Attach PDFs to Accounts in Salesforce When Creating From Opp
When creating PandaDocs from Opportunity object in Salesforce, the customer would like to auto attach the completed PDF version of the PandaDoc to the Accounts object.
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Scott Rosen
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Anonymous commented
As of now, we can only attach PDF to the object Opportunity, it would be helpful if we could also have a trigger to attach completed PDF to the Accounts Record section