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We are managing our child sponsorships in Salesforce and need to create annual letter templates to send to children to fill out for their sponsors. I'd like to create then using the information and picture of the child that is stored in Salesforce, then print to pdf, and possibly email to their primary contact.  

In my research I've come across S-Docs and Conga as options to solution this.  

Has anyone else done this or something similar? 

I would want to then use the same solution to create Thank You letters and receipts for donations.  

Any feedback would be much appreciated!

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Hi Everyone,

I'm working on a Salesforce Revenue Cloud implementation where Quote documents are generated using OmniStudio Document Generation. The generated PDF is automatically stored in Salesforce Files (ContentVersion). We're currently using the pdf-lib JavaScript library, but it doesn't support creating encrypted/password-protected PDFs.  

 

We have a business requirement that every generated Quote PDF should be password protected before users open/download it from Salesforce Files.  

 

Any guidance, implementation examples, or best practices would be greatly appreciated.

Thanks! 

 

#Trailhead Challenges  #Revenue Cloud  #TrailblazerCommunity

2 answers
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Hey ya'll! I am looking for a document signing/generating solution/app for Salesforce that is low cost but good. I wanted to use SDocs, because we have used it before, but it turns out that it doesn't work with Professional edition.   

Does anyone have another suggestion?   

My client has Adobe PDF (not Sign), but I could suggest she upgrades fi that is the best solution. I am needing this, ultimately, to be able to be part of a button that can generate a contract, and another that can generate an invoice, pulling in merge fields, etc.

Thank you for your suggestions!   

1 answer
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Hi everyone, 

 

We're migrating our Salesforce–SharePoint integration from Azure ACS and SharePoint REST APIs to Microsoft Entra ID certificate-based authentication with Microsoft Graph APIs

Has anyone implemented this migration? If so, did you encounter any issues, limitations, or unexpected challenges—particularly around certificate-based authentication, Sites.Selected permissions, or Microsoft Graph APIs?

I'd appreciate hearing about any lessons learned or best practices

.  

Thanks! 

2 answers
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3 answers
  1. Aug 8, 11:16 PM

    Hi , 

     

     I would suggest trying a new playground or dev org. 

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1 answer
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    Aug 8, 10:58 PM

    Hello @Marcos Gomes, the trailmix is very useful to prepare the developer certification. 

    Certification exam guide : https://help.salesforce.com/s/articleView?id=005298965&type=1

    The self-study materials recommended for this exam include:

    Practical experience will be very useful, especially concerning Apex capabilities, other capacities like flow or asynchronous capabilities, and deployment possibilities. 

    Good luck for your certification exam preparation !

    Eric

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Hi, 

 

Am trying to build a speedometer but it should show 4 portions/4 colors and size of the color/portion is dependent on the value.  

 

Let's say for ex: We have total annual marks = 100...In our data, it is indicated by Qty...Now, student already scored 10 marks in exam 1..So, in our data, exam 1 is given by the variable "CQ" = 10...Now, the student also has practical exam (exam 2) result which is confirmed 20 marks...In our data, it is indicated by "IQ" = 20...In final exam - the student has got 50 marks (exam 3)..In our data, it is indicated by "TBQ" = 50.. 

 

So, going by the above logic 

 

Total marks = exam 1 + exam 2  +  exam 3 

 

Going by the exact variables in the data 

 

Qty = CQ + IQ + TBQ 

 

Now, my objective is to show a speedometer chart which has these breakdown of 3 colors that covers the total... 

 

And in the middle of the speedometer (needle origin) - I would like to see % overall...Meaning, if the total marks from exam based on example scenario comes out to be 80 out of 100...So, show 80% in the middle  

 

But I only got a bar shart like below 

 

 

Speedometer - 4 colors breakdown

 

 

 

 

 

#Tableau Desktop & Web Authoring

1 answer
  1. Aug 8, 10:29 PM

    Hi, I don't know that folks are going to build this type of chart out for you primarily due to how complicated it is to set one up - especially to your exact requirements.   

     

    Below are some posts on how to build a gauge chart, note that each has an emphasis on the difficulty in building one out.  There is a gauge chart extension in the Exchange Gallery by 

    LA Data Viz, and one by InfoTopics

    . But neither are likely to meet your exact requirements. 

     

    https://www.phdata.io/blog/how-to-make-a-gauge-chart-in-tableau/

     

    https://www.flerlagetwins.com/2023/08/gauges.html

     (first one is an NPS, which is closest to what you're trying to do) 

    https://www.vizney.com/gauge-chart-in-tableau/

     

    https://www.useready.com/blog/how-to-build-a-custom-gauge-chart-in-tableau/

     

    https://intellipaat.com/blog/tableau-gauge-chart/

     

    If this response answered your question, please mark it as an Accepted Answer? 

    This way, others searching for similar solutions will find the answer faster in the future.

     

    Best, Don Wise (Tableau Ambassador)

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1 answer
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Hello everyone, 

I cannot find manage dated exchange rate in lightning, i need to turn classic to be able to see it, moreover it tells me 1 usd = x euro, not 1 euro = x usd 

 

 

#Trailhead Challenges

1 answer
  1. Aug 8, 9:14 PM

    Hi , 

     

     

    Once you’re set up for multicurrency, there are few simple steps needed to enable advanced currency management:

    1. From Setup, enter Company Information and click Company Information.
    2. Click Currency Setup.
    3. Under Advanced Currency Management is not enabled, click Enable.
    4. When prompted, select Yes, I want to enable Advanced Currency Management and click Enable.
    5. If you receive a pop-up message that reads: Navigate to this page? Click the Open button.

    When advanced currency management is first enabled, your existing exchange rates automatically become the first set of dated exchange rates. These rates are valid for all time, until you define another set of exchange rates.

     

    Further details,

    https://help.salesforce.com/articleView?id=sf.activating_and_deactivating_currencies.htm&type=5

      

     

    https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000C3euuSAB

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