
Is this possible? I can't imagine that this hasn't been produced.
Please help.
Greg
답변 2개
Hey Greg,
It is certainly possible but not via standard functionality as far as I know. You have the following options to accomplish this (from easiest to complicated):
1. Get a tool like Conga Composer or Drawloop from Appexchange. These are paid apps available on the appexchange but very much worth the money for doing advanced reporting, scheduling etc.
https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016Zn3EAE
https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016b7FEAQ
2. Install S-Docs from Appexchange. It's a free app but might need customization for accomplishing what you need. They have decent documentation to help you with that.
https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003HeuPEAS
3. If you have a developer around, ask him to build custom coded solution for you using Apex and Visualforce.