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.
- Asking us questions is the fastest and most affective way to get assistance.
- Got a question? Check out our FAQs pages for answers to commonly asked questions.
- Check out our complete index of the FormTitan Topics organized by categories.
- Browse our topics directory to find the feature you are looking for.
- ContactStill haven't found what you were looking for? no problems... simply send us your inquiry.