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