5

Business case - So I have to create invoices (not quotes) in PDF format from opportunities that contain a whole lot of account and opportunity object fields.

I dont want to use VF or in-fact any coding at all. Possible?


Yes its possible. I will give the solution away soon. But first, let me know if you have any ideas?

20/1/16 Half Solution - Checkout my post at https://www.linkedin.com/pulse/generate-pdfs-salesforce-without-writing-any-code-harleen-mann

Following question: How do we create PDFs on a totally unrelated custom object?

  • If not using AppExchange - this is nice. Waiting for it. – Andrii Muzychuk Jan 19 '16 at 9:05
  • this isn't from appexchange :) Its an Admin's trick – datmannz Jan 19 '16 at 9:06
  • 3
    you are throwing a challenge :). So you hacked the url. – Ashwani Jan 19 '16 at 9:18
  • Addition - The PDF generation will be for all objects eventually. My POC is on opportunities though. But it will work on all objects! – datmannz Jan 19 '16 at 9:28
  • @Mann do you want to genarate all object detail page in PDF? – Tushar Sharma Jan 19 '16 at 9:43
6

This is a salesforce native functionality. Just add Create PDF button in Invoice Layout.

Button on UI PDF native

Added Images for your reference.

As you don't mention previously that you want to use it for all object then i think it is URL Hack.

https://ap1.salesforce.com/quote/quoteTemplateDataViewer.apexp?id=0Q090000000eeUa&headerHeight=10&footerHeight=10&summlid=0EH90000000uhOY#toolbar=1&navpanes=0&zoom=90

This is a base URL SF use for Quote generation.

  • interesting - what do you mean by that Tushar? – datmannz Jan 19 '16 at 9:22
  • go to setup, enable Quotes, and there -- you can generate Quote for opportunity and save that as PDF – kurunve Jan 19 '16 at 9:24
  • Aaahh.. I see. I am actually talking to generating any PDFs - not just quotes and invoices – datmannz Jan 19 '16 at 9:25
  • 1
    @Mann you mean generally for all objects? – kurunve Jan 19 '16 at 9:26
  • 1
    Yes tushar you have mostly nailed it :) – datmannz Jan 19 '16 at 12:26
2

Its salesforce native functionality if you are familiar with salesforce CRM than whenever you create an invoice or quote under an opportunity than their is a button called create PDF to genrate invoices without any code

Not the answer you're looking for? Browse other questions tagged or ask your own question.