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 Advanced Output documents and update Opportunity from the List View in Salesforce Flow (for OFC Ver.2) - Office File Creator Advanced - This article will show you how to output documents and update Opportunity from the List View in Salesforce Flow. Office ... 2024.01.22 OFC AdvancedSalesforce AdminSalesforce Flow
OFC Advanced Output files and update Opportunity records in Salesforce Flow (for OFC Ver.2) - Office File Creator Advanced - This article will show you how to output files using Office File Creator and update Opportunity records in Salesforce Fl... 2024.01.19 OFC AdvancedSalesforce AdminSalesforce Flow
OFC Advanced View the monthly number of files output of Office File Creator by the Field History Report This article shows how to check the monthly number of files output of Office File Creator by the Field History Report. O... 2023.04.24 OFC AdvancedSalesforce AdminSalesforce Standard Feature
Salesforce Admin Check the usage and number of output files in Office File Creator for the last 31 days by the Screen Flow Report In this article, I will show you how to check the usage of the last 31 days of flows by the Screen Flow Report. Office F... 2023.03.15 Salesforce AdminSalesforce FlowSalesforce Standard Feature
Salesforce Admin Salesforce formulas to display Date in yyyyMMMdd and Date/Time in yyyyMMddHHmmss format In this article, I will show you how to create a formula to display Date in yyyyMMMdd and Date/Time in yyyyMMddHHmmss fo... 2023.03.09 Salesforce AdminSalesforce Standard Feature
Salesforce Admin Create a Send Email Action on the Case Record Page in Salesforce In this article, I will show you how to create a Send Email action on a Case record page. In order to display the Send E... 2023.03.06 Salesforce AdminSalesforce Standard Feature
OFC Advanced 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... 2023.02.28 OFC AdvancedSalesforce AdminSalesforce 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... 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 Advanced 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 ... 2022.10.31 OFC AdvancedSalesforce AdminSalesforce Flow
OFC Advanced 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... 2022.10.24 OFC AdvancedSalesforce AdminSalesforce Flow