Can anyone confirm if this is how Conga Composer generates a PDF from a report:
- Select a standard Salesforce report
- Use an external server to get the report data possibly via csv using https://instance.salesforce.com/00Ox0000000xxxx?export=1&enc=UTF-8&xf=csv
- Generate the PDF in the external server using the csv
- Also use the external server to send scheduled reports in pdf form
Related question: Can report data be accessed programatically?
Attribution to: Joey Chan
Possible Suggestion/Solution #1
When clicking a Conga button, you're essentially interacting with Conga, not Salesforce. You pass it your SessionID so it can log into your instance of Salesforce, then Conga retrieves the data from your reports or Conga Queries. Conga then composes a doc/pdf/spreadsheet on it's own server as per your settings and provides it back to you with accompanying actions.
Attribution to: Nick Cook
Possible Suggestion/Solution #2
Just for reference DrawLoop is similar to Conga and can use reports to pull data into the PDF but can also interface directly with the Salesforce objects as well so you don't get the limitations you can get using Conga.
Attribution to: Francis
This content is remixed from stackoverflow or stackexchange. Please visit https://salesforce.stackexchange.com/questions/1329