OFC Settings Use cross-object formulas to display parent/reference object fields in merge fields Cross-object formulas to display parent/reference object fields can be used for merge fields in Office File Creator. *Th... 2024.01.24 OFC SettingsSalesforce Admin
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... 2022.12.12 OFC SettingsSalesforce Admin
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... 2022.11.24 OFC SettingsSalesforce Admin
OFC Settings Icon samples for the document buttons & titles Icons can be set on the ledger button of the Lightning component of Office File Creator. Icons are selected from the Lig... 2022.09.20 OFC SettingsSalesforce Admin
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 Excel files in Salesforce using Office File Creator, al... 2022.08.22 OFC SettingsSalesforce Admin
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,... 2022.07.31 OFC SettingsSalesforce Admin
OFC Settings Generate an Excel file in Salesforce using Office File Creator - (3) Create custom buttons Following the previous step of creating a template record, create custom buttons. About the previous step of creating a ... 2022.07.18 OFC SettingsSalesforce Admin
OFC Settings Generate an Excel file in Salesforce using Office File Creator - (2) Create a template record Following the previous step of creating a template file, create a template record. About the previous step of creating a... 2022.07.18 OFC SettingsSalesforce Admin
OFC Settings Generate an Excel file in Salesforce using Office File Creator - (1) Create a template file This article is a step-by-step guide to setting up the output of Excel files in Salesforce using Office File Creator, al... 2022.07.18 OFC SettingsSalesforce Admin
OFC Settings How to find the merge field and childrelation names This article provides instructions on how to find the merge fields and child relation names to be set in Office File Cre... 2022.06.20 OFC SettingsSalesforce Admin