We have an immediate requirement for a mobile app to be developed. I think what we need can be achieved on the current Salesforce One mobile app platform.
We have a specific brief of what it needs to do and I am looking to discuss with a (ideally London based) developer or company.
If anyone can help me it would be most appreciated.
I need to do two things at once....
1. Click a custom button on account page, which launches a visualforce page (opening in Word) with the accuont details in a formatted style (our new customer form), which our team can then print out. This bit I can do
2. At the same time, update a field on the account page with today's date, to let salesforce know what date they were signed up on. This could provide valuable data to start analysing.
Can anyone help ?
It feels like either my visual force page also needs some code to update the account 'closed date' field
Not sure if possible ?
One of my custom links sets up a merge with a word document.
I also want it to change a pick list accuont field from "No" to "Yes"
Is this possible ? Can anyone help ?
I am running group edition of salesforce, but I'm told this shouldn't matter for this type of thing.