Merge Document with Images and Videos
Building professional documents can be difficult. Editing in Microsoft Word is rarely intuitive, using Adobe to create fillable PDFs is time-consuming, and repeatedly typing legal jargon causes errors. So we make a document which will look professional by adding images and videos dynamically in salesforce.
How to Merge Document with Images and Videos
In standard salesforce, you can attach and only upload files up to 25MB in size one at a time. Hence we have used the “Satrang Drag, Drop and Upload Files to Amazon S3” app. This App provides you the facility to associate multiple files to a record in one go and without any size restriction.
Using this app allows you to upload your local files directly to Amazon S3 using drag and drop and provide the link of documents on Salesforce records. This app overcomes the salesforce attachment size limit of records by uploading files to Amazon S3.
Delete files from salesforce and they will be deleted from Amazon S3 as well. This app also supports the versioning of files; if files with the same name are uploaded, versioning will be done automatically.
As shown in the above screenshot, we can Upload files into Amazon S3 using Drag & Drop and add file links to salesforce. We can also secure our files by providing access types (Public or Private). Using links we can see our files which are stored on Amazon S3.
To create short and perfect URLs for your business, we have used “Bitly”. For URL shortening we integrate Salesforce with Bitly. We created Named Credential in Salesforce to store bitly credentials. Using Process builder and apex class we are making the http callout to the Bitly service to generate the short urls asynchronously.
As shown in the above screenshot, Link is the file link which is generated after the files get uploaded into Amazon S3 using Drag & Drop and Bitly converts that url into Short URL which looks good.
To merge the documents with images and videos, we have used “Webmerge” to emphasize your content with images and videos. The document builder makes it really easy to add images and videos to your documents dynamically by iterating over the records of images and videos.
Webmerge upload a fillable PDF or create your own document, inserting the fields where you want the data to go. Then take your data and merge it with your document. You can choose to receive the document via email or download it securely from the website.
Webmerge takes salesforce data and merges with documents you create. The merge document save as a PDF and email it directly to customer or anyone you would like.
As shown in the above screenshot, we are showing one image per page in the documents to give a better look to the document.
As shown in the above screenshot, we are providing files url in the document and on click of the URL files gets open in the browser.
In this way, we can merge the documents with images and videos dynamically by using the following app:
- Satrang Drag, Drop and Upload Files to Amazon S3 – To drag and drop the files into Amazon S3 and add links to salesforce.
- Bitly – To create short URLs for your business.
- Webmerge – To merge the documents with images and videos. And email it directly to customers or anyone you would like.