Generate documents with Salesforce APEX

Last updated Jul 11 2019

In this video, we will show you how to generate documents with Salesforce APEX.

We will show you:

- A form we've already set up to pull in opportunity and product data based on an Opportunity ID.
- The Push integration configuration that creates a file in Salesforce.
- The PDF dynamic PDF we've created.
- How to use the 'Salesforce APEX' option in the PDF settings. 
- Press on the "Configure" button.
- Choose the object you want to create the document for, and the hidden you want to map the record ID to.
Now you have a few options to continue:

First option:
- Copy the Apex code displayed in the text area and use it as you wish.

Second option:
- We've added a class in the FT package which you can use. So you can call the class and method and pass the parameters you want to send FormTitan.








CommentsLogin Required
Didn’t find what you were looking for?
Try the following for assistance or Use the Search box.