Salesforce Conga Quick Action Task
Budget: ₹1,500 – ₹12,500 INR
I need assistance with a task in Salesforce involving Conga. The goal is to create a Quick Action button on a record page. When clicked, this button should:
1. Generate a PDF containing all fields from the specific object.
2. Automatically attach the generated PDF to the same record for reference.
The PDF design needs to follow a corporate-branded format that aligns with our standards. Please ensure the solution is efficient and integrates seamlessly with our existing setup. Let me know if further clarifications are needed.
1. Generate a PDF containing all fields from the specific object.
2. Automatically attach the generated PDF to the same record for reference.
The PDF design needs to follow a corporate-branded format that aligns with our standards. Please ensure the solution is efficient and integrates seamlessly with our existing setup. Let me know if further clarifications are needed.
Related categories:
Software Architecture
Salesforce.com
Salesforce App Development
Salesforce Lightning
API Integration