Topic:
Phone numbers are not populating in the expected format
Issue:
When generating a document, some phone fields are not populating in the expected display format from Salesforce.
The root of this issue is data entered in Salesforce Classic vs Lightning experience.
https://success.salesforce.com/ideaView?id=08730000000hE5jAAE
This can be seen in the Salesforce developer console when entered in Lightning vs Classic.
When the value "5558675309" is entered in Classic, Salesforce formats and stores the data as (555) 867-5309.
When the data is entered in Lightning, Salesforce does not format the data as it does in classic. This is why we pull the data displayed in the developer console as: 5558675309 and not (555) 867-5309
Resolution:
1. Have users type the data in the desired format.
2. Salesforce Formula field to format any data entered in that field. Then reference the formula field in the DocGen package.
3. Via DocGen - use Excel as Middleware. This will pull in the raw phone number data and format it in another cell which is formatted for Phone Numbers. This way no formula field is needed in Salesforce.
Excel as middleware: https://help.nintex.com/en-US/docgen/docservices/#docgen-sfdc/Services/templates/ExcelMiddleware.htm
Excel Phone formatting: https://support.microsoft.com/en-gb/office/display-numbers-as-phone-numbers-7feabe49-15b3-411c-a030-781b4f2c87dd
Related Links:
https://success.salesforce.com/ideaView?id=08730000000hE5jAAE
Excel as middleware:https://help.nintex.com/en-US/docgen/docservices/#docgen-sfdc/Services/templates/ExcelMiddleware.htm
Excel Phone formatting: https://support.microsoft.com/en-gb/office/display-numbers-as-phone-numbers-7feabe49-15b3-411c-a030-781b4f2c87dd