Unlock PDF to PDF Document Generation in Omnistudio

All Salesforce Industry Customers (Financial Services, Government, Education, Public Sector, etc.) get access to Omnistudio. With Omnistudio comes the most integrated and flexible Document Generation solution found in Salesforce. Although, Omnistudio is limited to generating from Microsoft Word and Powerpoint Templates into Word, Powerpoint or PDF documents. With OmniExpansion, you unlock being able to use PDFs as templates.

Many Institutional and Governmental documents are provided as PDFs. Such as Fidelity & Schwab documents, United States Tax documents (W9, 1040, W2 etc.) and others. Rather than needing to painstakingly convert these forms into Word documents, OmniExpansion accepts them as they are and integrates into your Omnistudio Document Generation workflow.

With OmniExpansion, you can create a Document Template and the form within the PDF will be read and shown in JSON