Choose a workflow
Each workflow targets a specific Excel template.
Upload the Salesforce Case Form
Save the MDS Portal Form page from Salesforce as .mhtml, then drop it here.
Drop your .mhtml file here
or click to browse
Choose the fields
Fields extracted from the export. Rows marked with a cell reference are written to the template.
Fields extracted from the Offer page
Need-to-know lines (B6–B8), teaser (B9), description (B10) and terms (B11) come from the live offer page, filling whatever the Salesforce export left blank. Open it, save it as .mhtml, then drop the file here.
Drop the saved offer page
.mhtml or .html — or click to browse
Review & export
Edit any value before exporting. Changes apply to the generated file only.