Implementing a Multi-Case Print and Email Solution in Salesforce

Introduction

Efficient management and distribution of case information are critical in Salesforce. This post details a solution that enables users to select multiple cases from a list view, either to print them or send them via email, using Salesforce Visualforce pages, Aura components, and Lightning Web Components (LWC).

Problem Statement

The objective was to enable bulk actions on multiple cases, such as printing and emailing. The solution needed to generate PDFs for the cases and attach them to emails without the need to store these files as Salesforce attachments.

Solution Design and Implementation

1. List View Button Integration

A custom button is added to the list view. This button invokes the Visualforce page CasePrintVF, which initializes the solution.

2. Visualforce Page (CasePrintVF)

The Visualforce page serves as the entry point and sets up the Lightning Out environment to render the Aura component.

3. Aura Component (CasePrintComponent)

The Aura component receives the list of selected cases and uses the CaseForm LWC to format each case for display and PDF generation.

4. Lightning Web Component (CaseForm)

The CaseForm LWC displays the details of each case in an A4 layout.

5. Actions: Print and Send Email

• Print: The handlePrint method uses the browser's print functionality to allow the user to print the displayed cases.
• Send Email: The handleSendEmail method gathers the cases, generates PDFs on the server, and sends them as email attachments.

 

Backend Logic for PDF Generation and Email

A server-side Apex controller (CaseEmailController) handles PDF generation and emailing. The PDFs are generated on the fly and attached directly to the email.

 

Visualforce Page for PDF Rendering (CasePDFRenderer)

This page is used to render the HTML for each case and convert it into a PDF.

Conclusion

This optimized solution allows users to efficiently manage and distribute case information. By directly attaching the generated PDFs to the email, we simplify the workflow and avoid unnecessary storage of files in Salesforce. This approach ensures a seamless experience, enhances productivity, and can be easily adapted to other scenarios requiring bulk actions on Salesforce records.

This implementation highlights the integration of Visualforce, Aura components, and LWCs, showcasing the flexibility and power of Salesforce's development framework.