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Prasanth Reddy M Saving a custom object record as pdf attachment for the record
Hi,
I have a custom object named "Sales Order", would like to save object record as pdf on save under Files related list of the Sales Order.
Provision to format the pdf record with HTML/CSS and restricting the fields to get saved is highly desirable.
Can some one help with available options for me.
Thanks,
Prasanth
I have a custom object named "Sales Order", would like to save object record as pdf on save under Files related list of the Sales Order.
Provision to format the pdf record with HTML/CSS and restricting the fields to get saved is highly desirable.
Can some one help with available options for me.
Thanks,
Prasanth
Try S-Docs from AppExchange. It's built in salesforce platform and easy to integrate.
https://www.sdocs.com/resources/documentation/saving-s-docs-as-attachments/
Thanks,
Chandu