5 Ways To Get Salesforce Printable View

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Salesforce has become an essential tool for businesses to manage their customer relationships, sales, and marketing efforts. One of the most useful features of Salesforce is its ability to provide a printable view of various records and reports. In this article, we will explore five ways to get a Salesforce printable view.

What is a Printable View in Salesforce?

A printable view in Salesforce allows users to generate a physical copy of a record or report, making it easier to share information with others or keep a hard copy for reference. This feature is particularly useful for sales teams, customer service representatives, and marketing professionals who need to access and share data on a regular basis.

Method 1: Using the Print Button

One of the simplest ways to get a printable view in Salesforce is by using the print button. This button is available on most record pages, including accounts, contacts, opportunities, and cases.

Steps to Use the Print Button:

1. Navigate to the record page you want to print.
2. Click on the print button, usually located in the top right corner of the page.
3. Select the print layout and options you want to use.
4. Click on the "Print" button to generate the printable view.

Method 2: Using Custom Buttons

Another way to get a printable view in Salesforce is by creating a custom button. This method allows you to create a button that generates a printable view of a specific record or report.

Steps to Create a Custom Button:

1. Navigate to the object manager and select the object you want to create a custom button for.
2. Click on the "Buttons, Links, and Actions" tab.
3. Click on the "New Button or Link" button.
4. Select the "Printable View" option.
5. Configure the button settings and click "Save".

Method 3: Using Apex Code

For more advanced users, you can use Apex code to generate a printable view in Salesforce. This method allows you to create a custom printable view using Apex code.

Steps to Use Apex Code:

1. Create a new Apex class.
2. Use the "PrintableView" class to generate a printable view.
3. Configure the printable view settings and click "Save".

Method 4: Using Salesforce Reports

Salesforce reports provide another way to get a printable view of your data. You can create a report and then print it out or save it as a PDF.

Steps to Use Salesforce Reports:

1. Navigate to the reports tab.
2. Click on the "New Report" button.
3. Select the report type and configure the report settings.
4. Click on the "Run Report" button.
5. Click on the "Print" button to generate the printable view.

Method 5: Using Third-Party Apps

Finally, you can use third-party apps to get a printable view in Salesforce. There are many apps available on the AppExchange that provide printable view functionality.

Steps to Use Third-Party Apps:

1. Navigate to the AppExchange.
2. Search for "printable view" or "printable report".
3. Select an app that meets your requirements.
4. Install and configure the app.
5. Use the app to generate a printable view.

We hope this article has provided you with five useful ways to get a printable view in Salesforce. Whether you use the print button, custom buttons, Apex code, Salesforce reports, or third-party apps, you can easily generate a printable view of your data. Try out these methods today and see which one works best for you!

Don't forget to share your experiences and tips with us in the comments below!

Take Action:

• Try out one of the methods mentioned above to get a printable view in Salesforce.
• Share your experiences and tips with us in the comments below.
• Explore other Salesforce features and functionalities to improve your productivity and efficiency.