Feed

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!

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

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!   

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! 

Need help! Stuck on Create Validation Rules in Customize a Salesforce Object

. 

#Trailhead  #Salesforce Developer  #Certification

it's not. so i cant reset the pw and connect the org to the superbadge challenge. Ideas? Thanks! 

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