Question

Populate Salesforce fields from PDF document?

+1

We have a request to parse PDF fields into Salesforce records. Does Nintex have any product or roadmap for a feature like this?

+10

Hi @sbs298,

You’d want to look at something like Nintex RPA for this. Nintex RPA has the ability to do things like reading from the screen to get values from the PDF: https://help.nintex.com/en-US/kryonrpa/current/Content/Studio/ReadfromScreen/Using_Read_from_Screen.htm

Then you should be able to pass those values to Salesforce to update the fields.

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