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Conga composer pdf generation, attaching to record and email send functionality
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| // Provide the Proforma_Invoice__c Id | |
| Id singleId = ''; | |
| // Build a query for only that record | |
| String singleRecordQuery = 'SELECT Id, Account_Name__c, Renewal_Quote__c, Renewal_Quote__r.Contact__c, ' + | |
| 'Renewal_Quote__r.SBQQ__Account__c, Renewal_Quote__r.SBQQ__Account__r.Id, ' + | |
| 'Renewal_Quote__r.SBQQ__Account__r.Name ' + | |
| 'FROM Proforma_Invoice__c ' + | |
| 'WHERE Id = \'' + singleId + '\''; | |
| Invoice__c renInvoice = Database.query(singleRecordQuery); | |
| String sessionId = UserInfo.getSessionId(); | |
| String serverUrl = URL.getOrgDomainUrl().toExternalForm() + '/services/Soap/u/59.0/' + UserInfo.getOrganizationId(); | |
| String fileName = 'Test'; | |
| // EncodingUtil.urlEncode uses '+' for spaces; Conga examples often show %20, so normalize. | |
| String encodedFileName = EncodingUtil.urlEncode(fileName, 'UTF-8').replace('+', '%20'); | |
| // Base Conga params (template & queries) | |
| String baseParams = | |
| '&queryid=' + | |
| '[QuoteLineRenewal]0Q_026MAQ975123' + | |
| ',[RenewalLetter]0Q_030MAQ331123' + | |
| ',[StaticRenewal]0Q_174MAQ153123' + | |
| ',[SelectRenewal]0Q_175MAQ769123' + | |
| '&defaultPDF=1' + | |
| '&templateid=0T_071MAQ089123' + | |
| '&OFN=' + encodedFileName + | |
| '&EmailToId=' + renInvoice.Renewal_Quote__r.Contact__c) + | |
| '&CongaEmailTemplateId=0E_003EAU88123' + | |
| // IMPORTANT: Use ONLY APIMode OR DS7, not both. | |
| // APIMode=12 → run in background and send email. | |
| '&APIMode=12' + | |
| // Save a copy as Salesforce File (this still works without DS7) | |
| '&SC1=SalesforceFile&SC0=1'; | |
| String congaUrl = Label.Conga_Composer_URL + | |
| 'sessionId=' + sessionId + | |
| '&serverUrl=' + serverUrl + | |
| '&id=' + renInvoice.Id + | |
| baseParams; | |
| Http http = new Http(); | |
| HttpRequest req = new HttpRequest(); | |
| req.setEndpoint(congaUrl); | |
| req.setMethod('GET'); | |
| req.setTimeout(120000); | |
| req.setHeader('Authorization', 'Bearer ' + sessionId); | |
| HttpResponse res = http.send(req); | |
| System.debug('Conga response status: ' + res.getStatusCode() + ' - ' + res.getBody()); |
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