Setting up the Application

To install Output Builder for use with applications such as Accounting or PSA, you must first install and deploy those applications in your org.

For information about installing Certinia applications, see Certinia Community.

To install Output Builder:

  1. Install the package using the link that you have been provided with. During the installation, grant access to all users unless you have a specific reason for not doing so.
  2. When the installation is complete, click Deploy Now then Deploy.

You will receive a confirmation email message on completion. If your request to install the package is unsuccessful, the email message will give you further instructions and an error number. We recommend that you try to install the package again before contacting Customer Support.


For increased security in your org, we strongly recommend that you restrict create and edit rights for the appropriate users on the Output Templates and Output Template Body objects.

Upgrading from a Previous Version

If you are upgrading from a previous version of Output Builder and want to take advantage of new functionality added in subsequent releases, you must add the following fields and buttons to the Output Template page layout.

Email Limit Management and Attachment Message

  • Use Intelligent Email Limit Management field
  • Attachment Message field.

Approval and Batch Report Functionality

  • Automation Criteria field
  • Require Approval field
  • Save Only field
  • Automation button
  • Submit for Approval button
  • Sender Display Name
  • Validate button.

You must also add these fields to the Output History page layout:

  • Approved
  • Sender Display Name.

If you want Certinia Output Builder to continue to BCCClosed Blind Carbon Copy. A means of sending an email to several people and concealing the list of recipients of that email. reports after upgrading from an earlier version than Summer '13 SP1, you must select the BCC Sender checkbox on each output template that you want reports to be copied to the sender. See BCC Sender. To use this feature, Compliance BCC Emails must not be enabled on your Salesforce organization. For information about compliance BCC emails, see the "Enabling Compliance BCC Emails" topic in the Salesforce Help.