I am currently looking for a point-and-click solution for the client requirement. Their requirement is to attach the PDF File generated in the email then send to specific team/group of people. The PDF will be generated after clicking the 'Order Confirmation' (Conga for Salesforce CPQ button) in Opportunity record.
I have made some reasearch about this but I can see solutions like combination of Process Builder or Flow and invocable class.
Thank you Experts!
6 answers
Hello Jayson,
I used Conga Quote Generation: Salesforce CPQ parameters in the button itself.
My challenge now is to find a way to change the landing page after sending the email. Currently, it's landing on Quote instead of Opportunity where the Order Confirmation button is placed.
Thank you
Marion
