Merge Salesforce Files & Attachments
into a PDF File
In Salesforce, you often need to merge multiple files and attachments into a single PDF. But, there is no option to convert or combine your files within your org.
As per the Salesforce standard process, you can only download files and attachments one-by-one from your org to desktop, and then manually merge and/or convert them into a PDF. This process takes a lot of time, especially in the case of multiple Salesforce files.
To provide a solution for this, we’ve added the “Merge Files” feature to File ZIPO.
Now, you can merge these Salesforce (PDF & Word) files into a single PDF file which you can download on desktop. It saves your time, manual work & increases your productivity by many folds.
Benefits of Using File ZIPO
to Merge Salesforce Files
Easy File Management
If you have to deal with a lot of files everyday day, it is ideal to Merge Salesforce Files & Attachments into a single PDF for efficient file management. With this, you don’t need to go through the hassle of managing so many individual files and saving them separately in your org.
Merge any File Size/ Volume
You can merge files & Attachments (PDF & Word format) of any size or volume in a single PDF File within a few clicks with the help of File ZIPO. When you merge these files, an email notification will be sent to you, and you can simply download the converted file via a link to your desktop.
Saves Time
As per the Salesforce standard process, you need to download each PDF or word file one-by-one on your desktop. This process is very tedious. Using File ZIPO, you can merge Salesforce files into a single PDF and download them once, saving your time & effort.
Compatibility with all Operating Systems
Sometimes, word documents are not compatible with all operating systems. In this case, some users may not be able to access them. Using File ZIPO, you can merge these word files
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Frequently Asked Questions
Yes, File ZIPO can merge Salesforce files & attachments in bulk. Users can merge files of multiple parent records together in single go or they can merge files of individual records, depending upon the business requirements.
Yes! File ZIPO is a secure Salesforce native application to merge files & attachments in your Salesforce org.
File ZIPO can merge files of Word & PDF formats in a single PDF file.
Yes, you can share the merged files via email easily. As soon as you complete the process, you will get the downloadable link of the merged file in your inbox. In addition to the email, user can:
- Download the merged file on the desktop.
- Save the merged file in Salesforce.
- Save the merged file on External Platforms like “Google Drive”.
No, File ZIPO doesn’t store or keep a record of your merged files & attachments on its server.
No, there is no such limit. File ZIPO can merge files of any size/volume (Word & PDF format) in a single PDF file.
Refer the blog for Individual merge- http://www.filezipo.io/how-to-merge-multiple-files-attachments-of-an-individual-record-in-single-pdf/
