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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?

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  • If not using AppExchange - this is nice. Waiting for it.
    – Andrii Muzychuk
    Jan 19, 2016 at 9:05
  • this isn't from appexchange :) Its an Admin's trick
    – human
    Jan 19, 2016 at 9:06
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    you are throwing a challenge :). So you hacked the url.
    – Ashwani
    Jan 19, 2016 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!
    – human
    Jan 19, 2016 at 9:28
  • @Mann do you want to genarate all object detail page in PDF?
    – Tushar Sharma
    Jan 19, 2016 at 9:43

2 Answers 2

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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.

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  • interesting - what do you mean by that Tushar?
    – human
    Jan 19, 2016 at 9:22
  • go to setup, enable Quotes, and there -- you can generate Quote for opportunity and save that as PDF
    – kurunve
    Jan 19, 2016 at 9:24
  • Aaahh.. I see. I am actually talking to generating any PDFs - not just quotes and invoices
    – human
    Jan 19, 2016 at 9:25
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    @Mann you mean generally for all objects?
    – kurunve
    Jan 19, 2016 at 9:26
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    Yes tushar you have mostly nailed it :)
    – human
    Jan 19, 2016 at 12:26
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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

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