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I've created a custom object called Invoices, related to Opportunities.  I've added a ton of custom fields, autonumber fields, etc.  What I need is to have a button that says 'create pdf' like how quotes work.  I would also LOVE to have templates so I can play with the pdf.  Pretty much, I need this new invoices custom object to act just like how quotes work.... 

So I don't know where to start....
6 件の回答
  1. 2017年3月13日 7:29
    Hi Adriana,

    You can build a VF page to achieve this.

    You can pretty much throw in any HTML content to it (Logos, images, colors, etc.,) and render the final output as PDF.

    You can add a button to your Page Layout to execute this VF page on click of this button.

    Let me know if you need any more information.
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