Office File Creator 1.0 - Salesforce Document Generation
- Easy Settings - Salesforce document generation
Overview
Office File Creator is a Salesforce document generation application. Excel, Word, PowerPoint, and PDF files are output from the record detail screen. Existing Excel, Word, and PowerPoint files can be used.
Excel, Word, PowerPoint, and PDF form files can be output from the Record Detail screen. Records of the target object and related objects are output. Attached to a record and saved as File or Attachment Object in Salesforce.
Existing Excel, Word, and PowerPoint files can be used as template files, and the same merged fields can be set up in the template files as in the Salesforce Classic email templates.
It is very easy to set up and requires little or no learning cost, as long as you have knowledge of Salesforce standards, such as creating Salesforce Classic email templates.
Office File Creator is a Salesforce document generation application. ・There is no limit to the number of users or file outputs. ・Salesforce native application, security is safe. ・Salesforce Lightning and Salesforce Classic are both supported. ・Files can also be output and saved from the ListView. ・Can be used in Flow. ---Easy to set up--- -Create template file Set up an MS Office file with the same merged fields as the Salesforce Classic email template. -Create template record Create a template record for output settings such as the master object to be used for the merged fields and search criteria for child objects. -Create Custom Buttons Create custom buttons and place them on the page layout. Purchases are automatically debited by credit card from the Appexchange site. Please refer to the Office File Creator product page for details. https://officefilecreator.generipse.co.jp/purchase/ For inquiries, please contact us via the contact page on the product page. https://officefilecreator.com/
Categories
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package