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Custom code for document generation
Hi all, we are looking for somebody to help us with code that would allow us to generate a marketing package from objects/custom fields that we have already created in APTO for Salesforce. Basically, we are in commercial real estate and would like this to be available on our 'Proposals' or pitches. For a proposal, we link/tie 'On-Market' listings and 'Sold' comparable properties (both of which are already in our database), and we would like them to then export or populate our excel template (which is also existing) including property pictures. We have achived a work-around using S-Docs, but had to mimc our template since they dont allow you to upload one. We ultimately just need to tie together the information and properties from our Proposal, to our excel proposal presentation template. Can anyone help or point me in the right direction? Any help is appreciated! Thank you very much!
Hi Sam,
Greetings !!
I am Ashish Sharma , I am a certified salesforce developer /consultant .
I am in salesforce ecosystem from last 4 years .
My services are below.
Design Solution on force.com
Develop visualforce pages ,apex classes ,apex triggers ,Integrations and any /k .such as reports/dashboards initial sales ,service setup etc .
3.Support to existing implementations on adhoc and hourly basis .
My Salesforce Certifications are follows.
1.Certified developer 401
2.Certified App builder
3.Certified ADM 201
4.Certified sales cloud
I have worked on nearly 5 end to end enterprise applications and nearly 200 small projects/tasks in 4 years of duration.
I have worked on many integration projects where one of them is salesforce to citrix integration .
I would love to discuss opportunity to work with you .
Here are my profile links
LinkedIn : https://in.linkedin.com/in/ashish-sharma-☁☁☁☁-3b3b4a55
Salesforce Blog : http://ashishsharmadevsfdc.blogspot.ae/
Salesforce Discussion Boards : https://developer.salesforce.com/forums/ForumsProfile?userId=005F0000004uUXfIAM&communityId=09aF00000004HMGIA2
Please let me know if we can futher discuss your requirements.
Regards
Ashish
Email :ashish.sharma.devsfdc@gmail.com
Skype : ashish.extentor
samr@expsoltech.com
www.expsoltech.ca
Why are you really exporting this data to an excel document as part of your Proposal creation?
What is so important about a .xls file, why not a PDF, or a nice HTML email?
Given what you have described as your use case, I would make the following suggestions. 1) create a VFpage/controller with CSS looks similar to your excel spreadsheet. This will be a nicely formatted PDF, with the current 'On-Market' listings and 'Sold' properties info/pics. 2) Create additional workflow configurations to email that PDF file to the Contact’s email. That makes the whole process more automated, and all in your CRM system.
Example to give you a better idea. http://www.sfdcpoint.com/salesforce/visualforce-page-render-pdf/
Also, I’ve done this same sort of marketing collateral automation for clients, if you need someone to do it for you. ;-)
RT