Unsupported PowerPoint Features
The following features in PowerPoint are not supported:
General
- It is recommended to close the PowerPoint template before “local” merging.
- Leaving the template open in PowerPoint during a “local” merge operation can sometimes produce unusual results in the output file.
- RichText and Image fields when using dot notation or formal style merge fields:
- Field types do not produce the desired result if the style of merge field is like the following example:
{{HTML:QueryName.FieldName}} or {{Image:QueryName.FieldName}}- Special fields referenced here: Individual values from ReportData or QueryData in PowerPoint
Tables
- PowerPoint tables do not accept an image in-line with text, however Conga can insert an image as a cell background.
Text Boxes and Shapes
- SmartArt (PowerPoint’s tool to create charts and process flows) is not currently available in a programmatic fashion.
- When merging data that contains new line characters, it is recommended to use a single font for the entire text box or shape.
IF Statements
- If statements are only functional in Microsoft Word templates when using Conga Composer.
- PowerPoint does not have this functionality. A workaround is to create an IF formula field in Salesforce.
- PowerPoint cannot perform calculations such as like =SUM(ABOVE)).
- A workaround is to use a formula field in Salesforce to perform calculations and merge the result into the table.
SOQL Queries
- Nested SOQL Queries used to gather data are not supported in PowerPoint templates
