In this demo we will show you how to make your dynamic PDF interactive.
We will show you:
1- A form we've already built with Salesforce integration.
2- The Get and Push integration actions.
3- A PDF document we've created.
4- How to add more fields to the form.
5- Insert these fields to the PDF.
6- Make these fields interactive: Turn on the 'Interactive mode' checkbox. and select the fields you want to make editable inside the PDF.
7- Make the fields hidden in the form.
8- Test the form and PDF.
9- Check the 'Integration logs' to make sure this PDF was pushed to Salesforce
10 - View the PDF in Salesforce.
Read more about making your PDF interactive
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