Download PDF allows reps to preview the PDF & download it to desktop. It can also helps reduce Salesforce storage if you are creating PDFs in bulk on regular basis.
Notes:
By default all templates are shown to the users but you can restrict or filter templates as per field values. Please check Restrict Templates section on how to limit the templates.
Below section walks through the configuration required for downloading the PDFs.
As part of the app we have provided a custom button “Download PDF” for Lead, Quote, Opportunity and Order objects by default. For other objects, create a custom button as per below details.
Create new button from “Button, Links and Actions” option on object setup page and fill the details as shown as below. This is the generic URL for the button where My_Object__c needs to be replaced with the object API name.
URL: /apex/sfcloud2__QuotePDF_Save?id={!My_Object__c.Id}&action=downloadFor example, if it’s standard Contact object, URL will be –
/apex/sfcloud2__QuotePDF_Save?id={!Contact.Id}&action=downloadIf it’s custom object with API Name Service_Object__c, URL will be –
/apex/sfcloud2__QuotePDF_Save?id={!Service_Order__c.Id}&action=download
Next step is to modify the object page layout where PDF is to be generated to add the buttons.
For Classic view, add this button to custom button area in the page layout-
For Lightning view, please add the buttons to Mobile and Lightning Experience Actions –
Here are the steps end user (Sales Rep) will follow to preview and save PDF.
1. User clicks on Download PDF button.
2. User is redirected to PDF Preview page which shows the record name on top-left and list of available templates in the drop-down list. Select a template to preview the PDF. User can then download the PDF clicking “Download PDF” button. PDF will be stored in the local download folder depending on the browser settings.
Note: If only 1 template is available, it will be selected by default.
