LOOPlus - Preparing Your Documents

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Preparing Microsoft Word Documents (07:13)

The overview above provides training on how to prepare your Word documents for automation on Salesforce.com.

  • Tagging
  • Mapping/Creating Fields
  • No Macros

Preparing Microsoft Excel Documents (03:21)

The overview above provides training on how to prepare your Excel documents for automation on Salesforce.com.

Preparing Microsoft PowerPoint Documents (01:40)

The overview above provides training on how to prepare your PowerPoint documents for automation on Salesforce.com.

Preparing PDF Documents (02:07)

The overview above provides training on how to prepare your PDF documents for automation on Salesforce.com.

Preparing Salesforce.com Security (01:22)

The overview above provides training on how to prepare Salesforce.com Security.

General Microsoft Word Formatting (08:24)

The overview above provides training on how to provide general formatting for your Word documents for automation on Salesforce.com.

  • Paragraph Formatting
  • Headers / Footers
  • Bullets and Numbers
  • Page Breaks
  • Images
  • Optimization
  • Absolution Positioning
  • Table Formatting
  • Table Title
  • Breaking across pages
  • Positioning
  • Borders
  • Cell Padding
  • Columns
  • Checkboxes

General Microsoft Excel Formatting (02:16)

The overview above provides training on how to provide general formatting for your Excel documents for automation on Salesforce.com.

  • Page Setup
  • Print Range
  • Print Titles
  • Headers
  • Page Numbers
  • Images
  • Optimization
  • Format
  • Using Ranges Names
  • Range Name Tool

References