Question 1

How can I automatically fill in forms with Salesforce data?

Accepted Answer

Automating the process of sending forms (PDFs) to customers, prospects, or outside partners enhances efficiency and accuracy. Pre-populating data, such as customer names and addresses, reduces the risk of errors and eliminates the need for manual data entry, saving time and resources. This streamlined approach ensures that all forms are correctly filled out with consistent and accurate information, improving overall productivity.The Apryse WebViewer SDK takes this a step further by offering a seamless and robust integration with Salesforce. With Apryse's Web SDK, you can effortlessly generate, manipulate, and populate PDFs directly within Salesforce. This not only enhances the accuracy of your data but also ensures that your forms are professional and compliant with industry standards.

Question 2

Does Salesforce support complete redaction of sensitive information?

Accepted Answer

When dealing with sensitive information such as PII in a third-party application, only true redaction will do. To achieve true redaction, you need software that can remove the redacted content while leaving the rest of the document intact. Redaction is the process of obscuring or removing sensitive information from documents to prevent unauthorized access or disclosure. It involves selectively marking or deleting specific content, such as personal identification numbers, financial data, or confidential paragraphs while preserving the integrity and structure of the document.

Question 3

Can I edit DocX files in Salesforce?

Accepted Answer

A plugin can be used to edit DOCX files without having to switch back and forth between Microsoft Office and Salesforce. A DOCX Editor allows users to create, edit, and review DOCX files just as they would in Microsoft Word. When choosing a DOCX editor, ensure that the formatting and styling remain consistent when opened in any other word processor. Additionally, you want the ability to fine-tune text formatting by changing text alignment, line spacing, font sizes, and standardize headings for any paragraph or headline in your document. Apryse WebViewer SDK offers a DOCX Editor that integrates easily into Salesforce instance.

Question 4

Does Apryse WebViewer support large files in Salesforce?

Accepted Answer

For some customers, the maximum file size in Salesforce can be limiting. Apryse WebViewer supports external file storage up to 2 GB from providers such as AWS, GCP, Azure, Dropbox and others. Files in external storage sit outside your Salesforce org.

Question 5

Do I need a plugin to support digital signatures in Salesforce?

Accepted Answer

Integrating the digital signing process with Salesforce enables you to automate signature requests, enhance security, and track the progress of signers within your CRM. Without a native signing solutions, digital signatures require a plug in or custom development. Salesforce offers a few integrations with third party vendors for esignatures via CPQ. Alternatively, Apryse WebViewer SDK, on the other hand, offers a fast development path to customizable signature workflows within Salesforce.

Unlock Full Document Control Right Inside Salesforce

Streamline Document Processing in Salesforce

Reduce External SaaS Applications

Salesforce Data Security

PDF, Office, and Image Support in Salesforce

Salesforce Integration Use Cases

Case Management

Contract Management

Onboarding

Support Endless Use Cases in Salesforce

Client-side Viewing & Generation

True Redaction

Edit and Annotate

Digital Signatures

Automated form filling

Semantic Document Comparison

Apryse WebViewer + Salesforce FAQS

How can I automatically fill in forms with Salesforce data?

Does Salesforce support complete redaction of sensitive information?

Can I edit DocX files in Salesforce?

Does Apryse WebViewer support large files in Salesforce?

Do I need a plugin to support digital signatures in Salesforce?

RESOURCES

Learn more about the Apryse WebViewer and Salesforce Integration

Webinar: Apryse + Salesforce: Native document viewing, generating, collaborating and signing capabilities

Video: PDF and DocX viewing and editing in Salesforce

Video: PDF Redaction and GDPR with the PDF Association

Blog: Review and Approve Document Natively in Salesforce

How to Make FOIA Request and Redaction Workflows 100% Salesforce-Native

How to Review and Approve Documents Natively in a Salesforce App

Get more done without leaving Salesforce