Excel (.xlsx, .xlsm), Word (.docx, .docx), PowerPoint (.pptx, .pptm), and PDF (.pdf) files can be output.

Excel (.xlsx, .xlsm), Word (.docx, .docm), and PowerPoint (.pptx, .pptm) files can be used as templates. If the output file is a PDF, create a template file in Word (.docx).

Office File Creator Pro can output up to 5 layers of child objects.
Office File Creator Standard/Free/Ver1 can output up to 2 levels.

Yes. When creating a custom button, set the URL to file output or attach to record and save.
Attach Files to Records

Yes. The feature is available in Office File Creator Pro.
Setting File Output Conditions

Please refer to Output Options for output options.

Yes. Output from the list view is possible. It is possible to output from the list view using Visualforce page or using flow.
・Visualforce page ・・・ Only file output and saving are available.
Generate files from ListView

・Flow ・・・ In addition to file output and saving, it is possible to update records and send email attachments in a batch.
Output documents and update Opportunity from the List View in Salesforce Flow (for OFC Ver.2) - Office File Creator Advanced –

No. However, it is possible by using the flow. Office File Creator can be used with Screen Flow.
Using Office File Creator with Flow (for OFC Ver.2)
Output files and update Opportunity records in Salesforce Flow (for OFC Ver.2) - Office File Creator Advanced –

Yes. The feature is available in Office File Creator Pro.
Save Logs

Office File Creator can be used in the Screen Flow, but not in the Record-Triggered Flow.

The difference between the paid version and the free version is that the free version is limited to one template type, etc. Please refer to the Price for details of features.

No. Support is not available for the free version. You can use the free version only if you agree that you will not be able to use any support, including inquiry support.

No, there is no limit to the number of users or file outputs for both the paid and free versions.

You can use the paid version indefinitely in the Sandbox environment. Please install the paid version in the Sandbox environment first and try various template outputs.

Ver.2 will be inherited, but Ver.1 will not. Ver.1 free version and Ver.1 paid version are different applications, so data and settings of the free version will not be inherited from the paid version. Ver.1 and Ver.2 are different applications and will not be transferred.

The expiration date of the paid version of the production organization can be found at Setup>Apps>Packages>Installed Packaging>Office File Creator. The paid version of the Sandbox environment is available indefinitely.

Yes. When the license expires, access to OFC features such as the OFC_Template tab will be disabled, but your data and settings will remain unless you uninstall the software. Once the license is purchased and activated, access to the data and settings created in the trial will be available.

Refer to Purchase Flow.

Please make a request via the Contact page.

See Pricing. Paid version is per Salesforce organization and paid annually. There is no limit to the number of users or file outputs. There is no separate initial installation fee.

No, there is not.

No, payment is by credit card only.

Refer to Subscription Management.

Refer to Subscription Management.

Yes.
Upgrade from Office File Creator Standard to Pro
Upon request, your subscription will be upgraded immediately. The initial billing amount for Pro will be calculated by deducting the remaining valid days of Standard on a pro-rata basis.

Downgrade from Pro to Standard
Your subscription will be downgraded on the next renewal date. The Pro license is valid until the current expiration date. Pro is not refundable on a pro-rated basis for the remaining valid days.

For the details, refer to License Change Procedure (Upgrade/Downgrade).

Refer to Subscription Management.
After the cancellation procedure, the license remains valid until the current expiration date. Please note that pro-rated refunds for the remaining days are not available.

Support is provided by e-mail. Please contact us from the Contact page. Please understand that we do not provide support in individual meetings via online or other. Support is provided to subscribers. Standard Salesforce features are not supported.
About Support

Inquiry support is available for subscribers of the paid version. Support is not available for the free version. You can use the free version only if you agree that you will not be able to use any support, including inquiry support.

No. Support is limited to contracted customers only. Customers who are not under the contract are not eligible for support, regardless of the trial of paid version with purchase. We appreciate your understanding.

If you have any questions, please check within the scope of this product page, FAQs, and configuration manual. Standard knowledge of Salesforce is all that is required to set up the system. Standard Salesforce features are not supported regardless of the subscriber.

Support is provided to subscribers. Free version users and non-contracted customers are not eligible for support.

Support is not available to non-contracted customers, regardless of whether they are trying out the paid/free version. Support is limited to contracted customers only. Office File Creator is used by many users because we offer a free version for an unlimited period of time. We provide our products free of charge and do not offer free human resource support. Since many customers purchase the paid version after trying the free version, we do not provide support to customers who are not under contract, regardless of whether they are trying the paid version on the premise of purchasing it. We appreciate your understanding.

If you have any questions, please check within the scope of this product page, FAQs, and configuration manual. Standard knowledge of Salesforce is all that is required to set up the system. Standard Salesforce features are not supported regardless of the subscriber.

Support is provided by e-mail. Please understand that we do not provide support in individual meetings via online or other. The product is simple and easy to set up with standard knowledge of Salesforce. Please check the setup manual and contact us if you have any questions.

Yes, Office File Creator supports both Lightning Experience and Salesforce Classic.

Available for Essentials, Professional, Enterprise, Unlimited, and Developer. For use in other editions, please install the software in the organization of the edition and confirm. Custom objects included in apps installed from Appexchange do not count toward an organization’s custom object count limit.

Only Ver. 1 of the paid version and the free version are supported; Ver. 2 and later versions are not supported. For use with Experience Cloud, place the Lightning component button, not a custom button.

In principle, Office File Creator does not support mobile. It may be possible to output files or save files to Salesforce on mobile devices, but we cannot guarantee that it will work.

Yes. As a rule, automatic updates are performed approximately one week before or after the release date of a new version. Your organization will always have the latest version of Office File Creator.

No, there is no connection outside of Salesforce. No data or files are stored outside of Salesforce.
Office File Creator does not use any third-party products that involve external connections, and everything is handled solely within Salesforce.
No emails are sent outside of Salesforce, including in the event of an error.

This may be a connection issue between your Salesforce account and Trailblazer. Contact Salesforce Help.

Application, tab, custom object, field-level security, Apex class, and Visualforce page permissions are required.
Grant Permissions

Yes. Set the "Output File Name" field in the OFC_Template record. The merge field can be set in the "Output File Name" field.
Example of "Output File Name"：Invoice_{!Opportunity.Name}

Yes, all sheets will be output. The merge fields can be set on multiple sheets.

Yes, you can. However, only master object fields can be used in the header and footer, not child object fields.

No, Excel cannot be used as a template file for PDF output. OFC does not support Excel because its structure is more complex than Word, making it more difficult and time-consuming to implement.

No, there are no plans to support this function in the future.

No. Formulas cannot be used for merge fields.

Yes, the formatting can be set in ver. 2.0 or later. Formatting is available in ver. 2.0 or later.
Word, PowerPoint, PDF
The data type of the field is date or date/time can be set the formatting. The formatting is set by separating the field name with a comma.
Example: {! Object Name.Field Name, yyyy.MM.dd}
Excel
Merge fields cannot be formatted. Set from Excel's cell formatting.

Formatting of Date and Date/Time Fields
Formatting of Currency and Number Fields

Yes. Check on "Adjust Format (commas/decimal places)" in the OFC_Template record to output numeric fields in 3-digit delimiter comma notation. Formatting of Currency and Number Fields (Ver.1)

Formatting of Currency and Number Fields (Ver.1)

Yes. Cross-Object Formulas (e.g. {!Opportunity.Account.BillingCity}) that display referenced object fields are available as merge fields. If the user does not have permission to reference the referenced object or field, the blank is output. Up to 5 levels up can be set as merge fields. Cross-Object Formulas are available in ver. 2.0 or later.

Yes. Cross-Object Formulas (e.g. {!Opportunity.Account.BillingCity}) that display referenced object fields are available as merge fields. If the user does not have permission to reference the referenced object or field, the blank is output. Up to 5 levels up can be set as merge fields. Cross-Object Formulas are available in ver. 2.0 or later.

No. Rich text area field values are output with Html tagged values stored in Salesforce. Output cannot be in the format displayed on the records screen.

The masked value will be the same as what is displayed to the user on the record detail page.

If the user does not have access rights to the merge field, it will be output as a blank field. Please grant the user permission to refer the field from Field Level Security. If the user does not have permission to refer the field, it will be output as a blank field regardless of whether it has a value or not.

Check the following to ensure that the format of the merge field is correct
Check if the format of the merge field is {!Object API Name.Item API Name}.
Check if the object name and field name are correct.
Check if "!" is not missing.
Check if there are no unnecessary spaces.
*Not all layouts and output patterns are supported. Please note that we may not be able to support your output pattern.

In Excel, from the cell formatting, set the template file so that the currency is displayed.
In Word and PowerPoint, add the currency to the beginning of the merge fields in the template file.
e.g. ${!Opportunity.Amount}

Use Excel's cell formatting to set the decimal point to be displayed. When creating the Excel template, enter the sample values, adjust the cell formatting, and then set the merge field.

From Format Cells in Excel, set "Wrap text". When creating the Excel template, enter the sample values, adjust the cell formatting, and then set the merge field.

Excel formula output can be used with template files uploaded with Office File Creator version 1.15.0 or higher. Please check the version of Office File Creator and upload the template file again with version 1.15.0 or higher.

Yes. Filter criteria can be specified according to the field values of the child object.
Filter Output Conditions for Child Records

Yes. It is possible to sort by child object fields. Up to three sorting fields can be specified per child object.
Sort Output Order of Child Records

There is no limit. All objects related to the parent object can be used as the merge field in template file.

Yes. The feature is available in Office File Creator Pro.
Output 3 or More Levels of Child Records

Yes. The feature is available in Office File Creator Pro.
Output by Index Numbers of Child Record

1. Go to the Object Manager and check the list of fields of the corresponding child object.
2. Click on the field name of the primary object's reference field in the child object's field list.
3. The content displayed in the child relationship name in the field's setting information is the child relationship name. At this time, if the parent object's reference field is a custom field, the child relationship name will be the one with "__r" appended to the end of the displayed child relationship name. For package objects, prefix with namespace prefix + "__".

How to find the merge field and childrelation names

No, Excel cannot be used as a template file for PDF output. OFC does not support Excel because its structure is more complex than Word, making it more difficult and time-consuming to implement.

Word tab spacing are not supported. Create a table with uncolored ruled lines to align the top position.

This is a specification. PDF is output by the PDF generation function of Visualforce of Salesforce, and the page break position is automatically judged by the function of Visualforce.
When automatic judgment is made, the ruled line output of the table between page breaks cannot be adjusted on the OFC side.
In Office File Creator Pro, ruled lines are output without being cut by setting.
PDF Page Break Settings

Shapes and object output are not supported.

Please make sure that "PDF Includes MultiByte Character" in the template record is set to "Include" and "PDF default font" is set to "Arial Unicode MS". Or, the output characters may be External characters. External characters are not supported.

No. Both PDF and Word output use Word template files, but the output process is different.
The PDF output process is more complex than the Word output.
The Word output may have the correct layout, but the PDF output may not have the expected layout.

Yes. However, if large size images such as high-quality photos are included in the template file, it may take a long time to output the file, or an output error may occur. In the case of PDF output, the layout may be corrupted. Please confirm by actually outputting in a test environment.

Yes. The feature is available in Office File Creator Pro. Output image records of rich text fields, image functions fields, and attachments.
Output Images

Yes. The feature is available in Office File Creator Pro.
Output Images

Yes. The feature is available in Office File Creator Pro.
Output Images
Output Attachment Files (List/Images)

• Office File Creator cannot be used in a Record-Triggered Flow.
• Output from screens containing custom development other than record screens (standard) and list views is not supported.
• Knowledge of flow creation is required. Inquiry support does not cover standard Salesforce functions such as how to create flows, flow errors, etc.