Do you want to schedule emails to your clients with an attached PDF? You have come to the right place! In this simple solution, we will show you how you can convert Visualforce page to PDF. And, also you can send email alerts to your customers to get updates. You can not only generate PDFs using this smart solution but also schedule them for your customers easily.
Why would you want to convert a VF page to PDF?
- E-sign: It will be much easier for your customers to sign the document when sent in a PDF format. They can simply read and accept the deal by signing it over the web. Hence, it will give better experiences to your customers using Salesforce Document Generation Tool.
- Secure data storage: We all know that PDF documents are way more secure than any other format. They are fool-proof at times, so fewer chances of getting them altered.
- Versatile formatting: PDF documents are way better to send or share across emails as they are versatile. They will remain just the same even if the recipient has some different version of the application.
Steps to Convert Visualforce Page to PDF
Step1
Step2
Step3
Step 4
Note: Below error can occur after step 1 if the field is blank if not then the above 4 Steps can be used to implement
Code
Batch Class
LoanStatus_FormEmptyCheck_Ext
Conclusion
To Convert Visualforce page to PDF format and sending email alerts to customers was never easier than this! We hope that you liked this interesting yet effective solution by our team. We will be back with another blog next week. If you try out this solution, then share your experiences with us.
Till then, Happy Learning! 🙂
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