Live Webinar – Merge Salesforce Files and Attachments into a PDF File

JAN 25, 2022

LIVE WEBINAR Merge Salesforce Files and Attachments into a PDF

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WEBINAR SUMMARY TOPICS COVERED TODAY

File ZIPO Introduction Merge Feature Brief Why use File ZIPO to merge files?

How to merge files in bulk?

How to merge files at individual record level?

How to save merged files using multiple options?

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FILE ZIPO INTRODUCTION File ZIPO is a secure and cost-effective Salesforce storage solution. It’s a Salesforce native app that helps you to integrate Salesforce org with external cloud storage platforms, such as OneDrive, Amazon S3, Google Drive, Dropbox, and Box.com. Using File ZIPO, you can perform different operations on Salesforce files & attachments like Sync files, Zip files, Backup files, Archive files, and Merge files.

FILE ZIPO | MERGE FILES MERGE MULTIPLE FILES 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. To provide a solution for this, we’ve added the “Merge Files” feature to File ZIPO.

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BENEFITS OF USING FILE ZIPO TO MERGE FILES

EASY FILE MANAGEMENT If you have to deal with a lot of files everyday day, it is ideal to Merge Salesforce Files & Attachmentserge them into a single PDF for efficient file management.

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.

SAVES TIME Using File ZIPO, you can merge Salesforce files into a single PDF and download them once, saving your time & effort.

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SAVE MERGED FILES USING MULTIPLE OPTIONS SAVE IN SALESFORCE RECORD

DOWNLOAD ON DESKTOP

SAVE IN EXTERNAL STORAGE ACCOUNT

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