Word

Create a Word(.docx, .docm) template file when outputting Word files.

*Please check the Template Common Settings before referring to this page.

 

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".

 

 

Office Features

Available Office Features

Table, Text Box, Watermark, Shapes and Field Codes are available.

 

Notes on available Office features

• Not all templates are supported. Complex patterns are not supported.
• When opening the file, if the message "We found a problem with some content in 'XXX.xlsx'. Do you want us to try to recover as much as we can?" or other error messages, remove the Office features in the template.
• Office features are outside the scope of support. Check with your templates and output contents in the Sandbox.

 

 

Template Sample

 

 

Download Sample Template Files

 

 

Reference

Template Common Settings

Generate a Word document in Salesforce using Office File Creator

 

 

Troubleshooting

• Merge fields in the table are not wrapped and the columns extend horizontally.