Find and Replace Text in PDF in Salesforce

The best document editing solution for Salesforce
DaDaDocs Salesforce integration
The DaDaDocs Salesforce integration is a complete online editor for typing, editing, erasing, blacking out and annotating text as well as signing documents. Work with Word and PDF files in your Salesforce account, and share documents with your partners making them available to anyone on any mobile device.

Find and Replace Text in PDF

Have you ever needed to search and replace text in sales contract or invoice stored in your Salesforce account?

The search tool is one of PDFfiller’s latest enhancements. Using this tool, you can find a word or a phrase in a PDF or Word document stored in your Salesforce account. Now you will save even more time editing or annotating your attachments because the search tool not only finds words, but also enables you to erase, highlight, or redact them.

To enjoy all the advantages of the search tool, open a document in PDFfiller’s editor. Select the object and click the drop-down menu near the required Word or PDF document on the right. Click on Edit.

DaDaDocs integration with Salesforce

To activate the Search tool, click the Search button on the main toolbar or press CTRL+F on your keyboard.

The search toolbar will appear under the editing tools.

DaDaDocs integration with Salesforce account

Type the text you want to find in the search field. The counter will show you the total number of search terms found in the document and the ordinal number of the current search term. The currently selected search term is highlighted in green, the others in red.

DaDaDocs for Salesforce

To jump to the next found term, click the down arrow; to go to the previous instance, click the up arrow. To erase the selected term, click Erase. After this you can type any text on the empty space.

DaDaDocs for integration with Salesforce

When you have finished editing, click the Done button in the top right corner and save your document back to Salesforce account, send it out for signing or turn into interactive fillable form available to anyone to fill out from any device.

Application Features

PDF Editor
  • Type and erase
  • Black out and redact
  • Add images
  • Draw arrows and lines
  • Place sticky notes and text boxes
Form Builder
  • Turn any document into a smart fillable form and connect fillable fields to values from a Salesforce object
  • Use checkboxes, drop-down menus, date and signature fields, formulas and images
  • Define the filling order and add instructional videos to guide clients through the document
eSign & Workflows
  • eSign documents and collect signatures
  • Get instant notification with a copy of the document once it's been filled out
  • Work together on any device to access, edit, collaborate and comment on a single document

Learn More with Guidebooks

Salesforce Guidebook
PDFfiller's DaDaDocs for Salesforce Guidebook
PDF, 8.80 MB
Download
PDFfiller Guidebook
PDFfiller Guidebook
PDF, 6.0 MB
Download
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