Word

For Word output, create the template file in Word (.docx, .docm). 

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

Formatting of Merge Fields

For formatting Date, Date/Time, Currency, and Number fields, refer to the following. 

Formatting of Date and Date/Time Fields

Formatting of Currency and Number Fields

Tables

Cell Size

From Table Properties > Table tab > Options, uncheck "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.
• Office features are outside the scope of support. Check with your templates and output contents in the Sandbox.

Template Sample

Download Sample Template Files

Opportunity Quote Word Template.docx

1 file(s) 20.14 KB

Download

Reference

Template Common Settings

Generate a Word document in Salesforce using Office File Creator

Troubleshooting

• The borders of the table are not displayed.
• Merge fields in the table are not wrapped and the columns extend horizontally.