Office File Creator
Salesforce Document Generation
By Generipse LLC
- Rating
- 4.5
- Reviews
- 2
- Pricing
- Free
- Paid plans from $150 per company per month
- Listed since
- 2022
About Office File Creator
Export Excel, Word, PowerPoint, and PDF file
・There is no limit to the number of users or file outputs. ・Salesforce native application, security is safe. ・Salesforce Lightning and Salesforce Classic are both supported. ・Files can also be output and saved from the ListView. ・Can be used in Flow.
- --Easy to set up---
- Create template file
Set up an MS Office file with the same merged fields as the Salesforce Classic email template.
- Create template record
Create a template record for output settings such as the master object to be used for the merged fields and search criteria for child objects.
- Create Custom Buttons
Create custom buttons and place them on the page layout.
- -- About Paid Version and Free Version ---
Office File Creator is available in a paid version and a free version with limited functionality. Please refer to the Office File Creator product page for details.
- -- Use of Free Version ---
Support is not available for the free version. You can use the free version only if you agree that you will not be able to use any support, including inquiry support.
Highlights
- Excel, Word, PowerPoint, and PDF form files can be output from the Record Detail screen. Records of the target object and related objects are output. Attached to a record and saved as File or Attachment Object in Salesforce.
- Existing Excel, Word, and PowerPoint files can be used as template files, and the same merged fields can be set up in the template files as in the Salesforce Classic email templates.
- It is very easy to set up and requires little or no learning cost, as long as you have knowledge of Salesforce standards, such as creating Salesforce Classic email templates.
Screenshots
Image 1 of 6
Pricing
Free, paid plans from $150 per company per month.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| Office File Creator Standard | $150 per company | Monthly | 30 days |
| Office File Creator Pro | $200 per company | Monthly | 30 days |
--- Use of Free Version --- Support is not available for the free version. You can use the free version only if you agree that you will not be able to use any support, including inquiry support.
Compatibility
- Requires
- Sales Cloud
- Service Cloud
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on February 22, 2024
- Languages
- English
- Japanese