I am new to SFDC, i have a task that i will have one text box where user enters emailid and button below that, upon clicking of that button, the email should be sent to the email which the user has enetered along with the attachment. But, the attachment needs to be dynamically generated by taking all the records from custom objects and attach it in excel format.
I am not too familiar with coding or anything like this, so I'm having some trouble figuring out how to create an editable data table. We currently use excel spreadsheets for our contract fees, but we want to transition this process into Salesforce.
I think the best way to do this would be to create a Visualforce Page that I can then add to my Page Layout. The table I want to create is a revenue timeline, with the rows being the different type of fees and the columns being each time period (monthly). While the labels in the row are standard, the labels for each column differs depending on when the contract began. It would also be nice to add a final column being the total which is a formula of each row. But for now, I am trying to just create the main body of the data table. Any help would be greatly appreciated!! Thank you so much.
