Salesforce meetup | Custom document generation

ACCENTURE
TECHNOLOGY
MEETUP
GENERATE CUSTOM
DOCUMENTS IN
SALESFORCE
Adam Francz
adam.francz@accenture.com
Salesforce Developer

ADAM FRANCZ
• Identity and Access Management
Designer
• Integration Architecture Designer
• Platform Developer
• Development Lifecycle and
Deployment Designer
• System Architect
• Data Architecture and
Management Designer

Dynamic data export with PDF
• Record pages
• Reports
• Access from Apex/Lightning components
Spreadsheets
• CSV
• XLS
Packing files
• Scalability
• Generate ZIP files
AGENDA
Copyright © 2020 Accenture. All rights reserved. 3

DYNAMIC DATA EXPORT
WITH PDF
RECORD PAGES
<apex:page standardController="Account" renderAs="pdf">
<apex:stylesheet value="{!$Resource.ReportFormatCss}"/>
<apex:outputPanel layout="block" style="font-size:30px;font-weight:bold;margin-top:20px">
<apex:outputText value="{!Account.Name}"/>
</apex:outputPanel>
<apex:detail subject="{!Account.Id}" relatedList="true" title="true"/>
</apex:page>

DYNAMIC DATA EXPORT
WITH PDF
RECORD PAGES
a { color: black; }
td, th, h1, h2, h3, h4, h5, h6 { font-family: Arial, Helvetica, sans-serif; }
h2, h3 { font-size: 11px; margin-bottom: 0px; margin-left: 0px; }
table { table-layout: auto; border-collapse: collapse; width: 100%; }
table.list { width: 80%; }
td, th { padding: 3px; background-color: #cce6ff; font-size: 12px; border-top: 1px solid black; border-bottom:
1px solid black; border-collapse: collapse; }
td.labelCol { font-weight: bold; }
td.pbTitle, td.pbButton, td.pbHelp { background: none; border: none; }
.listRelatedObject { margin-top: 10px; }
bRelatedList.first { margin-top: 15px; }
/*remove RL actions (edit, del)*/
td.actionColumn, th.actionColumn { display: none; }
/*remove buttons*/
div.pbBottomButtons { display: none; }
/* remove back to top and fewer/more */
div.fewerMore { display: none; }

DYNAMIC DATA EXPORT
WITH PDF
REPORTS
<apex:page Controller="ReportToPDF" renderAs="pdf">
<apex:stylesheet value="{!$Resource.ReportFormat}"/>
<apex:stylesheet value="{!$Resource.ReportPagesize}"/>
<table border="0" >
<tr>
<apex:repeat var="title" value="{!Headers}">
<th>{!title}</th>
</apex:repeat>
</tr>

DYNAMIC DATA EXPORT
WITH PDF
REPORTS
<apex:repeat var="wrapper" value="{!Data}">
<apex:repeat var="row" value="{!wrapper}">
<tr>
<apex:repeat var="val" value="{!row.datacells}">
<td>{!val.label}</td>
</apex:repeat>
</tr>
</apex:repeat>
</apex:repeat>
</table>
</apex:page>

DYNAMIC DATA EXPORT
WITH PDF
REPORTS
@page { size: 23in 16in;}

DYNAMIC DATA EXPORT
WITH PDF
REPORTS
String reportName = ApexPages.currentPage().getParameters().get('report’);
Id reportId = [Select Id From Report Where DeveloperName = :reportName Limit 1].Id;
Reports.reportResults results = Reports.ReportManager.runReport(reportId, true);
Reports.ReportFactWithDetails facts = (Reports.ReportFactWithDetails) results.getFactMap().get('T!T');
List<Reports.ReportDetailRow> dataList = facts.getRows();
headers = new List<String>();
Reports.ReportExtendedMetadata rmd = results.getReportExtendedMetadata();
for(Reports.DetailColumn r : rmd.getDetailColumnInfo().values()){
headers.add(r.getLabel());
}

DYNAMIC DATA EXPORT
WITH PDF
REPORTS
List<List<Reports.ReportDetailRow>> lstWrapper = new List<List<Reports.ReportDetailRow>>();
List<Reports.ReportDetailRow> lstTemp;
for(Integer i = 0 ; i < (dataList.size() / 1000)+1 ; i++){
lstTemp = new List<Reports.ReportDetailRow>();
for(Integer j=(i*1000);(j<(i*1000)+1000) && j<dataList.size() ;j++){
lstTemp.add(dataList.get(j));
}
lstWrapper.add(lstTemp);
}
data = lstWrapper;

DYNAMIC DATA EXPORT WITH PDF
ACCESS FROM APEX/LIGHTNING
COMPONENTS
@AuraEnabled
public static String fileToBlob(String vfPageRef){
try {
PageReference pdfPage = new PageReference('/apex/' + vfPageRef);
Blob pdfContent = pdfPage.getContent();
String s = EncodingUtil.base64Encode(pdfContent);
return s;
}
catch (Exception e) {
return null;
}
}

DYNAMIC DATA EXPORT WITH PDF
ACCESS FROM APEX/LIGHTNING
COMPONENTS
var hiddenElement = document.createElement('a');
hiddenElement.href = 'data:application/pdf;base64,' + content;
hiddenElement.target = '_self';
hiddenElement.download = filename + '.pdf';
document.body.appendChild(hiddenElement);
hiddenElement.click();

SPREADSHEETS
CSV
• Can’t specify encoding
• Difficult to import correctly
• Not user-friendly
• Missing formatting

SPREADSHEETS
XLS (XML)
<html xmlns:x="urn:schemas-microsoft-com:office:excel">
<head>
<meta http-equiv="content-type" content="text/plain; charset=UTF-8"/>
<xml>
<x:ExcelWorkbook>
<x:ExcelWorksheets>
<x:ExcelWorksheet>
<x:Name>ExportData</x:Name>
<x:WorksheetOptions>
<x:DisplayGridlines/>
</x:WorksheetOptions>
</x:ExcelWorksheet>
</x:ExcelWorksheets>
</x:ExcelWorkbook>
</xml>
</head>
<body>
<table>
************
</table>
</body>
</html>

<tr>
<td style="vnd.ms-excel.numberformat:@">42</td>
<td>Some text</td>
</tr>
SPREADSHEETS
XLS (XML)

PACKING FILES
SCALABILITY
• Mind the Governor Limits
• Query the files one by one
• Create the package on the frontend (Aura,
LWC)
• Add a shiny progress bar to the UI ;)

PACKING FILES
ZIP
1. Download JSZip (https://stuk.github.io/jszip/)
2. Upload jszip.min.js to Static Resources
3. Import to your Lightning component
4. Compose your Zip
5. Download

PACKING FILES
ZIP
var zip = new JSZip();
zip.file('accounts.xls', btoa(final), {base64: true});
var pdf = zip.folder("pdf");
pdf.file('page.pdf', result.pdf1, {base64: true});
pdf.file('report.pdf', result.pdf2, {base64: true});
zip.generateAsync({type:"base64"})
.then(function(content) {
var hiddenElement = document.createElement('a');
hiddenElement.href = 'data:application/zip;base64,' + content;
hiddenElement.target = '_self';
hiddenElement.download = filename + '.zip';
document.body.appendChild(hiddenElement);
hiddenElement.click();
})

Salesforce meetup | Custom document generation

More Related Content

What's hot

More from Accenture Hungary

Recently uploaded

Salesforce meetup | Custom document generation