Salesforce Admin

OFC Settings

Tips for creating templates for PDF output

This article will show you tips for creating Word templates for PDF output in Office File Creator. Output Page Number/Pa...
Salesforce Admin

How to deal with the problem of not being able to download files or multiple files from a custom button

If when outputting a file from the custom button in Office File Creator, the file cannot be downloaded a second time and...
Salesforce Admin

Salesforce Flow to Send Custom Notification to Case Owner

This article will show you how to create a flow to send a custom notification to the owner when the Case owner is change...
OFC Advanced

Output different layouts for open and closed cases - Advanced Relationship Settings

This article introduces the procedure for outputting different layouts for open and closed cases related to the Account ...
OFC Pro

Break the PDF at a specified number of lines and output a table header on the next page

This article introduces the procedure for breaking a PDF page at a specified number of lines and outputting a table head...
OFC Pro

Output records of grandchild objects (3 levels) to documents

This article introduces the procedure for outputting records of grandchild objects (3 levels) to documents in Office Fil...
OFC Pro

Output the total amount of child records using the aggregate function in the merge field

This article introduces the procedure for outputting the total amount of a child record using the aggregate function in ...
OFC Pro

Group child records by record values and output to documents

This article introduces the procedure for grouping child records by record values and outputting documents in Office Fil...
OFC Pro

Output Child Records in Block Format Layout

This article introduces the procedure for outputting child records in a block-format layout in Office File Creator. *Thi...
OFC Pro

Output images of Image function fields to documents in Salesforce

This article introduces the procedure for outputting images of Image function fields in Salesforce to documents in Offic...
OFC Pro

Output Images of Rich Text Fields in Salesforce to documents

This article introduces the procedure for outputting images of rich text fields in Salesforce to documents in Office Fil...
OFC Pro

Output attached images in Salesforce to documents

This article introduces the procedure for outputting attached images in Salesforce to documents in Office File Creator. ...
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