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AndreDB
Looking to create donation receipts
Hello,
I am looking to have a quick, efficient way to automatically (or very simply) create tax-deductible donation thank you/receipt letters immediately after I enter a donation into Salesforce. Ideally, these would be pdfs that could be instantly emailed to the respective contact via the click of a button (or even better, automatically).
A Salesforce rep directed me to this forum as a way to do it. Can anyone help me get it set up?
P.S. I have already looked into CongaComposer and unfortunately >500$ a month is simply too expensive for our NFP organization.
Thanks!
Hi,
One solution you could implement is as follows:
- Create a visualforce page which will be rendered in PDF(Using renderAs="PDF" attribute), design this page in the recipt format and include all the neccessary data you want to put in the receipt or document for a particular donation record.
- Write an after insert trigger on the object(which you are using to store donation).
- From the trigger create instance of the visualforce page (which will be rendered as PDF document) and send this document as an atachment to the appropriate email address:
Visualfoprce page:
Trigger
Method to send email:
Important :
Hit Kudos if this provides you with useful information and if this is what you where looking for then please mark it as a solution for other's benefit.
All Answers
Hi,
One solution you could implement is as follows:
- Create a visualforce page which will be rendered in PDF(Using renderAs="PDF" attribute), design this page in the recipt format and include all the neccessary data you want to put in the receipt or document for a particular donation record.
- Write an after insert trigger on the object(which you are using to store donation).
- From the trigger create instance of the visualforce page (which will be rendered as PDF document) and send this document as an atachment to the appropriate email address:
Visualfoprce page:
Trigger
Method to send email:
Important :
Hit Kudos if this provides you with useful information and if this is what you where looking for then please mark it as a solution for other's benefit.
That does look great as to what I am looking to do, although unfortuantly I do not have any experience with VisualForce. I have worked extensively with C, C++ and Python though, so when it comes to code I am not clueless.
Are you able to help me input that into the correct terminal?
Hi,
Please proceed with the implementation and let me know if you face any issues.
Ok, thanks.
I likely won't have time to look at this for a week or two, but when I do, I'll get back to you.
Thanks again!