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Docusplit: Scan or import, parse, split, & annotate PDF & Image files natively
Easily manage all PDFs and images and save them to Salesforce records
- Business Need
- Document Generation
- Requires
- Sales Cloud
Docusplit allows you to scan or import, then split PDF/image files natively within Salesforce and apply them to records. Edit, annotate and save a page or group of pages to records. Get all the benefits of a PDF editor and more in a native application!

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Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedForce.comDeveloper
App Details
- Version
- Docusplit 2.0/Docusplit 2.0 1.60.0
- Listed On
- 09/30/2021
- Latest Release
- 06/09/2025
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldManaged PackageLightning App Builder
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 4Custom Tabs: 3Custom Apps: 1
- Lightning Components
- Global: 5App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
Imagine using your usual PDF application directly in Salesforce: annotate, redact, split documents, select pages and instantly assign them to a record without ever leaving Salesforce. Save multiple page documents to a record or take a multiple page document and split it into individually saved documents. With Docusplit, you can upload files from your computer, a scanner, or from within Salesforce. You can also upload email attachments (via Salesforce email queues), so you never have to worry about having sensitive documents saved on your local device. Configure Docusplit to channel specific document types to their corresponding Salesforce records, streamlining the saving process. Designate dynamic naming conventions per document type to automatically generate file names. Add default or custom meta keywords to ensure all files are searchable throughout Salesforce. Manage all document rules and limitations easily. Add and configure object fields on the Docusplit user interface to increase efficiency and automation. Docusplit supports all TWAIN and WIA drivers.
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