You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

How Can A File Be Attached To A Quote And Exported to SalesForce In A Single Click?

**This post was created as part of a How to Service Request (SR)

Release: 22D.7

Summary of the question: How could we build an action that will generate a document, attach it to a file attachment attribute then send this file attachment attribute to salesforce?

Supporting Documents if any: N/A

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!