Salesforce Admin

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 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 ...
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...
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...
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...
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...
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...
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...
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 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 ...
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...
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