Generate Manual PDF via Custom Push

Last updated Dec 09 2018

As you may know, data can be pushed to Salesforce using a Salesforce action button, and without even having to submit the form.
This feature is even more powerful due to the Action button settings which allow you to trigger other actions along with the “Push”, such as Process mails or Redirect after finish.
In this version we have added a new option to the SF Action button called: ‘Generate Manual PDF’. When it is turned on, the form filler will be able not only to send data straight to Salesforce, but also to have the PDF documents you set up  generated and sent along with the data. (providing you’ve set up Push actions that include these documents of course).


Enjoy!


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