Hi All,

I'm very new in salesforce. So, I have no idea how I can acheive my below requirement in salesforce and need your suggestions.

Problem: I have two objects in my sample application.
Work Item:

• Work Item ID
• Work Log Date
• Description
• Time Taken
• Invoice(Master relation to Invoice object)

Invoice:

• Invoice ID
• Created Date
• Is Payment received.
• Hourly Rate
• Total Working Hour
• Total Work Charges
• Payment Charges
• Total Amount Due

So, in my invoice tab I have a button which will download an excel report for Invoice and work items related to the particular invoice.












 

Hi All,

I'm very new in salesforce. So, I have no idea how I can acheive my below requirement in salesforce and need your suggestions.

Problem: I have two objects in my sample application.
Work Item:

• Work Item ID
• Work Log Date
• Description
• Time Taken
• Invoice(Master relation to Invoice object)

Invoice:

• Invoice ID
• Created Date
• Is Payment received.
• Hourly Rate
• Total Working Hour
• Total Work Charges
• Payment Charges
• Total Amount Due

So, in my invoice tab I have a button which will download an excel report for Invoice and work items related to the particular invoice.












 

Hi All,

I'm very new in salesforce. So, I have no idea how I can acheive my below requirement in salesforce and need your suggestions.

Problem: I have two objects in my sample application.
Work Item:

• Work Item ID
• Work Log Date
• Description
• Time Taken
• Invoice(Master relation to Invoice object)

Invoice:

• Invoice ID
• Created Date
• Is Payment received.
• Hourly Rate
• Total Working Hour
• Total Work Charges
• Payment Charges
• Total Amount Due

So, in my invoice tab I have a button which will download an excel report for Invoice and work items related to the particular invoice.