Install Office File Creator from Appexchange into your Salesforce organization.
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.
- Common Options
- Child Record 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.
8. Office File Creator Advanced
Office File Creator advanced features.
- Batch File Output from ListView
- Use with Screen Flow
- Use on Experience Cloud
9. Migrate resources from sandbox to production
Migrate resources such as custom buttons, OFC_Template records, etc. from the Sandbox to the production environment.
This section describes the operating environment of Office File Creator.
Troubleshootings.