Install Office File Creator from Appexchange into your Salesforce organization.
Office File Creator is available in paid and free versions. The paid version is available for a 30-day trial.
Grant permissions related to Office File Creator.
Create the template file with merge fields in Excel, Word, and PowerPoint files.
Create OFC_Template Object record. OFC_Template record stores the settings such as the master object used for merging fields, the sorting of child object records, and the template file.
Various output options.
Create the custom button on the record detail page for outputting the file.
7. Create Lightning Component Button
Create Lightning component buttons on the Lightning record page.
Create Lightning component buttons on the Experience Cloud site.
8. Migrate resources from sandbox to production
Migrate resources such as custom buttons, OFC_Template records, etc. from the Sandbox to the production environment.
9. Office File Creator Advanced Settings
Office File Creator advanced settings.
This section describes the operating environment of Office File Creator.
Related links for Office File Creator.