FAQ

Features/Template
Main Features	Merge Fields
What types of files can be output? How many users and file outputs are available? Is it possible to output a primary object and its related child objects? Is it possible to output multiple master object in one file? How do I output multiple files at once? I want to output files from a flow. How do I attach the file to a record and save it in Salesforce? How do I preview the PDF? How do I set to allow/prohibit file output according to record values? How do I update records after file output? How do I send a file as an attachment to an e-mail? How do I save the output logs? View All	How do I set the merge fields? How do I output the reference object field? How do I set a merge field to the file name? Can merge fields be set in the header and footer in Excel/Word templates? How do I format a Date field? e.g., Mar. 1, 2024 How do I round a number to a specified number of decimal places? How do I output the currency symbol? How do I output Rich Text Area fields with formatting? How do I set a formula to merge fields? How do I change the check box field value? How do I output today's date and current time? View All
Child Object	Images
How many levels of child objects can be output? How do I see the child relationship name? How do I set output conditions for child records? How do I sort child records by fields? How do I output child records in columns (horizontally)? How do I output multiple lines per child record? e.g., Two lines per child record How do I put spaces between records in child records? How do I group child records by field values? How do I output a fixed number of rows, not variable rows? How do I break a page at a specified number of child rows? View All	How do I output images stored in Salesforce? How do I output images of Rich Text fields? How do I output images of image formula fields? How do I output images of the static resources? How do I output images of related files attached to a record? Is it possible to include a company logo or other image in the template file? View All
Template
What file types are available for templates? I want to use my company's Excel/Word/PowerPoint templates. Can Excel template files be used instead of Word for PDF output? Is it possible to output multiple sheets of Excel? Are Office features (Data Validation, Graphs, etc.) available in the template? Are Excel formulas available? Is it possible to use a template created in Google Spreadsheet/Docs? Where are the template files stored in Salesforce? Can Ver.1 templates be used in Ver.2? View All
Operating Environment/Limitations
Operating Environment	Limitations
What Salesforce Editions are supported by the application? Does the app support Experience Cloud (formerly known as Community Cloud)? Does the application support Salesforce classic? Does the application support mobile devices? What browsers are supported? Is there a connection outside of Salesforce? Will data and files within Salesforce be stored on servers outside of Salesforce? View All	What is the maximum size of a template file? What are the limitations for creating template files? What are the Salesforce governor limits to consider? What is the maximum number of merge fields? What is the maximum number of child objects? What is the maximum number of child records? How many files can be output in a batch? View All
Introduction/Subscription
Introduction	Purchase
How do I introduce the application? How much Salesforce knowledge is required for the setup? What licenses (editions) are available? What permissions are required for the application? How many Sandbox installations are allowed? Is it possible to extend the trial period for the paid version? How do I check the trial period of the license? How do I migrate the resources from Sandbox to production? View All	How do I purchase the license? What is the price of the paid version? Are there any initial installation fees? Is it possible to make a purchase reservation? e.g., start on April 1. How do I make a payment? Is it possible to use a mailing list for my billing email? Is it possible to send an invoice to multiple email addresses? View All
Subscription	License Change
How do I change my e-mail or billing address on my invoice? How do I change my credit card? Is it possible to reissue invoices? How do I renew my subscription? I received a "Payment was unsuccessful" email of an automatic debit error. Will Ver.1/formerly price plans continue to be available? How do I cancel my subscription? View All	How do I upgrade from Ver.1 to Ver.2? Can Ver.1 templates be used in Ver.2? How do I upgrade from Standard to Pro? How do I downgrade from Standard to Pro? Is it possible to transfer a license under contract to another organization? View All
Support
What is your support policy? Can paid trial/free version users get support? Is it possible to take lectures or demos in an online meeting? View All