Parsing PDFs

PDFs contain a lot of valuable information, RenderDraw makes it easy to extract that information and relate it to Salesforce Records

Parsing PDFs Multiple Record Mapping

---

1. Go to RenderDraw Settings | Salesforce

2. Click on Data Utilities

3. Click on Data Utilities

4. Select "airendmedium.pdf" from file upload menu

5. Click on Data Utilities

6. Click on Data Utilities

7. Click on Data Utilities

8. Click on Data Utilities

9. Click on Data Utilities

10. Click on Data Utilities

11. Click on Proceed

12. Click on Object

13. Click on Data Utilities

14. Type "Produ"

15. Click on option

16. Type "3D "

17. Click on listbox

18. Click on 3d glasses

19. Click on Data Utilities

20. Click on Data Utilities

21. Click on Proceed

22. Click on Data Utilities

23. Click on Data Utilities

24. To view the Saved image, Click the checkbox icon.

25. To view the associated record, click on the "Go to the Associated Salesforce record" button on the right

26. Now on the record, to view the related files, Click on Related

27. Notice all of the Saved Images? Success!

28. Click on Data Utilities

29. Click on Data Utilities

30. Click on Proceed

31. Click on Go To Associated Salesforce Record

32. Click on list

33. Click on Related

34. Click on Files…

35. Click on airendmedium pg:15 98ad893caa d9

36. Click on airendmedium pg:15 98ad893caa d9

37. Click on Previous

38. Click on Data Utilities

39. Click on Relate to a Multiple Records Instead

40. Click on Data Utilities

41. Click on Select an Option

42. Click on Product

43. Click on Data Utilities

44. Click on Product

45. Click on 3d glasses

46. Click on Data Utilities

47. Type "house"

48. Click on House

49. Click on Data Utilities

50. Type "air"

---