Conga 05 PowerPoint PPT Templates

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2006 2013 AppExtremes Inc.. All rights reserved. This document may be reprinted without permission.Conga Composer is a trademark of AppExtremes, Inc. Salesforce is a registered trademark of salesforce.com,and AppExchange, is a trademarks of salesforce.com, Inc., San Francisco, California. Other names used maybe trademarks of their respective owners.

AppExtremes, [email protected]

Conga ComposerMicrosoft PowerPoint (PPT) Templates

Winter '13 Release

WelcomeConga Composer lets you generate documents and spreadsheets by gathering data fromSalesforce and merging to a template. The resulting file(s) can be printed or emailed and youcan log the actions youve taken in Salesforce.

Conga Composer solutions let you create individual documents by clicking a button from a

record in Salesforce.

Contacting AppExtremesAppExtremes is a leading provider of software solutions to enrich your Salesforce experience,specializing in document creation tools that integrate data from Salesforce. Founded in 2006,AppExtremes has since built a substantial market presence with thousands of customersworldwide.

Technical SupportAt AppExtremes, we are committed to providing you with timely answers to your technicalsupport questions. We provide support to system administrators for our products via email ortelephone. Generally, were available weekdays, during the following hours:

North AmericaSupport Hours: 8 a.m. 8 p.m. Eastern TimeTech Support Email: [email protected]: +1 303-465-1616 or (866) 502-3334

Europe, Middle East, Africa (EMEA)Support Hours: 9 a.m. 5 p.m. British TimeTech Support Email: [email protected] Telephone: +44 20 3608 0165

Asia / Pacific (APAC)Support Hours: 9 a.m. 5 p.m. Eastern Time

Tech Support Email: [email protected] Telephone: +61 28 417 2399

Note: PPTX isnow theprimary

Powerpointformat for

CongaComposer
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SalesFor information on other products from AppExtremes, please contact our New Business team:

Sales Information Email: [email protected]: +1 303-465-1616

ResourcesExamples:For detailed examples, including sample templates, report designs and sample output, pleasedownload the Conga Composer Examples file .

Articles and Videos:AppExtremes provides an online knowledgebase and YouTube channel that are available24X7 to help you answer questions.

QuickStarts:Want to get started right away? Our Quick Start Guides will help you quickly generate yourfirst Conga Composer solutions.

Quick Start Guide: Creating a Simple Document Quick Start Guide: Creating Your First Custom Solution
http://home.appextremes.com/Documentation/CongaComposer/Conga_Examples.ziphttp://home.appextremes.com/Documentation/CongaComposer/Conga_Examples.ziphttp://home.appextremes.com/Documentation/CongaComposer/Conga_Examples.ziphttp://knowledge.appextremes.com/appextremeshttp://knowledge.appextremes.com/appextremeshttp://knowledge.appextremes.com/appextremeshttp://www.youtube.com/appextremeshttp://www.youtube.com/appextremeshttp://www.youtube.com/appextremeshttp://home.appextremes.com/Documentation/CongaComposer/Conga-Composer-Quickstart-Guide-Creating-a-Simple-Document.pdfhttp://home.appextremes.com/Documentation/CongaComposer/Conga-Composer-Quickstart-Guide-Creating-a-Simple-Document.pdfhttp://home.appextremes.com/Documentation/CongaComposer/Conga-Composer-Quickstart-Guide-Creating-your-First-Custom-Solution.pdfhttp://home.appextremes.com/Documentation/CongaComposer/Conga-Composer-Quickstart-Guide-Creating-your-First-Custom-Solution.pdfhttp://home.appextremes.com/Documentation/CongaComposer/Conga-Composer-Quickstart-Guide-Creating-your-First-Custom-Solution.pdfhttp://home.appextremes.com/Documentation/CongaComposer/Conga-Composer-Quickstart-Guide-Creating-a-Simple-Document.pdfhttp://www.youtube.com/appextremeshttp://knowledge.appextremes.com/appextremeshttp://home.appextremes.com/Documentation/CongaComposer/Conga_Examples.zip


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Conga Winter '13 Release Page 3

Table of Contents

Designing Microsoft PowerPoint (PPT) Merge Templates ................................... 4

What Merge Fields are Available? .......... ......... ......... ......... .......... ......... ......... ......... .. 5

Create Merge Fields ................................................................................................ 7 Creating a Merge Field ..................................................................................... 7 Merging Detail Data ......................................................................................... 9

Refine Merge Fields with Parameters .................................................................... 12 Formatting Date Values .................................................................................. 13 Formatting Numeric Values ............................................................................. 15

Special Merge Fields ............................................................................................. 17 Today s Date ................................................................................................ 17


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POWERPOINT (PPT) TEMPLATES

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Designing Microsoft PowerPoint (PPT) Merge Templates Conga Composer can merge data into a Microsoft PowerPoint template.( PowerPoint templates only work with Conga Composer not Conga MailMerge .)

What exactly is a PowerPoint temp late? Its a PowerPoint file which containsone or more merge fields. In this chapter well examine how to create PowerPoint fields in.ppt files.

Conga Composer supports PowerPoint templates saved in the PowerPoint 2003 (.ppt) orPowerPoint 2007 / 2010 (.pptx).

Note: Please see our website for complete documentationfor creating PPTX templates.

The first step in creating a template is to determine which fields are available, which wellexplore in the next section.
http://home.appextremes.com/Documentationhttp://home.appextremes.com/Documentationhttp://home.appextremes.com/Documentationhttp://home.appextremes.com/Documentation


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What Merge Fields are Available?An essential tool in the development of Conga Composer solutions is the Template Builder .The Template Builder is located at the lower-left corner of the Conga Composer page.

Tip! Youll use the Template Builder frequently in the upcoming sections.

The Template Builder exposes the data retrieved by Conga Composer from the MasterObject, and from any Salesforce Reports or Conga Queries referenced in the CongaComposer URL. (The use of Salesforce Reports and Conga Queries is described later in thischapter.)

Select the desired dataset to view the available merge field names. The field names listedin the left column indicate the field names you must use in your templates. Filter the list offields by entering search criteria in the Live Search box. You may search the field names orthe sample data (drawn from the first row of data available).

Click the field name to copy it to the clipboard, then switch to your template (in Word, Excel,PowerPoint or a PDF Form) and paste the field name into the appropriate location (see thetemplate-specific guides for information on how to create a merge field).

See the next page for several tips on how to best use the Template Builder.


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Tip! If an Opportunity is your Master Object, Conga Composer will automatically make theOpportunity Line Items available for merging in the OppLineItems dataset.

Tip! If a Quote is your Master Object, Conga Composer will automatically make the Quote

Line Items available for merging in the QuoteLineItems dataset.

Tip! The View Data link allows you to download theavailable data as an Excel workbook.

Tip! The User and Org datasets appear only if Track Activitiesis enabled for the Master Object.


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Create Merge FieldsWith the Template Builder window close at hand, youre ready to begin creating merge fields.

What exactly is an PowerPoint merge field? Its a Text Box placed within the presentation ,which contains the field name youd like to draw data from . The field name consists of thedataset name from the Template Builder window, a period and then the field name. Theformat looks like: DatasetName.FieldName

Creating a Merge Field1. In PowerPoint, create or open a presentation to use as your template.

2. Open the TemplateBuilder window. Locatethe field youd like to useand click the field name to the it to the clipboard.

3. Switch back to the PowerPoint template and move to the location where youd like themerge field

4. Insert a Text Box:Insert | Text Box

5. Name the field by

following this convention:DatasetName.FieldName

where DatasetName corresponds to the nameof the dataset from theTemplate Builder windowand FieldName is the field name copied to the clipboard in step 2.


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Example:Say we want to merge several fields from a Contact record, including the LastName field, intoPowerPoint. Assuming the Contact is the Master Object, the LastName field would appear onthe Master sheet. The text box merge field would be Master.LastName .

The Contact also has a field called CONTACT_MAILINGCITY . The PowerPoint text box merge

field would be Master.CONTACT_MAILINGCITY .

Say we also have a column on the ReportData worksheet entitled LastActivityDate . Thecorresponding PowerPoint text box merge field would be ReportData.LastActivityDate .

Finally, let s say we also want to include the current users first name, which is visible on theUser dataset on the Template Builder window as USER_FIRSTNAME . The correspondingPowerPoint text box merge field would be User.USER_FIRSTNAME .

Warning! Merge field formulas must stand-alone in a text box and cannot be used as part of a more complex formula.


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Merging Detail DataConga Composer has the unique ability to use data from a Salesforce Report as detail data(e.g., invoice line items for each invoice). PowerPoint templates, however, have no way todynamically expand to accommodate an unlimited number of detail rows. (If you need thatflexibility in handling detail data, consider using a Word- or Excel-based template.)

With PDF templates, you may lay out a fixed number of rows to accommodate detail data bycreating fields in the format DatasetName.FieldName, DatasetName.FieldName_1,DatasetName.FieldName_2, and so on.

Heres how: 1. In your Template

Builder window, locatea field from aReportData datasetthat may containmultiple rows of data.Click the field nameto copy it to theclipboard .

2. Decide how many rows of data you want to accommodate in your PowerPoint template.

3. Switch to PowerPoint and create a merge field for the column you copied to theclipboard in step 1 . This field will represent the field from the first row of data.


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4. Create another mergefield, perhaps on the nextline down on yourtemplate. This field willrepresent the field fromthe second row of data.

The name of the field mustbe the same as theprevious field, except withan _1 appended to theend.

5. Alternatively, you may place the merge fields with the cells of a table:

6. Repeat the creation of merge fields, each time incrementing the suffix number, e.g. _2,then _3, etc.


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Example:

Consider this data from aTemplate Builder window.Here, we have severalContacts related to an

Account in the ReportDatadataset:

The final output, after mergingto the template created above,would look like this:

Tip! You can preserve all table rows by includingthe &PPTPreserveRows=1 Conga Composer parameter.


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Refine Merge Fields with ParametersYou can tune Conga Composer s behavior when merging to PowerPoint with field parameters .One of the following parameters may be appended to the end of a merge field withinparentheses.

PARAMETER DESCRIPTION

Date Formats a field value as a date, if possible

Requires:A date formatting code (see Formatting Date Values )

Example 1:Master.LastModifiedDate(Date MM/dd/yyyy)If the Last Modified Date field contained 03/03/2008 09:05 AM, thisparameter would format the date as 03/03/2008

Example 2:Master.LastModifiedDate(Date MMMM d, yyyy) If the Last Modified Date field contained 03/03/2008 09:05 AM, this

parameter would format the date as March 3, 2008

** Note: The format code is enclosed in quotes because it contains spaces **

Currency Formats a field value as currency according to the Salesforce Locale (or CongaComposer parameter CurrencyCulture) , including currency symbol, digitgrouping (thousands separator) and two decimal places.

Example:Master.AMOUNT(Currency)If the Amount field contained 5280.2 5 and the Locale is set to English (UnitedStates), this parameter wo uld format the value as $5,280.25

Numeric Formats a field value as a number, if possible.

Requires:A numeric formatting code (see Formatting Numeric Values )

Example:Master.NumberOfParticipants(Numeric #,##0)If the Number of Participants field contained 5280, this parameter wouldformat the value as 5,280

Example:Master.Height (Numeric #,##0 feet) If the Height field contained 5280, this parameter would format the value as5,280 feet

** Note: The format code is enclosed in quotes because it contains spaces **

Tip! You must enter a space between the parameter name andthe format code when using the Date or Numeric parameter

Tip! Dont enter a comma between the parameter name and the format code


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Formatting Date ValuesThe following date formatting codes are used in conjunction with the Date parameter.

PARAMETER DESCRIPTION

Month (M) The letter "M" must be uppercase to distinguish months from minutes.

M Displays the month as a number without a leading 0 (zero) for single- digit months. For example, February is "2".MM Displays the month as a number with a leading 0 (zero) for single- digit months. For example, February is "02".MMM Displays the month as a three-letter abbreviation. For example,

February is "Feb".MMMM Displays the month as its full name. e.g. February

Day (d) Displays the day of the month or the day of the week. The letter "d" can beeither uppercase or lowercase.

d Displays the day of the week or month as a number without a leading0 (zero) for single-digit days. For example, the sixth day of themonth is displayed as "6".

dd Displays the day of the week or month as a number with a leading 0(zero) for single-digit days. For example, the sixth day of the monthis displayed as "06".

ddd Displays the day of the week or month as a three-letter abbreviation.For example, Tuesday is displayed as "Tue".

dddd Displays the day of the week as its full name.

Year (y) Displays the year as two or four digits. The letter "y" can be either uppercaseor lowercase.

yy Displays the year as two digits with a leading 0 (zero) for years 01through 09. For example, 1999 is displayed as "99", and 2006 isdisplayed as "06".

yyyy Displays the year as four digits.

Hours (h) A lowercase "h" bases time on the 12-hour clock. An uppercase "H" basestime on the 24-hour, or military, clock; for example, 5 P.M. is displayed as"17".

h or H Displays the hour without a leading 0 (zero) for single-digit hours.For example, the hour of 9 A.M. is displayed as "9".

hh or Displays the hour with a leading 0 (zero) for single-digit hours. ForHH example, the hour of 9 A.M. is displayed as "09".

Minutes (m) The letter "m" must be lowercase to distinguish minutes from months.

m Displays minutes without a leading 0 (zero) for single-digit minutes.For example, { TIME \@ "m" } displays "2".

mm Displays minutes with a leading 0 (zero) for single-digit minutes. Forexample, { TIME \@ "mm" } displays "02".

A.M. and P.M. (AM/PM) am/pm Displays A.M. and P.M.

AM/PM Displays A.M. and P.M. as uppercase. For example, {MERGEFIELDTIME \@ "h AM/PM" } and { TIME \@ "h am/pm" } display "9 AM" or"5 PM".


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Examples:Here are several common examples of the date appearance parameter. Lets say the fieldwere formatting is OPPORTUNITY_CLOSEDATE and that it contains the date 03/03/2008.

EXAMPLE OUTPUT

Master.OPPORTUNITY_CLOSEDATE(Date MM-dd-yyyy) 03-03-2008

Master.OPPORTUNITY_CLOSEDATE(Date dd/MM/yyyy) 03/03/2008

Master.OPPORTUNITY_CLOSEDATE(Date MMM dd, yyyy)

** Note: The formatting code is enclosed in quotes because itcontains spaces. **

Mar 03, 2008

Master.OPPORTUNITY_CLOSEDATE(Date MMMM d, yyyy)


March 3, 2008


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Example 1:Here are several common examples of the number appearance parameter. Lets say the fieldwere formatting is OPPORTUNITY_AMOUNT and that it contains 5280.25 and the SalesforceLocale is English (United States).

EXAMPLE OUTPUT

Master.OPPORTUNITY_AMOUNT(Numeric #,##0) 5,280

Master.OPPORTUNITY_AMOUNT(Numeric $#,##0) $5,280

Master.OPPORTUNITY_AMOUNT(Numeric $#,##0.00) $5,280.25

Master.OPPORTUNITY_AMOUNT(Currency) $5,280.25

Example 2:Lets change the scenario a bit. Lets assume were formatting the same field value as above,however, the Salesforce Locale is German (Germany).

EXAMPLE OUTPUT

Master.OPPORTUNITY_AMOUNT(Numeric #,##0) 5.280

Master.OPPORTUNITY_AMOUNT(Numeric #,##0 )


5.280

Master.OPPORTUNITY_AMOUNT(Numeric #,##0.00) 5.280,25

Master.OPPORTUNITY_AMOUNT(Currency) 5.280,25


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Special Merge FieldsConga Composer offers an additional merge field for even more flexibility in your mergetemplates.

Todays Date By creating a merge field with the name Date.Today , Conga Composer will insert thecurrent date. You may format the date using a date-formatting parameter.

Documents

Conga 05 PowerPoint PPT Templates