End-of-Year PDF Receipts
Attaching end-of-year PDF receipts to records in Salesforce
End-of-year procedures can often be a daunting task for any non-profit. It's crucial not only to acknowledge the contributions of your donors but also to provide them with timely and accurate donation receipts for tax purposes. In this post, we'll walk through a generalized process of preparing and attaching donation receipts to your account records for record history keeping.
Understanding the Process and Data
First, you need to confirm that you have the correct data in Salesforce and then identify which fields on the record you want to work with. In our case, our client wanted to attached end-of-year PDF receipts to accounts for donations and sponsorships. They wanted to use the formal and informal greeting fields in addition to the billing address fields and the total donation or sponsorship fields. Once you know your data is correct, we can begin to natively build the process to generate the PDF receipts and attach them to the corresponding records.
What we used in Salesforce:
Custom fields (to track when the receipt is successfully made and can also be used to trigger the PDF creation via a flow)
Visualforce page (this is the template for the PDF. See example below)
Apex Class (this will generate the PDF from the visualforce page)
A flow (you can use a scheduled or record trigger flow to call the apex class
If you would like a similar solution built for you Salesforce instance, we’d love to work with you.
< Visualforce Page
This is an example of what a visualforce page could generate for your end-of-year receipt, including your company’s logo, dates, data from fields and required tax information. See sample code (coming soon)
