In this step-by-step guide, we’ll briefly see steps on how to add password or protection to PDF files in Salesforce Apex using PDF.co. In the beginning, we’ll go through all the basic steps on salesforce integration. Later we’ll also see the code and demo video. Let’s get started!

Step by step guide:

1. Create three remote site settings in the Salesforce Org like below.

Please note that the URL is “https://api.pdf.co”.


Please note that the URL is “https://pdf-temp-files.s3.amazonaws.com”.


Please note that the URL is “https://pdf-temp-files.s3.us-west-2.amazonaws.com”.

2. Create an apex class in Salesforce like below and paste the code there.
Once you login to the Salesforce org, you will see the screen like below and click on “Developer Console


Create an apex class. For this, click on “Files” then “New” then “Apex Class”.


Write the class name “ProtectPDFDocument” and click “Ok”. Now copy the ProtectPDFDocument code in this file.
Similarly, create a new file with the name “ProtectPDFDocumentTest” and copy the code.

3. In the ProtectPDFDocument file, please add the key by replacing the ‘******************************************’;.

Then please add the fileName which we imported in Salesforce and the Destination file name which you want as a pdf.

4. To Verify the code, please open the execute Anonymous window and call the method like below.


Then Click on “Execute”.

5. Now, Search Files from the “App Launcher


You will see your protected pdf file there.

Source Code Files:

ProtectPDFDocument.cls

public class ProtectPDFDocument {
    
    String API_KEY = '***************************';

    String fileName = 'sample'; // File name "sample.pdf" which is available in Files.
    string DestinationFile =  'result.pdf'; //This is the Desitantion File Name.

    // Passwords to protect PDF document
    // The owner password will be required for document modification.
    // The user password only allows to view and print the document.
    string OwnerPassword = '123456';
    string UserPassword = '654321';

    // Encryption algorithm. 
    // Valid values: 'RC4_40bit', 'RC4_128bit', 'AES_128bit', 'AES_256bit'.
    string EncryptionAlgorithm = 'AES_128bit';

    public void startProcessing()
    {
        ContentVersion cv = [select Title, VersionData from ContentVersion where Title = :fileName limit 1];
        Blob SourceFile  = cv.VersionData;
        
        try
        {
            //1. Prepare URL for "Get Presigned URL" API call
            string url = 'https://api.pdf.co/v1/file/upload/get-presigned-url?contenttype=application/octet-stream&name=:fileName'; 
            HttpRequest req = new HttpRequest();
            req.setHeader('x-api-key', API_KEY);
            req.setEndpoint(url);
            req.setMethod('GET');
            req.setTimeout(60000);
            Http http = new Http();
            HTTPResponse res = http.send(req);
            if(res.getStatusCode() == 200) 
            {
                System.Debug('res ' + res);
                Map<String, Object> deserializedBody =  (Map<String, Object>)JSON.deserializeUntyped(res.getBody());
                Boolean isError = Boolean.ValueOf(deserializedBody.get('error'));
                if(isError == false)
                {
                    // Get URL to use for the file upload
                    String uploadUrl = String.ValueOf(deserializedBody.get('presignedUrl'));
                    // Get URL of uploaded file to use with later API calls
                    String uploadedFileUrl = String.ValueOf(deserializedBody.get('url'));
                    // 2. UPLOAD THE FILE TO CLOUD.
                    if(uploadFile(API_KEY, uploadUrl, SourceFile))
                    {
                        // 3. Add Password to Uploaded file and download.
                        AddProtectionToInputPDF(API_KEY, DestinationFile, uploadedFileUrl, OwnerPassword, UserPassword, EncryptionAlgorithm);
                    }
                }
            }
            else
            {
                System.debug('Error Response ' + res.getBody());
                System.Debug(' Status ' + res.getStatus());
                System.Debug(' Status Code' + res.getStatusCode());
                System.Debug(' Response String' + res.toString());
            }
            
        }
        catch(Exception ex)
        {
            String errorBody = 'Message: ' + ex.getMessage() + ' -- Cause: ' + ex.getCause() + ' -- Stacktrace: ' + ex.getStackTraceString();
            System.Debug(errorBody);
        }
    }
    
    @TestVisible
    public static boolean uploadFile(String API_KEY, String url, Blob sourceFile)
    {
        HttpRequest req = new HttpRequest();
        req.setHeader('x-api-key', API_KEY);
        req.setHeader('Content-Type', 'application/octet-stream');
        req.setEndpoint(url);
        req.setMethod('PUT');
        req.setTimeout(60000);
        req.setBodyAsBlob(sourceFile);
        Http http = new Http();
        HTTPResponse res = http.send(req);
        if(res.getStatusCode() == 200) 
        {
            System.Debug(res);
            return true;
        }
        else
        {
            System.debug('Error Response ' + res.getBody());
            System.Debug(' Status ' + res.getStatus());
            System.Debug(' Status Code' + res.getStatusCode());
            System.Debug(' Response String' + res.toString());
            return false;
        }
    }
    
    public static void AddProtectionToInputPDF(String API_KEY, String DestinationFile, String uploadedFileUrl, String ownerPassword, String userPassword, String encryptionAlgorithm)
    {
        Map<string, object> parameters = new Map<string, object>();
        parameters.put('name', DestinationFile);
        parameters.put('url', uploadedFileUrl);
        parameters.put('ownerPassword', ownerPassword);
        parameters.put('userPassword', userPassword);
        parameters.put('encryptionAlgorithm', encryptionAlgorithm);

        string jsonPayload = Json.serialize(parameters);
        String url = 'https://api.pdf.co/v1/pdf/security/add';
        
        HttpRequest req = new HttpRequest();
        req.setHeader('x-api-key', API_KEY);
        req.setHeader('Content-Type', 'application/json');
        req.setEndpoint(url);
        req.setMethod('POST');
        req.setTimeout(60000);
        req.setBody(jsonPayload);
        Http http = new Http();
        HTTPResponse res = http.send(req);
        if(res.getStatusCode() == 200) 
        {
            System.Debug(res);
            Map<String, Object> deserializedBody =  (Map<String, Object>)JSON.deserializeUntyped(res.getBody());
            Boolean isError = Boolean.ValueOf(deserializedBody.get('error'));
            if(isError == false)
            {
                String resultFileUrl = String.ValueOf(deserializedBody.get('url'));
                downloadPDFAndStore(resultFileUrl, DestinationFile);
            }
        }
        else
        {
            System.debug('Error Response ' + res.getBody());
            System.Debug(' Status ' + res.getStatus());
            System.Debug(' Status Code' + res.getStatusCode());
            System.Debug(' Response String' + res.toString());
        }
    }
    
    @TestVisible
    private static void downloadPDFAndStore(String extFileUrl, String DestinationFile)
    {
        Http h = new Http(); 
        HttpRequest req = new HttpRequest(); 
        extFileUrl = extFileUrl.replace(' ', '%20'); 
        req.setEndpoint(extFileUrl); 
        req.setMethod('GET'); 
        req.setHeader('Content-Type', 'application/pdf');
        req.setCompressed(true); 
        req.setTimeout(60000); 
        //Now Send HTTP Request
        HttpResponse res  = h.send(req); 
        if(res.getStatusCode() == 200) 
        {
            blob fileContent = res.getBodyAsBlob();
            ContentVersion conVer = new ContentVersion();
            conVer.ContentLocation = 'S'; // to use S specify this document is in Salesforce, to use E for external files
            conVer.PathOnClient = DestinationFile + '.pdf'; // The files name, extension is very important here which will help the file in preview.
            conVer.Title = DestinationFile; // Display name of the files
            conVer.VersionData = fileContent;
            insert conVer;
            System.Debug('Success');
        }
        else
        {
            System.debug('Error Response ' + res.getBody());
            System.Debug(' Status ' + res.getStatus());
            System.Debug(' Status Code' + res.getStatusCode());
            System.Debug(' Response String' + res.toString());
        }
    }
}

ProtectPDFDocumentTest.cls

@isTest
private class ProtectPDFDocumentTest
{
    @TestSetup
    static void makeData(){
        ContentVersion conVer = new ContentVersion();
        conVer.ContentLocation = 'S'; // to use S specify this document is in Salesforce, to use E for external files
        conVer.PathOnClient = 'DestinationFile.pdf'; // The files name, extension is very important here which will help the file in preview.
        conVer.Title = 'Sample'; // Display name of the files
        conVer.VersionData = Blob.ValueOf('fileContent');
        insert conVer;
    }
    
    private  testmethod static void teststartProcessing()
    {
        Test.setMock(HttpCalloutMock.class, new ProtectPDFDocumentTest.ProtectPDFDocumentMock());
        ProtectPDFDocument dc = new ProtectPDFDocument();      
        Test.startTest();
        dc.startProcessing();
        Test.stopTest();
        List cv = [select Id from ContentVersion];
        System.assertEquals(2, cv.size());
    }
    
    
    private  testmethod static void testuploadFile()
    {
        Test.setMock(HttpCalloutMock.class, new ProtectPDFDocumentTest.ProtectPDFDocumentErrorMock());
        Test.startTest();
        Boolean result = ProtectPDFDocument.uploadFile('abc', 'https://www.google.com', Blob.ValueOf('fileContent'));
        Test.stopTest();
        System.assertEquals(false, result);
    }
    
    private  testmethod static void teststartProcessingError()
    {
        ProtectPdfDocument dc = new ProtectPdfDocument();      
        Test.startTest();
        dc.startProcessing();
        Test.stopTest();
        List cv = [select Id from ContentVersion];
        System.assertEquals(1, cv.size());
    }
    
    public class ProtectPDFDocumentMock implements HttpCalloutMock {
        public HTTPResponse respond(HTTPRequest req) {
            HttpResponse res = new HttpResponse();
            String testBody = '{"presignedUrl":"https://pdf-temp-files.s3-us-west-2.amazonaws.com/0c72bf56341142ba83c8f98b47f14d62/test.pdf?X-Amz-Expires=900&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAIZJDPLX6D7EHVCKA/20200302/us-west-2/s3/aws4_request&X-Amz-Date=20200302T143951Z&X-Amz-SignedHeaders=host&X-Amz-Signature=8650913644b6425ba8d52b78634698e5fc8970157d971a96f0279a64f4ba87fc","url":"https://pdf-temp-files.s3-us-west-2.amazonaws.com/0c72bf56341142ba83c8f98b47f14d62/test.pdf?X-Amz-Expires=3600&x-amz-security-token=FwoGZXIvYXdzEGgaDA9KaTOXRjkCdCqSTCKBAW9tReCLk1fVTZBH9exl9VIbP8Gfp1pE9hg6et94IBpNamOaBJ6%2B9Vsa5zxfiddlgA%2BxQ4tpd9gprFAxMzjN7UtjU%2B2gf%2FKbUKc2lfV18D2wXKd1FEhC6kkGJVL5UaoFONG%2Fw2jXfLxe3nCfquMEDo12XzcqIQtNFWXjKPWBkQEvmii4tfTyBTIot4Na%2BAUqkLshH0R7HVKlEBV8btqa0ctBjwzwpWkoU%2BF%2BCtnm8Lm4Eg%3D%3D&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIA4NRRSZPHEGHTOA4W/20200302/us-west-2/s3/aws4_request&X-Amz-Date=20200302T143951Z&X-Amz-SignedHeaders=host;x-amz-security-token&X-Amz-Signature=243419ac4a9a315eebc2db72df0817de6a261a684482bbc897f0e7bb5d202bb9","error":false,"status":200,"name":"test.pdf","remainingCredits":98145}';
            res.setHeader('Content-Type', 'application/json');
            res.setBody(testBody);
            res.setStatusCode(200);
            return res;
        }
    }
    
    public class ProtectPDFDocumentErrorMock implements HttpCalloutMock {
        public HTTPResponse respond(HTTPRequest req) {
            HttpResponse res = new HttpResponse();
            String testBody = '{"presignedUrl":"https://pdf-temp-files.s3-us-west-2.amazonaws.com/0c72bf56341142ba83c8f98b47f14d62/test.pdf?X-Amz-Expires=900&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=AKIAIZJDPLX6D7EHVCKA/20200302/us-west-2/s3/aws4_request&X-Amz-Date=20200302T143951Z&X-Amz-SignedHeaders=host&X-Amz-Signature=8650913644b6425ba8d52b78634698e5fc8970157d971a96f0279a64f4ba87fc","url":"https://pdf-temp-files.s3-us-west-2.amazonaws.com/0c72bf56341142ba83c8f98b47f14d62/test.pdf?X-Amz-Expires=3600&x-amz-security-token=FwoGZXIvYXdzEGgaDA9KaTOXRjkCdCqSTCKBAW9tReCLk1fVTZBH9exl9VIbP8Gfp1pE9hg6et94IBpNamOaBJ6%2B9Vsa5zxfiddlgA%2BxQ4tpd9gprFAxMzjN7UtjU%2B2gf%2FKbUKc2lfV18D2wXKd1FEhC6kkGJVL5UaoFONG%2Fw2jXfLxe3nCfquMEDo12XzcqIQtNFWXjKPWBkQEvmii4tfTyBTIot4Na%2BAUqkLshH0R7HVKlEBV8btqa0ctBjwzwpWkoU%2BF%2BCtnm8Lm4Eg%3D%3D&X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Credential=ASIA4NRRSZPHEGHTOA4W/20200302/us-west-2/s3/aws4_request&X-Amz-Date=20200302T143951Z&X-Amz-SignedHeaders=host;x-amz-security-token&X-Amz-Signature=243419ac4a9a315eebc2db72df0817de6a261a684482bbc897f0e7bb5d202bb9","error":false,"status":200,"name":"test.pdf","remainingCredits":98145}';
            res.setHeader('Content-Type', 'application/json');
            res.setBody(testBody);
            res.setStatusCode(201);
            return res;
        }
    }
}

Add Password/Protection to PDF – Demo Video

Related Samples: