function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion
Diane RoyerDiane Royer 

Convert Salesforce Attachments to PDF

Is there a way to convert all Word Doc Salesforce Attachments to PDF files instead of DOC?  We are looking at Document Generation software, but it only securely generates Word files.  We would like to attach Word documents to Salesforce Records and then have some sort of code or process that would take that attachment and convert it to PDF.  Is that possible?
VinayVinay (Salesforce Developers) 
Hi Diane,

Check below example to save attachment as PDF using Apex.

https://www.w3web.net/save-pdf-as-a-attachement-in-salesforce/

Also you can check on appexchange if there are any tools that matches your requirement.

https://appexchange.salesforce.com/

Please mark as Best Answer if above information was helpful.

Thanks,
Tech New visionTech New vision
To convert Salesforce Attachments to PDF, you can follow these steps:
  • Open the record containing the attachment you want to convert to PDF.
  • Navigate to the "Notes & Attachments" section of the record and click on the attachment you want to convert.
  • Once the attachment is open, click on the "Download" button to download it to your local machine.
  • After the attachment is downloaded, use a file conversions tool, such as Adobe Acrobat or an online conversion service, to convert the file to PDF.
  • Once the file is converted, you can upload the PDF back to Salesforce by clicking the "Notes & Attachments" section and using the "Upload" button to attach the newly created PDF.
Note: The process of converting attachments to PDF may vary depending on the file type and conversion tool used. Additionally, some file types, such as PDFs, may not require conversion and can be attached directly to Salesforce records.
Arun Kumar 1141Arun Kumar 1141

Hi Diane,

Yes it is possible to convert them.
We can do it with the help of various third party apps availbale on app exchange like Conga Composer, Drawloop, and DocuSign Gen. 
To use these app exchange apps you need to install them in your salesforce org,configure setting and template then attach word document to your salesforce record. These apps will automatically convert word to pdf files.
Please make a note on that you should be very particular on cost and limitations of these apps while using them.

Please mark above answer as best answer if the above information has helped you.