11/11/2023 0 Comments Ms templates powerpointSelect Choose File and upload the PowerPoint you have been working with. Once you’ve pasted all the necessary merge fields and related lists into your PPTX template, save your file and return to the Template Editor. When you generate the document, S-Docs will retain this table's formatting and add data to it. Type in your headers and leave a second row beneath your pasted related list code. To do this, click Insert Related List in the template editor, choose the columns that will appear in your related list, click the Get Related List tab in the Insert Related List window, and paste the related list into the first cell of a table in your PPTX template. You can also add related lists to PPTX templates. Rather than inserting the field into the typical source code editor, you will click the Copy to Clipboard button and paste it in your PowerPoint. In the Template Editor, click Insert Field. Let’s start by putting a merge field into our template. With the PPTX feature, all you have to do is add merge fields to your PPTX document, and upload the file to Salesforce. Next, head to the Template Editor, like we would with any other template. Click on the Template Format dropdown menu and choose PPTX. Similar to generating a DOCX document, create a new S-Docs template. ![]() PPTX is now a value on your Template Format picklist! Generating PPTX Files Via S-Docs Next, scroll to the Values relate list and click New. Within the Custom Fields & Relationships related list, click the name Template Format. To do this, navigate to Setup > Build > Create > Objects and click SDoc Template. Adding PPTX to the Template Format Picklistīefore we get started, we need to add the PPTX value to the Template Format picklist. pptx file allows you to import pre-existing PowerPoint templates.
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