I am having an issue with the following scenario:
In Salesforce, a user can create an Invoice Record. Attached to that Invoice record are Line Items. There can be one line item or multiple. We want to generate an excel document where each row represents for of the line items and then attach the generated doc to the invoice.
I am able to get one line item to show and the doc to attach to the files section. How do I pull each line item and populate on the excel sheet?
Thank you.