Skip to main content

Sending Document as an attachment in the form of Pdf Using Workflow Rules of force.com platform and Visualforce Template feature


Emailing the pdf on click of a boolean check box or click of a button are frequent requirements for which we often think of using Triggers and using Outbound Emails of apex .

This requirement can be easily accomplished through workflow rules and the Visualforce Email Templates

In this blog POST will walk through on how to approach this

Step 1:
Creation of Email Field This is the first step to create an Email Field so that when we develop workflow rules when for the email alert the Recipient Type is asked we may fill in the email field
Step 2:
Creation of workflowThis is a simple step where based on business criteria draft a workflow rule.Usually rule should be to trigger the email alert only if the boolean flag is checked .
Step 3:Creation of email template The email Template will be a visualforce template and hence if you are familiar with visualforce this must be a straight forward impementation
Below is the sample code that you may customize by replacing with your relevant object name



   
   Please find your  receipt attached with this mail.
   


 


  
    



<!-- Section to insert header-

{!$Label.Header}

Label1 Label 2 Label 3

Image From Notes and Attachment


If have any image to display from documents then you will have to use the following
https://AAA.salesforce.com/servlet/servlet. ImageServer?id=BBB&oid=CCC AAA = your SFDC server, found in the URL of any SFDC link after you log in BBB = the record ID of your publicly available document CCC = your organization ID You can pull from documents.Dont pull from static Resource .It never works .
I answered couple of questions in stackexchange recently and this promoted me to write this blog post so that may help .

http://salesforce.stackexchange.com/questions/4637/is-it-possible-to-have-html-in-a-visual-force-email-template/4639#4639

http://salesforce.stackexchange.com/questions/4641/is-is-possible-to-display-an-image-or-icon-in-a-email-using-a-visualforce-templa/4643#4643

Popular posts from this blog

TLS 1.0 has been disabled For Sandbox - Salesforce

Salesforce has finally disabled TLS 1.0 in sandboxes .This is in preparation for disablement later in 2017 for PRODUCTION instances .

Now this would have not impacted your integrations in PRODUCTION org but if your integration is broken in your sandbox ,this means you have only few months to sort this and fix before this affects your integration for PROD live users .
Before we deep drive on how to possibly fix this and work with your external systems to figure solution ,lets first understand what is TLS and why did SFDC moved to 1.x and had to disable TLS 1.0
TLS 1.0 Explained























TLS 1.1 Improvements 
Added protection against cipher-block chaining (CBC) attacks. Support for IANA registration of parameters.

Clearly TLS 1.1 is more secure(Compared to 1.0) and protects salesforce resources against CBC attacks .
Identify if this change broke anything .The things that can be affected in your instances are as below Web requests to Salesforce URLs that require authenticationWeb requests to the login pag…

Opening Modal Using Lightning Component Framework of SFDC

One of my friend from India threw a challenge .The challenge was to open a modal by using latest and greatest lightning components framework and modals design from SLDS .For the love of community I thought of sharing the entire code base that I did .

So here we start ..

Business Use Case - Need a handy SalesLeader board component that can be used to display the Sales revenue generated by each sales rep for current year in the order of decreasing total revenue .On click of the tile ,we will show detail opportunity list aggregating the revenue .

The component can be dragged in lightning design experience or in App builder lightning Page .

Video Demonstration-



SalesLeaderBoard from Mohith Kumar Shrivastava on Vimeo.








Frameworks Used -
Lightning Design Systems (SLDS) for CSSLightning Component Framework for client side logicApex aura enabled class for backend logicApproach
The component hierarchy is very important to imagine or mindmap before we dig deeper- SalesLeaderMain
    -SalesLeaderBoard
    …

Invoking Apex Callout From Process Builder

Process builder is GA in Spring 15 and one of the queries I came across was around how to invoke apex callouts from Process builder .

Before process builder came we had two common approaches of calling webservice 

1)We have outbound messages as one of the Actions for workflows.This works if other party implements the WSDL that is generated once Outbound messaging is defined with appropriate end point .

2)Most of times future method invoked through triggers allowed to do apex callouts and invoke external web service provided the future method is annotated with @future(callout=true).This provides lot of flexibility and one of the best approaches .

3)Flow triggers was in BETA and this was also one of the ways we could invoke callouts provided the Flow implements process plugin .To understand in detail how to implement process plugin refer to the below example

The purpose of this blogpost is to demonstrate the new possibility of invoking apex callout through Process Builder 

I tried initi…