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Mikesfdc123 Outputting Customized Text / Pulling Fields/Data into a PDF
Hi!
I'm looking for best practices and a methodology to use when creating a document, such as a Receipt Statement, where I'd want to be able to customize my own text, as well as pull some (out of the box and customized) fields (dynamically / merge) from various out of the box and customized objects - such as a customized Donation Amount field's data for a certain record from the Opportunity object: Example: Thank you for coming to our event. Your donation of <output Amount> was very helpful....
Please let me know your ideas!
Mike