Merge Multiple Files into One PDF in Salesforce

Business Background

When your workflow creates or collects multiple files, you may need to combine them into 1 output file before sending, storing, or attaching them to a Salesforce record. This is useful when users upload supporting documents, generate several files during a process, or need a single file for review and approval.

Merging files helps keep related documents together, reduces manual file handling, and makes it easier for teams to work with a single final file rather than multiple attachments.

Titan Solution

Titan Flow lets you merge multiple files into 1 output file as part of an automated process. You can use the merged file in later Flow steps, such as sending it by email, saving it to Salesforce, storing it in an external location, or passing it into another document process.

This helps you manage files more efficiently while keeping the full process connected to your Titan and Salesforce workflow.

How to Video

• 00:00 An introduction on how to merge files with Titan Flow.
• 0:27 See how to create variables.
• 1:27 Watch how to run a Get to populate variables.
• 2:57 Learn how to push merged files to Salesforce.
• 3:24 Email your file.
• 3:47 Set up a button to trigger a flow.
• 4:38 Preview your project.
• 5:20 Check out your Flow integration logs.
• 5:54 Find your merged file in Salesforce.
• 6:22 Find your merged file in your email.

How to Guide

Note:

Prerequisite:

Add custom variables to the project.

• Add Files or Static variables to get the files that will be merged.
• Add a Files variable for the merged file.
• Add a Static variable for the file name, if needed for a dynamic file name.

• To pass the file/s from a Titan Web or Titan Sign project with a file upload element, make sure that you add Files variable/s.

• To pass the file/s from Salesforce, make sure that you add Static variable/s.
  • Bring the record ID from the content version data from the File object, Content Version.
  • You can query several IDs and bring them as a list to merge.

• Add a Files variable for the merged file.

1. Click the + icon next to the Start node.

2. Under Action, click the Merge Files option and click the Next button.

3. Configure the following:
   1. Use the drop-down list to select the content version ID.
      • The static variables that you created populate this list.
      • You can choose more than one option.
      • Run a Salesforce Get in the Titan Flow project.
      • Alternatively, run a Salesforce Get from the Web project and pass the values to Titan Flow.
   2. Use the drop-down list to select the file.
      • The file variables that you created populate this list.
      • The file variable can be populated from a Titan Web or Titan Sign project.
   3. Use the drop-down list to select the field to map to.
      • This is where the files will be merged.
      • The file variables that you created populate this list.
   4. Use the drop-down list to select the output format.
      • PDF: If one or all the original files are PDF, the merged file will be PDF.
      • docx: If all the original files are docx, the merged file can be docx or PDF.
   5. If the Dynamic file name toggle switch is disabled, type the custom name in the field.
   6. If the Dynamic file name toggle switch is enabled, use the drop-down list to select the name.
      • The static variables that you created populate this list.

Note:

You can merge files from Salesforce and/or Titan Web or Sign.

4. Click the Next button.
5. If necessary, drag the files to change the order of the appearance in the merged file.

Note:

If you merge multiple files from Salesforce, order the files in the Get that brings the IDs as the files will be merged in the order of the IDs. Use the Sort Order option on the Map Salesforce fields screen.

6. Click the Next button.
7. Add a tag and click the Insert button.

8. Save the project.

You can, for instance, push the merged file to Salesforce, email it, or send it to a third-party application.