PowerPoint

For PowerPoint output, create the template file in PowerPoint (.pptx, pptm). 

*Please check the Template Common Settings before referring to this page.

Formatting of Merge Fields

For formatting Date, Date/Time, Currency, and Number fields, refer to the following. 

Formatting of Date and Date/Time Fields

Formatting of Currency and Number Fields

Office Features

Available Office Features

Table, Text Box and Shapes are available.

Notes on available Office features

• Not all templates are supported. Complex patterns are not supported.
• Office features are outside the scope of support. Check with your templates and output contents in the Sandbox.

Template Sample

Download Sample Template Files

Opportunity PowerPoint Template.pptx

1 file(s) 45.51 KB

Download

Limitations

• When outputting child records, depending on the number of child records, they may be output outside the page. Page breaks cannot be automatically set, unlike in Excel or Word.

Reference

Template Common Settings

Generate a PowerPoint file in Salesforce using Office File Creator

Troubleshooting

• The child records are output outside the slide in PowerPoint.
• The borders of the table are not displayed.