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Topics#Customer ServiceFrage von John Worth
John Worth (Public Consulting Group) fragte in #Customer Service
30. Apr. 2021, 01:26

Creating a certificate with a merge template

We have a custom object to track the credentialing process of our therapists. At the end of that proces we'd like to create a certificate from some of the relevant data (name, date, type of certification, etc.). It's a pretty basic Word-based template. Is there an easy way to do this in Salesforce so that it will create and save to the user's record? Or will I need to do the merge process outside of Salesforce?
1 Antwort
  1. Doug Brown (Elements Financial)
    30. Apr. 2021, 02:26
    Found some solutions in AppExchange Easy PDF (https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000001TLtcEAG) is free but here is the full list List of PDF solutions (https://appexchange.salesforce.com/appxSearchKeywordResults?keywords=FormTitan&searchType=simpleSearch).

     

    How to Easily Generate a PDF in Salesforce  (https://galvintech.com/how-to-easily-generate-a-pdf-in-salesforce/)

     

    Here is a old thread that has some pointers Custom Print Template for Record Detail Page (https://developer.salesforce.com/forums/?id=906F00000008oeFIAQ)

     

    Hope that gives you some ideas. 
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