The value of the merge field is output as it is in the output file.
Check the following to ensure that the format of the merge field is correct
Check if the format of the merge field is {!Object API Name.Item API Name}.
Check if the object name and field name are correct.
Check if "!" is not missing.
Check if there are no unnecessary spaces.
*Not all layouts and output patterns are supported. Please note that we may not be able to support your output pattern.
Number fields are not output with 3-digit comma delimiters.
In Excel, set the format from the cell formatting.
In Word, PowerPoint, and PDF, check on "Adjust Format (commas/decimal places)" in the OFC_Template record to output numeric fields in 3-digit delimiter comma notation.
Formatting of Currency and Number Fields (Ver.1)
The currency symbol for the currency field is not output.
In Excel, from the cell formatting, set the template file so that the currency is displayed.
In Word and PowerPoint, add the currency to the beginning of the merge fields in the template file.
e.g. ${!Opportunity.Amount}
Rich text area field values are output with Html tags.
Rich text area field values are output with Html tagged values stored in Salesforce. The output cannot be formatted as it displays on the record screen. The values stored in Salesforce can be viewed in the Developer Console or Dataloader.
When Outputting a file, the error message ″Failed to read the template file. The file format may be incorrect or the file may be corrupt. Please upload a valid template file from the OFC_Template Record screen.″ is shown.
OFC may not support the output pattern. Try the following.
- If the file has a complex layout, simplify the layout.
- In Excel, delete unused rows and columns. Excel normally saves rows with values and formatting, but for some reason an empty row may be recognized as a used cell and a large number of unnecessary rows are saved.
- In Excel, check for hidden and unnecessary sheets, and delete any unnecessary sheets.
- If Office functions (e.g., graphs, pivot tables, etc.) are used, remove Office functions. OFC may not support them.
- If images are included in the template file, reduce the file size of the images by lowering the image quality.
When outputting with the custom button, the file cannot be downloaded from the same record screen for the second and subsequent times. The screen must be refreshed to output again.
Check your browser download settings. As an example, the settings for Chrome are as follows.
- From Chrome settings, go to Privacy and security > Site settings > View permissions and data stored on across sites. Click on "salesforce.com". Click on the target domain URL and check "Automatic downloads". If "Automatic downloads" is "Block", change it to "Ask (default)" or "Allow".
- From Chrome settings, go to Privacy and security > Site settings > Additional permissions > Automatic downloads. Check the URL list under "Not allowed to automatically download multiple files". If there is a Salesforce URL here, click the ":" on the far right and click "Remove".