How to Merge multiple Files / Attachments in Single PDF in Salesforce?

Merge multiple PDF in salesforce

Scenario: I need to merge multiples files/attachments to generate a Single PDF document

Few Simple Steps to Merge Files in Salesforce using File ZIPO:

Step 1. Open the FileZIPO application from App Launcher & Click on “Merge Files” tab.

FileZIPO Merge PDF

Step 2. It will open screen like below Image

Select single or multiple Files Attachments in merge pdf

Above image has some features (each number has its description as below):

  1. Select single or multiple Files / Attachments.
  2. User can use multiple basic Filters like dropdown by Selecting “Files & Attachments” or “Only Files” or “Only Attachments”, by Objects and by File / Attachments Name.
  3. User can use “Advance filter” by clicking on Filter Icon
  4. Once files/attachments are selected, click on this button to “Merge Files”
  5. User can use this filter to change the number of rows on the page.

How to use Advance FilterUser can use “Advance filter” by clicking on Filter Icon. Once clicked, it will open the popup like below image

How to use Advance Filter

User can use multiple type of filters like “Filter By Object“, “Filter by User“, “Filter by Keywords“.

For eg:   Filter By Object

Filter By Object in merge pdf

Above image has some features (each number has its description as below):

  • User can select the field from the dropdown.
  • User can choose operator like “Equals to / Not Equals to“.
  • Enter the value of the Selected field in the first point.
  • Click on “Apply Filter” button to  get filtered Files/Attachments.
  • Once “Apply Filter” button is clicked, user will get filtered files / Attachments.

Step 3. Once files/attachments are filtered, Click on “Click here to Merge Files” button.

Click here to Merge Files button

It will open below screen with popup:

It will open below screen with popup

Above image has some features (each number has its description as below):

  1. Enter all the required fields like
  • Name: Name of person who is raising this request
  • File name: Name of the merge file
  • Email: Merge PDF is sent on the email. User needs to enter the email on which they want to receive this PDF
  • CC Address: It’s always belong to email address of Logged-In-User.
  1. Refer the blog for “Merge PDF file” for any reference or guidance
  2. Click on “Merge Files” button to initiate the process to merge files.

Step 4. Once the “Merge Files” button is clicked, it will show a status for this request with green message.

status for this request with green message

Step 5. Once email is received, user can click on the link to download the merge file.

click on the link to download the merge file

************************************************************************************************************

Have you started using FileZIPO yet? Get this revolutionary application and make your Salesforce file storage effortless and pocket-friendly. Click here to install the latest version of FileZIPO application in your Salesforce instance & explore its complete benefits for you.

For any queries or suggestions, you can contact us at https://filezipo.io/#contact or mail us: support@tech9logy.com. Our File ZIPO Expert will help you get the best out of it.

We appreciate your valuable inputs.

This tool is available on Appexchange and Click on below betton to install the
latest version of BOFC

or learn more

Our other Salesforce Product

Connect With Us

    Webinar