Template Are Excel formulas available?
ReferenceSetting Formulas in Excel Template Files with Office File Creator
Template Template Is it possible to use a template created in Google Spreadsheet/Docs?
Template files should be created in the Microsoft Office desktop version. Templates created in other applications such a...
Template Where are the template files stored in Salesforce?
The uploaded template file is attached to the OFC_Template record and stored in the Attachment object. The uploaded temp...
Template I want to change part of the contents of the template file.
After modifying the original template file, re-upload the file from the target OFC_Template record page. If only the tem...
Operating Environment What Salesforce Editions are supported by the application?
Available for Essentials, Professional, Enterprise, Unlimited, and Developer. For use in other editions, please install ...
Operating Environment Does the app support Experience Cloud (formerly known as Community Cloud)?
Only Ver. 1 of the paid version and the free version are supported; Ver. 2 and later versions are not supported. For use...
Operating Environment Does the application support Salesforce classic?
Office File Creator supports both Lightning Experience and Salesforce Classic.Instruction manualOperating Environment
Operating Environment Does the application support mobile devices?
In principle, Office File Creator does not support mobile. It may be possible to output files or save files to Salesforc...
Operating Environment What browsers are supported?
Browsers supported by Salesforce are supported. However, mobile devices including tablets are not supported.Supported Br...
Operating Environment Is there a connection outside of Salesforce?
Instruction manualOperating Environment
Operating Environment Will data and files within Salesforce be stored on servers outside of Salesforce?
Instruction manualOperating Environment
Operating Environment Does the Hyperforce migration have any impact on the app?
The Hyperforce migration have no impact on the application.However, please check the flow, Visualforce, and other custom...
Limitations What is the maximum size of a template file?
Template file size should not exceed 1 MB. If the file contains a large amount of text or images, even within 1 MB, the ...
Limitations What are the limitations for creating template files?
Template CommonOffice FeaturesTemplate for PDF OutputInstruction manualTemplate Common SettingsPDF
Limitations What are the Salesforce governor limits to consider?
The main governor limits that may be in conflict include.Governor Limits Total heap size Maximum CPU time on the Salesfo...
Limitations What is the maximum number of merge fields?
There is no limit on the number of merge fields in the application. Output is possible within Salesforce limits, such as...
Limitations What is the maximum number of child objects?
There is no limit on the number of objects in the application. Output is possible within Salesforce limits, such as gove...
Limitations What is the maximum number of child records?
There is no limit on the number of records in the application. Output is possible within Salesforce limits, such as gove...
Limitations How many files can be output in a batch?
There is no limit to the number of batch file outputs in the application. There is no governor limit based on the number...
Introduction How do I introduce the application?
For the introduction flow, refer to the following.Introduction Flow
Introduction How much Salesforce knowledge is required for the setup?
An understanding of the following Salesforce standard features is required in setting up the application.Basic Permissio...
Introduction What licenses (editions) are available?
Product licenses (editions) are as follows.EditionVerNameDescriptionVer.1Office File Creator 1.0 FreeStand-alone product...
Introduction What permissions are required for the application?
All users who use the application need to be granted permission for the application. Please refer to the Instruction man...
Introduction How many Sandbox installations are allowed?
There is no upper limit to the number of installations in the Sandbox for both the free and paid versions.
Introduction Is it possible to extend the trial period for the paid version?
The paid version can be used indefinitely in the Sandbox environment, so please try it in the Sandbox environment.
Introduction How do I check the trial period of the license?
You can check the expiration date of your license by one of the following. The paid version of the Sandbox environment i...
Introduction How do I migrate the resources from Sandbox to production?
For migrating resources, refer to the following.Migrate Resources.
Purchase How do I purchase the license?
For the purchase flow, refer to the following.Purchase Flow
Purchase What is the price of the paid version?
For the purchase flow, refer to the following.Pricing
Purchase Are there any initial installation fees?
There are no initial installation fees.ReferencePricing
Purchase Is it possible to make a purchase reservation? e.g., start on April 1.
We do not accept purchase reservations. Please apply on the date you wish to sign the contract. An invoice PDF will be s...
Purchase How do I make a payment?
Payment is by credit card only. We do not accept payment methods other than credit cards, such as bank transfers.Referen...
Subscription How do I renew my subscription?
Subscriptions are renewed automatically on a yearly basis. The renewal date is the date of the first invoice.For contrac...
Subscription How do I check my contract renewal date and details?
You can check your contract renewal date and details on the Customer Portal or on the AppExchange site (Ver. 1 credit ca...
Subscription How do I change my credit card?
For changing your credit card, refer to the following.Subscription Management
Subscription I received a "Payment was unsuccessful" email of an automatic debit error.
Even if there is no problem with your card, automatic debit may result in a payment error due to fraud detection by the ...
Subscription Will Ver.1/formerly price plans continue to be available?
1 will continue to be available in both paid and free versions. When you renew your contract, it will be automatically r...
Subscription How do I cancel my subscription?
For cancellation, refer to the following.Subscription Management
Subscription I submitted a Customer Portal login link request, but have not received an email.
The Customer Portal login link will be sent within approximately 1-5 minutes after the request. The email will be sent v...
Billing Is it possible to use a mailing list for my billing email?
A mailing list can be used as the email address of the person in charge of your contract. If you have more than one pers...
Billing Is it possible to send an invoice to multiple email addresses?
Invoices will be sent to your registered email address. We do not send to a different or additional email. If you have m...
Billing How do I change my e-mail, billing address or company name on my invoice?
For changing billing information, refer to the following.Subscription Management
Billing Is it possible to reissue invoices?
Invoices can be downloaded on the Customer Portal site.For downloading the invoices, refer to the following.Subscription...
Billing After payment, an invoice was sent along with the receipt.
After your payment is completed, you will receive a receipt and an invoice with your completed payment. For system reaso...
License Change How do I upgrade from Ver.1 to Ver.2?
Ver.1 and Ver.2 are two separate products and cannot be upgraded by inheriting settings and data.Ver.1 templates can be ...
License Change Can Ver.1 templates be used in Ver.2?
Ver.1 templates can be used in Ver.2. There is no change in layout specifications, but please check all current template...
License Change Is it possible to change the contract from Ver.1 paid version to Standard/Pro?
You cannot change your subscription from Ver.1 to Standard/Pro. You will need to purchase and cancel your subscription f...
License Change How do I upgrade from Standard to Pro?
For upgrading from Standard to Pro, refer to the following.License Change Procedure (Upgrade/Downgrade)
License Change How do I downgrade from Standard to Pro?
For downgrading from Pro to Standard, refer to the following.License Change Procedure (Upgrade/Downgrade)
License Change Is it possible to transfer a license under contract to another organization?
The license is per organization and cannot be transferred. Please purchase a new license for the new organization. The c...