Insert Table

You can insert a table into a Microsoft Excel template using data from Salesforce records. These records are stored as a Collection Variable Resource, which allows you to retrieve and display structured data within the document. 
Select the Action:
In the "Select Action" dropdown, choose "Insert Table."
Choose a Record Collection Variable:
In the "Resource Type" field, select a Record Collection Variable Resource.
Ensure that a resource is created before inserting the table.
Define Table Structure:
Set the resource type as a collection.
Select the desired number of columns in the Excel sheet, click "Insert" ,and a table will be created automatically without specifying the number of rows.
Insert Fields :
Rename the columns as needed and insert relevant fields into the table.
Sort Records :
You can control the order of records displayed in the table.
For example, to display orders in ascending order of amount, select the "Amount" field and set the order to Ascending.
Apply Filters and Limits:
Set filters to refine the records inserted into the table.
Limit the number of records displayed.
Define the order in which records appear.
By following these steps, you can dynamically insert and manage tables in Salesforce based on record collections.
You can customize and format the table using standard Word formatting options, including font styles, alignment, borders, and shading.
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Go to 0:50 to see the Insert Table action being used to create a sample file in Microsoft Excel.
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Insert Field

Document Title