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

FileZIPO - One solution for all files types

FileZIPO is a native force.com application designed for developers and admins to perform action on Files & Attachments. User can perform multiple operations like 

• ZIP Files - Zip multiple files in single or multiple folders (parent-child structure)
• Sync Files - Sync your Salesforce files & attachments with external cloud storage accounts, viz., OneDrive, Amazon S3, Google Drive, Dropbox & Box.com. Access them any time within your Salesforce org with File ZIPO’s real-time sync.
• Backup Files - Salesforce storage is limited & expensive. Backup your Salesforce files of any size or volume to an external cloud or on-premise storage hassle-free. 
• Archive Files - Sync all your legacy Salesforce files & attachments to external cloud storage to access & manage them at one place, hassle-free..
• Transfer files from Salesforce to External Platforms like DropBox, Box.com, Amazon S3, Google Drive. 
• Transfer files from External Platforms like DropBox, Box.com, Amazon S3, Google Drive to Salesforce.

This app is a shorter route to perform mass operations like ZIP, Sync, Backup, Archive, Transfer, Report on Files & Attachments. It will reduce manual effort & increase productivity for end users.

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.

Step 2. It will open screen like below Image

 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 Filter: User can use "Advance filter" by clicking on Filter Icon. Once clicked, it will open the popup like below image

 

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

For eg:   Filter By Object

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.

        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.

             2. Refer the blog for "Merge PDF file" for any reference or guidance

    3. 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.

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

For more details, refer official webpage of this application
https://www.filezipo.io

Below is the AppExchange URL for this application

https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3u00000OMscFEAT

How to upload / transfer multiple Files / Attachments from Salesforce to Google Drive?

 FileZIPO - One solution for all files types

FileZIPO is a native force.com application designed for developers and admins to perform action on Files & Attachments. User can perform multiple operations like 

• ZIP Files - Zip multiple files in single or multiple folders (parent-child structure)
• Sync Files - Sync your Salesforce files & attachments with external cloud storage accounts, viz., OneDrive, Amazon S3, Google Drive, Dropbox & Box.com. Access them any time within your Salesforce org with File ZIPO’s real-time sync.
• Backup Files - Salesforce storage is limited & expensive. Backup your Salesforce files of any size or volume to an external cloud or on-premise storage hassle-free. 
• Archive Files - Sync all your legacy Salesforce files & attachments to external cloud storage to access & manage them at one place, hassle-free..
• Transfer files from Salesforce to External Platforms like DropBox, Box.com, Amazon S3, Google Drive. 
• Transfer files from External Platforms like DropBox, Box.com, Amazon S3, Google Drive to Salesforce.

This app is a shorter route to perform mass operations like ZIP, Sync, Backup, Archive, Transfer, Report on Files & Attachments. It will reduce manual effort & increase productivity for end users.

Scenario: I need to transfer or upload some files from my Salesforce to my Google DriveAccount

Few Simple Steps to upload / transfer Files Attachments on Google Drive

Step 1. Open the FileZIPO application from App Launcher & Click on "Manage Files/Attchments" tab.

Step 2. It will open screen like below Image

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

1. Select single or multiple Files / Attachments.
2. Click on "Click Here to Download/Transfer" button. 
3. User can use multiple Filters like dropdown by Selecting "Files & Attachments" or "Only Files" or "Only Attachments", by Objects and by File / Attachments Name.
4. User can use "Advance filter" by clicking on Filter Icon. Once clicked, it will open the popup like below image:

 

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

For eg:   Filter By Object

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

1. User can select the field from the dropdown.
2. User can choose operator like "Equals to / Not Equals to".
3. Enter the value of the Selected field in the first point.
4. Click on "Apply Filter" button to  get filtered Files/Attachments.

Once "Apply Filter" button is clicked, user will get filtered files / Attachments like below image.  

 Step 3. Once files/attachments are filtered, Click on "Click Here to Download/Transfer" button.

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

             1. Choose the option as "Save on Google-Drive".

             2. Select Google-Drive Account from the DropDown.

    3. User can select existing folder to save file on Dropbox by Clicking Select Exsiting Folder Button.

    4. User can Enter New Folder name to save file in new folder on Google-Drive.

             5.  Click on "Save Files" Button to save files on Google-Drive.

Step 4. After click on "Save Files" Button, screen look like below image.

 

Step 5. After completing the proccessing, go to your Google-Drive account to check your uploaded files, like below image.

For more details, refer official webpage of this application
https://www.filezipo.io

Below is the AppExchange URL for this application

https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3u00000OMscFEAT

How to upload / transfer multiple Files / Attachments from Salesforce to Box.com?

 FileZIPO - One solution for all files types

FileZIPO is a native force.com application designed for developers and admins to perform action on Files & Attachments. User can perform multiple operations like 

• ZIP Files - Zip multiple files in single or multiple folders (parent-child structure)
• Sync Files - Sync your Salesforce files & attachments with external cloud storage accounts, viz., OneDrive, Amazon S3, Google Drive, Dropbox & Box.com. Access them any time within your Salesforce org with File ZIPO’s real-time sync.
• Backup Files - Salesforce storage is limited & expensive. Backup your Salesforce files of any size or volume to an external cloud or on-premise storage hassle-free. 
• Archive Files - Sync all your legacy Salesforce files & attachments to external cloud storage to access & manage them at one place, hassle-free..
• Transfer files from Salesforce to External Platforms like DropBox, Box.com, Amazon S3, Google Drive. 
• Transfer files from External Platforms like DropBox, Box.com, Amazon S3, Google Drive to Salesforce.

This app is a shorter route to perform mass operations like ZIP, Sync, Backup, Archive, Transfer, Report on Files & Attachments. It will reduce manual effort & increase productivity for end users.

Scenario: I need to transfer or upload some files from my Salesforce to my Box.com Account

Few Simple Steps to upload/transfer files from Salesforce to Box.com:

Step 1. Open the FileZIPO application from App Launcher & Click on "Manage Files / Attachments" tab.

Step 2. It will open screen like below Image

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

1. Select single or multiple Files / Attachments.
2. Click on "Click Here to Download/Transfer" button. 
3. User can use multiple Filters like dropdown by Selecting "Files & Attachments" or "Only Files" or "Only Attachments", by Objects and by File / Attachments Name.
4. User can use "Advance filter" by clicking on Filter Icon. Once clicked, it will open the popup like below image:

 

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

For eg:   Filter By Object

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

1. User can select the field from the dropdown.
2. User can choose operator like "Equals to / Not Equals to".
3. Enter the value of the Selected field in the first point.
4. Click on "Apply Filter" button to  get filtered Files/Attachments.

Once "Apply Filter" button is clicked, user will get filtered files / Attachments like below image. 

 

Once files/attachments are filtered, Click on "Click Here to Download/Transfer" button. 

Step 3. Once "Click Here to Download/Transfer" button is clicked, it will show a popup like below image:

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

             1. Choose the option as "Save on Box.Com".

             2. Select Box.Com Account from the Dropdown.

    3. User can select existing folder to save file on Box.com by Clicking Select Exsiting Folder Button.

    4. User can Enter New Folder name to save file in new folder on Box.com.

             5. User can Overwrite Existing Files by clicking the checkbox.

    6. Click on "Save Files" Button to save files on Box.com.

Step 4. After click on "Save Files" Button, screen look like below image.

 

Step 5. After completing the proccessing , go to your Box.com account to check your uploaded files like below image.

For more details, refer official webpage of this application
https://www.filezipo.io

Below is the AppExchange URL for this application

https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3u00000OMscFEAT

How to upload / transfer multiple Files / Attachments from Salesforce to Dropbox?

FileZIPO - One solution for all files types

FileZIPO is a native force.com application designed for developers and admins to perform action on Files & Attachments. User can perform multiple operations like 

• ZIP Files - Zip multiple files in single or multiple folders (parent-child structure)
• Sync Files - Sync your Salesforce files & attachments with external cloud storage accounts, viz., OneDrive, Amazon S3, Google Drive, Dropbox & Box.com. Access them any time within your Salesforce org with File ZIPO’s real-time sync.
• Backup Files - Salesforce storage is limited & expensive. Backup your Salesforce files of any size or volume to an external cloud or on-premise storage hassle-free. 
• Archive Files - Sync all your legacy Salesforce files & attachments to external cloud storage to access & manage them at one place, hassle-free.
• Transfer files from Salesforce to External Platforms like DropBox, Box.com, Amazon S3, Google Drive. 
• Transfer files from External Platforms like DropBox, Box.com, Amazon S3, Google Drive to Salesforce.

This app is a shorter route to perform mass operations like ZIP, Sync, Backup, Archive, Transfer, Report on Files & Attachments. It will reduce manual effort & increase productivity for end users.

Scenario: I need to transfer or upload some files from my Salesforce to my Dropbox Account

Few Simple Steps to upload/transfer files from Salesforce to Dropbox:

Step 1. Open the FileZIPO application from App Launcher & Click on "Manage Files / Attachments" tab.

Step 2. It will open screen like below Image

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

1. Select single or multiple Files / Attachments.
2. Click on "Click Here to Download/Transfer" button. 
3. User can use multiple Filters like dropdown by Selecting "Files & Attachments" or "Only Files" or "Only Attachments", by Objects and by File / Attachments Name.
4. User can use "Advance filter" by clicking on Filter Icon. Once clicked, it will open the popup like below image:

 

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

For eg:   Filter By Object

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

1. User can select the field from the dropdown.
2. User can choose operator like "Equals to / Not Equals to".
3. Enter the value of the Selected field in the first point.
4. Click on "Apply Filter" button to get filtered Files/Attachments.

Once "Apply Filter" button is clicked, user will get filtered files / Attachments like below image.  

 

 Step 3. Once files/attachments are filtered, Click on "Click Here to Download/Transfer" button.

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

    1. Choose the option as "Save on Dropbox".

             2. Select Dropbox Account from the DropDown.

    3. User can select existing folder to save file on Dropbox by Clicking Select Exsiting Folder Button.

    4. User can Enter New Folder name to save file in new folder on Dropbox.

             5. User can Overwrite Existing Files by clicking the checkbox.

             6. Click on "Save Files" button to save files on Dropbox.

Step 4. After click on "Save Files" Button, the screen look like below image.

 

Step 5. After completing the proccessing , go to your Dropbox account to check your uploaded files, like below image.

For more details, refer official webpage of this application
https://www.filezipo.io

Below is the AppExchange URL for this application

https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3u00000OMscFEAT

 

How to Upload/Transfer multiple Files / Attachments from Amazon S3 to Salesforce?

 File ZIPO is a native force.com application designed for developers and admins to perform action on Files & Attachments. User can perform multiple operations like 

• ZIP Files - Zip multiple files in single or multiple folders (parent-child structure)
• Sync Files - Sync your Salesforce files & attachments with external cloud storage accounts, viz., OneDrive, Amazon S3, Google Drive, Dropbox & Box.com. Access them any time within your Salesforce org with File ZIPO’s real-time sync.
• Backup Files - Salesforce storage is limited & expensive. Backup your Salesforce files of any size or volume to an external cloud or on-premise storage hassle-free. 
• Archive Files - Sync all your legacy Salesforce files & attachments to external cloud storage to access & manage them at one place, hassle-free..
• Transfer files from Salesforce to External Platforms like DropBox, Box.com, Amazon S3, Google Drive. 
• Transfer files from External Platforms like DropBox, Box.com, Amazon S3, Google Drive to Salesforce.

This app is a shorter route to perform mass operations like ZIP, Sync, Backup, Archive, Transfer, Report on Files & Attachments. It will reduce manual effort & increase productivity for end users.

Few Simple Steps to upload/transfer files from Amazon S3 to Salesforce:

As Files or Attachments of Amazon S3 can be linked to particular record in Salesforce, so we need to add the FileZIPO component on the Detail page of the record as the first step and then transfer files from Amazon S3 to Salesforce. 

Note: You can skip step 1-6 if the FileZIPO component is already added on your record detail page.

Scenario: I need to transfer or upload some files from my Amazon S3 to my Account record.

Step 1. Go to App Launcher like below image.

Step 2. Search any Standard or Custom object and click on the searched object. (Account object in this example)

Step 3. Go to object record page by clicking on any record

Step 4. Go To Gear Icon on the top right corner and click on "Edit Page".

Step 5.  Once "Edit Page" is clicked, it will open the App Builder page.

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

             1. Click on Tab section.

             2. Click on "Add Tab" button.

             3. Choose Tab label as "Custom" and enter name in "Custom label" as "File ZIPO"

             4. Click on "Done" Button to add tab.

Step 6. After adding tab, select the below component & drag the component to the newly added tab like below image.

Name of Component: FileZIPO_ManageExternalFiles

Click on Save and then Activate Button to add tab on detail page. 

Step 7. Click on "Click Here to Add Files" button

Step 8. Once "Click Here to Add Files" button is clicked, it will display the popup as shown in below image

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

1. Choose the option as "Upload From Amazon S3". 
2. Select Amazon S3 account from dropdown
3. Enter your bucket name from Amazon S3 Account
4. Click on Select Existing File button to upload File/Attachment from Amazon S3 to salesforce 

Once "Select Existing File" button is clicked, it will open a popup screen like below image.

       

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

             1. Select the existing folder.

             2. User can easily "Drag & Drop" files to "Selected Files" section, like below image.

Step 9. Once the files from Amazon S3 is selected, Click on "Continue" button from above image and screen looks like below image. The Selected files (from Amazon S3) are shown below:

Click on "Save Files" Button and you are done. Go to record's related tab and check the uploaded files like below image.

For more details, refer official webpage of this application
https://www.filezipo.io

Below is the AppExchange URL for this application

https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3u00000OMscFEAT