Create a Word(.docx, .docm) template file when outputting Word files.
Formatting of Merge fields
For formatting Date, Date/Time, Currency, and Numeric fields, refer to below.
Formatting of Date and Date/Time Fields
Formatting of Currency and Number Fields
Tables
Cell Size
From Table Properties>Options in the Table tab, check off "Automatically resize to fit contents".
Template Sample
Download Sample Template Files
Limitations
- Office features such as graphs are not available.
Reference
Generate a Word document in Salesforce using Office File Creator
Troubleshooting
When setting merge fields in a table in a Word template, the text in the cell does not wrap and the table stretches horizontally.
From Table Properties>Options in the Table tab, check off "Automatically resize to fit contents".
When Outputting Word files, the graphs are not output correctly.
Office features such as graphs are not available.