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Office File Creator - Salesforce Document Generation

Export Excel, Word, PowerPoint, and PDF file

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.

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  • 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.

・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. --- About Paid Version and Free Version --- Office File Creator is available in a paid version and a free version with limited functionality. Please refer to the Office File Creator product page for details. --- Use of Free 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.

Categories

Business Needs
Sales
Quotes & Orders
Document Generation
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package