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 New in 360 InstantDocs: Excel File Generation for Salesforce

 

 

We're excited to share a new enhancement in

360 InstantDocs

on Salesforce AppExchange! 

 

With our latest release, you can now generate Excel (.xlsx) files directly from Salesforce—making it easier to automate spreadsheet creation without leaving your Salesforce environment. 

 

You can now generate formatted Excel (.xlsx) files directly from Salesforce and automate the process using Flow or Apex, making it easier to create reports, invoices, and other business documents.

 

We'd love to hear how you would use Excel generation in your Salesforce workflows. Feedback and suggestions are always welcome. 

 

#AppExchange  #Document Generation  #Automation

1 comentário
  1. 7 de ago., 09:48

    Great update! Excel is still a common format for many business teams, so having this capability directly in Salesforce will be valuable for a lot of use cases. 

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