Conditional Text in PowerPoint

You can use Microsoft Excel functionality to display text conditionally based on Salesforce information in Microsoft PowerPoint documents. This allows for you to create PowerPoint presentations that contains data that can shift and change based on information that changes inside of Salesforce without the need to manually enter the information each time the data changes.

In this example, we will create text conditionally in Microsoft PowerPoint using the Employee field on a record from the Account object in Salesforce.

Create Microsoft Excel formulas

To conditionally display text in Microsoft PowerPoint, you must use formulas in Microsoft Excel and create a range to pass to the Microsoft PowerPoint document. You are essentially using Microsoft Excel as middle-ware.

  1. Assign Salesforce fields to a cell or cells in Microsoft Excel.

  2. Once you have mapped your Salesforce fields in Microsoft Excel, you must use Microsoft Excel formulas to reference the mapped cells.

    In our example, we use an IF formula. The syntax is [ =IF(evaluation, true statement, false statement) ] .

    Where

    • B3>50 is the evaluation

    • "This company employs more than 50 people." is the true statement

    • "This company employs less than 50 people." is the false statement

  3. After the formula is created, you must assign the cell containing the formula a range. This range will be used to tag the Microsoft PowerPoint document.

    Note: You must reference the cells that contain the Nintex Drawloop DocGen® for Salesforce Field Tags (Example: A3) instead of the range (Example: Account_Name).

Tag a PowerPoint presentation

After you have created the Microsoft Excel formula and range, you must tag your Microsoft PowerPoint presentation with the range being surrounded by angle brackets (<< >>). For more information on how to tag a Microsoft PowerPoint presentation refer to Tag a Microsoft PowerPoint Presentation topic.

After your have properly configured and saved your Microsoft Excel and Microsoft PowerPoint documents, you must upload or replace them in Salesforce.

Add documents to DocGen Package

Once your Microsoft Excel and Microsoft PowerPoint documents are in Salesforce, you must include them in the DocGen Package.

The Microsoft Excel Document must come first in the DocGen Package and have a Start Page and End Page value of 0.0. This will exclude the Microsoft Excel file from the output. Then you must include the Microsoft PowerPoint file after the Microsoft Excel file.

When you are ready to test your conditional text:

  1. Navigate to a record on your DocGen Package Object.

  2. Select Generate Documents.

  3. Complete all steps in the generate documents page and then select Run.