How to Integrate Salesforce and PDF.co?

About Salesforce

Salesforce.com, Inc. is an American cloud-based software company headquartered in San Francisco, California. It provides customer relationship management service and also sells a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development.

Read more about Salesforce at https://salesforce.com

What is PDF.co?

PDF.co is the secure and scalable data extraction API service with a full set of PDF tools included.

Benefits:

  • Automate PDF generation and PDF manipulation using high-quality PDF tools.
  • Decrease data entry costs using AI-powered unstructured data extraction from PDF and scanned documents, invoices, reports, receipts, agreements;
  • Read from complex documents using customizable Document Parser. Supports automatic reading from tables, PDF forms, mixed content documents;
  • Save time on preparing documents with PDF filler functionality that can add text, images, fields to PDF forms and PDF documents;
  • Leverage power of a built-in full set of PDF tools: split PDF, merge PDF, delete pages, advanced HTML to PDF generation;
  • Detailed API logs for Enterprise users with audit logs requirements;
  • On-premise and offline versions are available for Enterprise users;

Security

  • All documents and files processed by PDF.co are encrypted at rest using AES 256-bit encryption;
  • PDF.co relies on TLS and SSL to transmit data and files (the same security protocols that are used by banks)
  • Runs on award-winning secure certified Amazon AWS infrastructure: https://pdf.co/security

Salesforce and PDF.co integration

To start, please use the button below:

SalesForce+PDF.co at Zapier

Setup Salesforce+PDF.co direct integration

Tutorials

Salesforce Integration Videos