OFC Settings

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...
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 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...
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...
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,...
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 ...
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...
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...
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...
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