1

Is there any way to send a standard PDF to have it assigned to a Custom Object and not use an EmailHandler?

Use Case -

  • Email is generated with PDF, can customise the generation to include anything we want (eg. Salesforce ID) in the subject
    • Email is sent to SFDC email
    • PDF is attached to record, with lookup to Customer Account

Any way this is possible without using an email handler?(code)

Thanks!

1
  • I have investigated using Email to Salesforce, but this doesn't allow to custom objects, good suggestion to use flow below.
    – Dawid
    Dec 18, 2014 at 3:05

1 Answer 1

1

I can't think of a way to do this without a handler, though you might be able to use Email to Salesforce and then use a flow or process builder to move/copy the attachment that's created to the relevant custom object.

1
  • Ok great, I hadn't thought of using Flow... I'll investigate.
    – Dawid
    Dec 18, 2014 at 3:04

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .