4a8b-98f7-3d2a3fd02ee2/images/icon_note.png)

Note You can't change the PDF format.

## How to Configure a Task to Save Data as a PDF

In the task's Advanced section, select **Save a copy of submitted data as a PDF**.

## How to Download the PDF

After a task completes, the **Download submission PDF** button shows in the task header after a short delay. To download the PDF, click **Download submission PDF**.