Turn Salesforce Data into PDFs
Making PDFs from Word documents using Salesforce record data — without Conga.
A Working "Proof of Concept"
Making PDFs From Word Documents Using Salesforce Record Data – Developed for a Salesforce Developers MeetUp (Chicago) in 2016
Salesforce Components:
- Button with merge fields
- SOQL Query Object w/ text query field
- Documents (docx files)
- Output folder
AWS Components:
- Simple S3 Site
- API Gateway to Lambda
- Lambda function
Offsite (Temporary) Service:
- CloudConvert.com