Ever wanted a simple way to export Salesforce data to a PDF, DOCX or XLSX with your own layout? Now, you can do it easily with Xporter for Salesforce.
Xporter is an app developed by Xpand IT, a Salesforce Partner.
Overview
Xporter for Salesforce is an app that helps you create documents using data from Salesforce.
With Xporter, you are able to export Object:
- Fields (Native and Custom)
- Activity
- Related Objects
- And even more.
Generate documents from single or multiple objects.
Feel free to contact us and we will be glad to answer your questions or even do a demo.
Discover why so many people and organizations choose Xporter every single day.
App Key Features
Document Formats
- Create Templates using DOCM, DOCX, DOTM, DOTX, ODT, RTF, XLSX, XLSM, CSV and TXT formats.
- Get documents generated in DOCX, ODT, RTF, PDF, PDF/A, PNG, SVG, XLSX, CSV, TXT, HTML, XML and JSON formats.
Exporting
- Export documents from Single Object.
- Export documents from Multiple (Bulk) Objects.
Support
- Responsive.
- Fast feedback.
- Helpful.
Custom Layout
- Create a custom document layout using headings, indexes, tables, images, links, text decorations and much more.
- Create charts using Microsoft Excel documents.
- Create letters.
Template Store
- Install templates from the Xporter Template Store (free of charge).
- Many samples available.
- Use them as a base for your templates.
Configuration
- Manage document formats.
- Manage Templates.