I know I asked for 3 things in this project, but I actually figured out the first 2 and need help with the last item: Email Enrollment Agreement.
Attached, you will see an jpg that illustrates what I need. I need to email the PDF attachment to the Person Account's email when a new opportunity is created with type = 'Banking'. The email should be using a preexisting template with email template name = 'Bank Enrollment Email'
I need the class, trigger, and unit test for this.
I will need ongoing help as I see this to be a project of many more to come. This would be a good test to see if we can work well together
I hope you accept my offer and we continue to build a relationship
Thank you for you consideration and interest