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How to extend Salesforce ‘send quote by email’ page?
Salesforce send quote by email in the following fashion (opportunity->quote->send email).I need to implement another logic of sending emails i.e to send emails using API of third-party service.
I have already created custom visualforce page with custom controller, but I have no idea how to include standard quote details PDF, which is auto-generated by salesforce.Please suggest a possible way. -
1 Reply
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Hi Audrey
Please follow the below steps
- Create a VF page with Quote as standard controller, and an extension class. The extension class can query all the information you need related to the quote like the related opportunity, account information, etc. Check out this link on how to convert a VF page to a PDF:https://developer.salesforce.com/docs/atlas.en-us.pages.meta/pages/pages_quick_start_renderas_pdf.htm
- Override the Create PDF standard button with your VF page. In your VF page, you can replicate the functionality of the standard PDF page generated by Salesforce with buttons like “Send Email” for example.
- You can invoke your 3rd party API to send the email using the button.
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