How Can I Import SalesForce PDF Files into Word?

Episode 1579 (1:20:11)

Margaret from Washington, DC
Salesforce

Margaret is using Salesforce and working with PDF documents. She needs to figure out a way to transfer those documents into an editor like Word. How does she get them back into Word easily and quickly without having to reformat? Leo says that Salesforce wants users to import them as CSV files, but that strips the document of all formatting. Margaret isn't alone, this seems to be a common complaint with Salesforce. As for how ... it's such a simple thing, but there doesn't seem to be a way to do it.

 

From the chatroom - https://docparser.com/blog/pdf-salesforce-integration/