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Newbie
tzen
Posts: 1

Save Custom PDF and email

Hi.   I am  well versed in SFDC, but  bit of a newb in programming. I would like to use the quotes function in SFDC, but with a custom quote I've made.  I can generate a pdf, but need direction in saving to SFDC and then attaching it to an email to send to the customer.

 

I assume the standard controller is "quote", the default quote object supplied by SFDC.

1) I create a button in the quote section, that activates a trigger, that triggers a class

2) The class is composed of a code

3) The class then takes the visualforce page I have (USquote),  saves it as a blob, then saves it to the quote from which the button was activated.

 

Is this at all accurate?  How exactly would I do this.  Thanks.

 

BTW, my VF Page from which the PDF is generated is entitled STDQuote.  Standard Controller for this page is "Quote".