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Office File Creator - Salesforce Document Generation

By Generipse LLC

Export Excel, Word, PowerPoint, and PDF file

Freemium  

Payment required to increase usage, users, or features

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Business Need
Sales
Quotes & Orders
Document Generation
Requires
Sales Cloud
Service Cloud

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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials

App Details

Version
Office File Creator 2.0/2.19 2.19.0
Listed On
08/20/2022
Latest Release
09/06/2026
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 3
Custom Tabs: 4
Custom Apps: 2
Lightning Components
Global: 7
App Builder: 0
Community Builder: 0
Languages
English
Japanese

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
02/22/2024

Additional Details

・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.

Need help?

Generipse LLC

Tokyo, JAPAN

Other ResourcesTerms & Conditions