Salesforce Automation

This is in  continuation  of previous posts on Salesforce Action APIs. For previous posts refer to this link  Getting Started with Quick Action APIs This Quick  Action APIs – Part 4  where we will focus  on how to set an email action with Email Template so that the expected email the body can be automatically generated based on a pre-defined email template. Pre-requisites for this exercise: Create an HTML email template (with or without letterhead) named " Quote Dealer Email Template " or any other type based on your choice. For this, we have to build a scenario where we are using the visualforce page to generate PDF and the same PDF needs to be sent out to the customer using a  pre-defined   email template using  "Send Email" Quick Action. Steps will be the following: Create a simple visualforce page using the standard controller...

This is in continuation of previous posts on Salesforce Action APIs. For previous posts refer to this link  Getting Started with Quick Action APIs This Quick  Action APIs – Part 3  where we will focus  on how to set email action fields value especially Attachments/Content documents. For this, we are building a scenario where using the visualforce page a PDF will be generated and the same PDF needs to be sent out to the customer using "Send Email" Quick Action. Steps will be the following: Create a simple visualforce page using the standard controller of "Quote" object named "QuotePDF" Embed the "QuotePDF" in lightning Component using an iframe for preview. Upon iframe, Load saves the PDF under the current Quote record as Content Document and return content document id. Now pass t...