Merge Fields

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 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...
2022.06.20
OFC SettingsSalesforce Admin
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