Template - Actions

Now that we have created resources, the next step is to build templates using template actions. We offer templates in Word, Excel, and PowerPoint, each with its own set of unique actions, which we will explore in this article.

Template actions in Word allow you to dynamically insert fields, images, tables, loops, and conditions based on Salesforce data. These actions enable structured content, automate document generation, and help organize files by setting document titles. By leveraging these features, you can enhance accuracy, flexibility, and efficiency in template creation.

Template actions in Excel enable dynamic insertion of fields and tables based on Salesforce data. These actions facilitate structured content, automate document generation, and streamline file organization by setting document titles. By utilizing these features, you can improve accuracy, flexibility, and efficiency in template creation.

PowerPoint template actions allow you to dynamically insert fields and tables using Salesforce data. They facilitate structured content, automate document creation, and help manage files by defining document titles. Leveraging these features enhances accuracy, adaptability, and efficiency in template design.