function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
AlexhtAlexht 

Using the "Create QUOTE pdf & email" functionality

Hello,

 

I would like to copy and utilize the "Create QUOTE pdf & email" workflow functionality. It is very neat and easy to understand and use.

 

In more detail, I would like to add a custom button to a page that displays

 

1)

 

A css embedded poppup that display on top of the existing page, with a pdf rendering of the custom object data on the top portion of the page, and a number of conviniance buttons at the bottom. The buttons are "save the pdf", "email the pdf".

 

2) If I click email the pdf, I get sent to an email page where I can review the email and where the pdf is automatically attached to.

 

This is identical to the quote pdf functionality. I want to use the same workflow process to email pdf renderings of custom objects.

Cloud CredenceCloud Credence

Hi,

 

Please put this request at http://success.salesforce.com/ideaHome?c=09a30000000D9xtAAC

 

Thanks