1 / 9

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

File ZIPO's Merge Files feature helps you to combine multiple files in a single PDF directly in your Salesforce org. Join our upcoming webinar to understand how you can leverage this. Register for Free- https://bit.ly/33oGh7G

filezipo
Download Presentation

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

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. JAN 25, 2022 LIVE WEBINAR Merge Salesforce Files and Attachments into a PDF Save Your Spot

  2. 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? WEBINAR SUMMARY TOPICS COVERED TODAY Save Your Spot

  3. 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.

  4. 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. Save Your Spot

  5. 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. Save Your Spot

  6. SAVE MERGED FILES USING MULTIPLE OPTIONS SAVE IN SALESFORCE RECORD DOWNLOAD ON DESKTOP SAVE IN EXTERNAL STORAGE ACCOUNT SEND VIA EMAIL Save Your Spot

  7. Our Social Sites TWITTER FACEBOOK LINKEDIN https://twitter.com/FileZipo https://www.facebook.com/FileZIP O/ https://www.linkedin.com/showca se/filezipo

  8. GET IN TOUCH MAILING ADDRESS support@tech9logy.com MOBILE +91 9953170767 PHONE NUMBER 0129 – 4032277

  9. Thank you!

More Related