-
How to extend Salesforce 'send quote by email' page?
Salesforce send quote by email in the following fashion (opportunity->quote->send email).I need to implement another logic of sending emails i.e to send emails using API of third-party service.
I have already created custom visualforce page with custom controller, but I have no idea how to include standard quote details PDF, which is auto-generated by salesforce.Please suggest a possible way. -
1 Reply
-
Hi Audrey
Please follow the below steps
- Create a VF page with Quote as standard controller, and an extension class. The extension class can query all the information you need related to the quote like the related opportunity, account information, etc. Check out this link on how to convert a VF page to a PDF:https://developer.salesforce.com/docs/atlas.en-us.pages.meta/pages/pages_quick_start_renderas_pdf.htm
- Override the Create PDF standard button with your VF page. In your VF page, you can replicate the functionality of the standard PDF page generated by Salesforce with buttons like "Send Email" for example.
- You can invoke your 3rd party API to send the email using the button.
Log In to reply.
Popular Salesforce Blogs
Salesforce Integrations That Can Transform Your Daily Business Operations
If we talk about Salesforce, there are areas in which it adds to the business. From sales to marketing, Salesforce has got something to benefit…
Real Time Access To External Data Using Salesforce Lightning Connect
Salesforce as we all know is the most renowned CRM-in-the-cloud of this era. In addition to endless top features, another vital aspect is its ability…
External Objects in Salesforce - The Implementation Guide
External Object is a kind of virtual object which does not exist in your Org. It is a custom object like other custom objects we…
Popular Salesforce Videos
Done With Training But Not Getting Salesforce Interview Calls, What To Do?
To sum up, choosing a Salesforce Career will be a better option than any other profession seeing the opportunities that it is creating in the…
Top 3 Reasons to Use Salesforce Checkout
Watch this video to understand your Salesforce contract information, make payments, and add additional licenses with Salesforce Checkout. This video discusses about the top 3…
Salesforce Triggers Part-1
A trigger is an Apex script that executes before or after data manipulation language (DML) events occur. Apex triggers enable you to perform custom actions…
