Format Dates & Numbers in Word

Reformat dates and and numbers when using a Word template using the switch formulas below. To insert a formula: Ctrl+F9To update a formula: F9To toggle all formulas: Alt+F9*Personally, I’ve always preferred to update any formula changes by right-clicking and selecting ‘Update Field’. Description SFDC Value Ideal Format Switch Social...

Easily Convert PDF Files to Word

While working with multiple Salesforce consultants during my time at Drawloop, I’ve found that many times their clients will provide them with a PDF document rather than the original Word files. Whether this is due to the original template getting lost or hard to retrieve due to security concerns, it...

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