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Generate quote PDF & invoice PDF not working in Salesforce

Problem Statement

This article helps you understand generate quote pdf & invoice pdf not working in salesforce.

Solution

Scope :

Generate Quote PDF not working in Salesforce.

Generate invoice PDF not working in Salesforce.

Summary:

Once the quote is created and the PDF is created through Chargebee actions, the PDF is not generated in the notes and attachments section in Salesforce. The Invoice PDF is also not getting generated using Chargebee action - "Invoice PDF".

Solution:

For the quotes to be generated and the invoice PDF to be downloaded in Salesforce we have a remote site setting in Salesforce which is necessary as it allows the Chargebee S3 File access in Salesforce.

image

If the issue mentioned above occurs, make sure to check the below.

Click on the Quick Find box in Salesforce>> Search Remote site Settings>> check if the CB_S3fileaccess is present(the one shown in screenshot)

Create a new Remote site setting entry and give the details as shown in the screenshot above. The Remote site URL can be picked up from the error messages highlighted below.

image

After the remote site setting is added, they can generate the quote PDF again and confirm.

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