Introduction
XLSX templates allow you to merge data from Salesforce into Microsoft Excel XLSX documents. They are built in Microsoft Excel and uploaded to Salesforce for generation.
Main Advantages
XLSX templates can incorporate multiple sheets in a single template, which is not supported by the XLS template format.
Supported Features
| Feature | Supported? |
|---|---|
| Merge Fields | |
| Related Lists | |
| Conditional Logic | |
| Live Edit | |
| Runtime Prompts | |
| HTML/CSS Source Editing | |
| Named Queries | |
| Template Header & Footer | |
| Insert Component Templates | |
| Mass Merge (Batch Generation) | |
| Collect e-signatures with S-Sign |
Recommended For
XLSX templates are recommended for spreadsheets that require multiple sheets and limited dynamic Salesforce data.
Main Limitations
Consider the following XLSX limitations.
- DOCX & PPTX limitations also apply to XLSX templates
- XLSX templates do not support related lists or other advanced queries
- For very large, text-dense XLSX templates, you may hit a file size limitation
Special Requirements
XLSX templates have the following special requirements: