Salesforce Standard Feature

Check the usage and number of output files in Office File Creator for the last 31 days by the Screen Flow Report

This article shows how to check the usage of the last 31 days of flows by the Screen Flow Report. Office File Creator ca...
Salesforce Standard Feature

Salesforce formulas to display Date in yyyyMMdd and Date/Time in yyyyMMddHHmmss format

This article shows how to create a formula to display Date in yyyyMMdd and Date/Time in yyyyMMddHHmmss format in Salesfo...
Salesforce Standard Feature

Create a Send Email Action on the Case Record Page in Salesforce

This article shows how to create a Send Email action on a Case record page. In order to display the Send Email action on...
OFC + Flow

Send an email with an invoice in Salesforce Flow - Office File Creator Advanced -

This article will show you how to create an invoice and to send an email with an attachment in the flow. Office File Cre...
Apex

Apex class to send an email with attachments callable in a Salesforce flow

This article shows the process of creating an Apex class to send an email with attachments callable in a Salesforce flow...
OFC Settings

Setting Formulas in Excel Template Files with Office File Creator

This article introduces the procedure for setting formulas in Excel template files with Office File Creator.Points when ...
OFC Settings

Generate a PowerPoint file in Salesforce using Office File Creator

This article is a step-by-step guide to setting up the output of PowerPoint files in Salesforce using Office File Creato...
OFC + Flow

Output documents and update Opportunity from the List View in Salesforce Flow (for OFC Ver. 1) - Office File Creator Advanced -

This article will show you how to output documents and update Opportunity from the List View in Salesforce Flow. Office ...
OFC + Flow

Output files and update Opportunity records in Salesforce Flow (for OFC Ver. 1) - Office File Creator Advanced -

This article will show you how to output files using Office File Creator and update Opportunity records in Salesforce Fl...
OFC Settings

Icon samples for the document buttons & titles

Icons can be set on the document button of the Lightning component of Office File Creator. Icons are selected from the L...
OFC Settings

Generate a PDF file in Salesforce using Office File Creator

This article is a step-by-step guide to setting up the output of PDF files in Salesforce using Office File Creator, alon...
OFC Settings

Generate a Word document in Salesforce using Office File Creator

This article is a step-by-step guide to setting up the output of Word documents in Salesforce using Office File Creator,...
Copied title and URL