Options
- Mark as New
- Mark as Read
- Bookmark
- Subscribe
- Email to a Friend
- Printer Friendly Page
- Report Inappropriate Content
Zuora Quote PDFs and Salesforce Files
Status:
New Idea
Submitted by
bryandawson
on
‎03-06-2018
07:21 AM

Currently, when generating a Quote PDF, it saves the file in Salesforce as an Attachment and displays the file in the Notes & Attachments related list on the Opportunity. However, Salesforce has now deprecated the use of Attachments in Lightning Experience. They recommend using the newer object, Salesforce Files.
Can Zuora provide an option for Quote PDFs to be saved as Files on the Opportunity?
See link for more details from Salesforce: https://help.salesforce.com/articleView?id=Attachments-are-not-returned-in-Lightning-Experience-sear...
- Find more ideas tagged with:
- Salesforce Lightning
10 Comments
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.