Need to Adapt an Excel Template to a customized SFDC form - AppExchange
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Need to Adapt an Excel Template to a customized SFDC form

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6 年前 基準 Cam Deery

We have been using a customized/formatted Microsoft Excel spreadsheet as a Project Form. We'd like to be able to mimic the design of this form and auto-fill information from SFDC fields so we can simplify the production and printing aspect of this repetitive task. Ideally, we'd like to adapt this for use on a tablet rather than printing out hardcopies for each project.