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Keith Stephens 18
Merge, Save and Email without Conga or 3rd party
Hello,
We currenly use Conga to merge information into templates, then save and email these document to attorney's. We want to find a way to do this without Conga or a 3rd party plug in. So from Apex itself. Has anyone done this? Is this possible?
I am new to Salesforce and Apex ect.. I have only written a few triggers, but I am a Sr. Veteran with .NET C#.
Any advice or help would be great.
Thanks,
Keith.
We currenly use Conga to merge information into templates, then save and email these document to attorney's. We want to find a way to do this without Conga or a 3rd party plug in. So from Apex itself. Has anyone done this? Is this possible?
I am new to Salesforce and Apex ect.. I have only written a few triggers, but I am a Sr. Veteran with .NET C#.
Any advice or help would be great.
Thanks,
Keith.
https://developer.salesforce.com/forums/?id=906F000000090IZIAY