Office File Creator Instruction manual
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What browsers are supported?

Operating Environment
2024.11.102024.11.11

 

Browsers supported by Salesforce are supported. However, mobile devices including tablets are not supported.

Supported Browsers and Devices for Lightning Experience

 

Instruction manual

Operating Environment

 

Operating Environment
Office File Creator Instruction manual
Office File Creator Instruction manual

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Operating Environment

Is there a connection outside of Salesforce?

Instruction manual Operating Environment
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What Salesforce Editions are supported by the application?

Available for Essentials, Professional, Enterprise, Unlimited, and Developer. For use in other editions, please install ...
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Does the application support Salesforce classic?

Office File Creator supports both Lightning Experience and Salesforce Classic. Instruction manual Operating Environment
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Does the application support mobile devices?

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Will data and files within Salesforce be stored on servers outside of Salesforce?

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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...
  • 1. Install
    • 1.1. Install
    • 1.2. License Information
  • 2. Grant Permissions
    • 2.1. Settings of permissions
    • 2.2. Note
  • 3. Create Template File
    • Template Common Settings
    • Excel
    • Word
    • PowerPoint
    • PDF
  • 4. Create Template Record
    • 4.1. Create Template Record
    • 4.2. Upload Template File
    • 4.3. Export Test and Verify Merge Fields
    • 4.4. Note
    • 4.5. Reference
  • 5. Output Options
    • 5.1 Common Options
      • Formatting of Date and Date/Time Fields
      • Formatting of Currency and Number Fields
      • Adding Text to Merge Fields
      • Replace True/False in Checkbox Fields with Other Values
      • Outputs Today's Date and Current Time (Today/Now)
      • Output Parent and Reference Object Field
      • Set Merge Fields to the File Name
      • Functions for Merge Fields
      • Attach Files to Records
      • File Save + Download
      • Preview PDF
      • Output Images
      • Output Attachment Files (List/Images)
      • Setting File Output Conditions
      • Save Logs
    • 5.2 Child Record Options
      • Create OFC_Child Object Option Record
      • Filter Output Conditions for Child Records
      • Sort Output Order of Child Records
      • Output by Index Numbers of Child Record
      • Block Output of Child Records (Excel)
      • Group Output of Child Records (Excel)
      • Output 3 or More Levels of Child Records
      • Settings Minimum/Maximum Number of Child Records
      • PDF Page Break Settings
      • Advanced Relationship Settings
  • 6. Create Custom Button
    • 6.1. Create Custom Button
    • 6.2. Put the custom button on the page layout
    • 6.3. Export to File
  • 7. Create Lightning Component Button
    • 7.1. Create Lightning component buttons
    • 7.2. About Icon
    • 7.3. Reference
  • 8. Advanced Features
    • Batch File Output from ListView
      • Create Visualforce page
      • Create Custom Button
      • Note
    • Use with Screen Flow
      • How to use in Flow
      • Flow Example
      • Note・Limitations
      • Reference
    • Use on Experience Cloud
      • Limitations
      • How to Use
      • Test Output
      • Considerations for Guest Users
  • 9. Migrate Resources
    • 9.1. Resources & How to Migrate
    • 9.2. References
  • 10. Operating Environment
  • 11. Limitations
  • 12. FAQ/Troubleshooting
  • 13. Error List

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