# Template - Actions

Overview of template actions available in Word, Excel, PowerPoint, and PDF templates for dynamically inserting Salesforce data.

> Kind: Guide · Updated: Jul 4, 2026

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.

1. **Excel Template Actions** — 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.
2. **Pdf Template Actions** — PDF template actions let you insert field values or select checkboxes in fillable PDF forms using Salesforce data. These actions are useful for filling tax forms or agreements, where the layout stays fixed but values come from Salesforce records.
3. **PowerPoint Template Actions** — 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.
4. **Word DocX Template Actions** — 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.