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You can merge data from Salesforce® into a formatted Excel® spreadsheets that can contain images, text, and tables.
- Excel Template Basics
- Basic information for creating Excel templates.
- Excel Template Guide
- Getting Started with Excel Templates
- Designing Microsoft Excel Merge Templates
- Excel Merge Field Functions
- Known Limitations with Excel Templates
- Unsupported Excel Features
- Excel FAQs
- Advanced Excel Templates
- This section contains information on advanced template-building techniques and tricks.
- Dynamic Formulas in Excel
- Graphing in Excel
- Group and Subtotal Data in an Excel Template
- Set the number of rows dynamically in a Conga Excel template
- Special Excel Merge Fields
- Use Named Ranges for Calculations in Excel Templates