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Hare
Automated email with PDF attachment & attachment on opportunity
So I was wondering how I can attach a file to an opportunity. Basically what we do is sell a product online that requires an agreement. When they buy the product, we generate a pdf of the agreement and mail it to them. What I would like to do is upload the pdf agreement and attach it to the corresponding opportunity . I am pretty sure this can be accomplished, but I don't see much documentation on it. I am using conga composer salesforce appexchange its send mail to users with attchments and showing in Activity History in opportunity related list with file name but its not showing in attchments . Any one have any ideas?
girbot56
What's the conga composer parameter you are using?