Use Case: A File is attached to a record as either a .pdf or .docx (in my use case it is related to a Knowledge Article).
When a User previews the document they cannot use "Ctrl+F" to search the text of that file. Is there a specific file format or other steps to take where a User CAN search the text of a File related to a record?
Note: The goal here is NOT to be able to search FOR the file (via Global Search), but actually search within the text when a document is related to a Knowledge Article and previewed. The document is too large for the Rich Text within the Knowledge record.
(I did see this post - but it's from 2016 so I'm hoping there have been some updates. https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000CemgqSAB)
Thank you!
Hey @Torrey Landry, if you are open to using an AppExchange app, you can achieve this using CloudFiles. Please see the screenshots below
1. A connected sharepoint folder on the record to directly upload files in sharepoint
2. Preview the file and search right inside salesforce. This is a non-editable version of the file which is directly fetched from sharepoint. This works for all the renderable file formats like docx, pptx, xlsx, pdf
