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.*Thi...
Salesforce Standard Feature

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...
OFC Settings

How to find the merge field and childrelation names

This article shows how to find the merge fields and child relation names to be set in Office File Creator's template fil...
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