PowerPoint (PPTX)

Use this page when you want to design slides in Microsoft PowerPoint and generate a true .pptx presentation from Salesforce data.

A PPTX template is built in PowerPoint, then uploaded to S-Docs for generation.

Use it when slide design matters more than HTML layout or Word editing.

Pick PPTX when you need presentation-style output, PowerPoint design tools, and bracket-based S-Docs syntax.

When PPTX is the right fit

Use PPTX templates when you need:

• Microsoft PowerPoint slide design tools
• a generated .pptx file
• merge fields inside a presentation
• conditional sections in slides
• related list tables in PowerPoint tables
• named queries in Microsoft template syntax
• generation through S-Docs LWCs or the SDK with the newer upload flow

PPTX is a strong fit for sales decks, customer presentations, proposals, summaries, and slide-based exports.

How PPTX templates work

The slide design lives in PowerPoint.

The dynamic data comes from S-Docs syntax placed inside the .pptx file.

PPTX templates use bracketed Microsoft template syntax around S-Docs blocks and merge fields.

pptx-basic-syntax.txt

[{{!Account.Name}}]

[<!--RENDER='{{!Opportunity.StageName}}' == 'Closed Won' -->]
  Closed-won summary
[<!--ENDRENDER-->]

Quick visual examples

Wrap PPTX merge fields in square brackets.

For Named Queries, wrap named query output fields in square brackets too.

Build PowerPoint tables with a header row, an odd row, and an even row.

Conditional logic

Use conditional logic when slide content should appear only for certain records.

PPTX conditional logic uses the same RENDER model as other Microsoft templates.

Wrap both the opening and closing tags in square brackets.

pptx-render-block.txt

[<!--RENDER='{{!Contact.Phone}}' != 'NULL' -->]
  Phone: [{{!Contact.Phone}}]
[<!--ENDRENDER-->]

Keep merge fields inside rendered content in square brackets too.

Use the same operators you use in standard S-Docs conditional logic.

pptx-render-operators.txt

[<!--RENDER=( ('{{!Account.BillingState}}' == 'CA' || '{{!Account.BillingState}}' == 'NV')
             && '{{!Account.Active_Contract__c}}' == 'True' ) -->]
  Regional account with active contract
[<!--ENDRENDER-->]

Nested render blocks work too.

pptx-render-nested.txt

[<!--RENDER='{{!Opportunity.StageName}}' == 'Closed Won' -->]
  Congratulations on your purchase.
  [<!--RENDER1='{{!Opportunity.Install_Date__c}}' != 'NULL' -->]
    Installation is scheduled for [{{!Opportunity.Install_Date__c}}].
  [<!--ENDRENDER1-->]
[<!--ENDRENDER-->]

Common fixes:

• If the block prints as text, add square brackets around both RENDER tags.
• If a field inside the block stays blank, wrap that merge field in square brackets too.
• If the condition never matches, verify the field path and comparison value.

Starting with S-Docs Summer '25 (v10.0), PPTX generation uses Salesforce Compression functionality.

This improves consistency, file handling, and performance for the newer Microsoft template upload flow.

Supported features

PPTX templates support these common S-Docs capabilities:

• merge fields
• conditional logic
• named queries
• related list tables
• images and slide-native PowerPoint formatting

Important constraints

Keep these PPTX rules in mind:

• Live Edit is not supported.
• Template headers and footers are not supported.
• Component templates are not supported.
• S-Sign is not supported.
• Related list tables cannot span multiple pages or slides.
• Templates uploaded through the legacy Template Editor have an approximate limit of 10 slides.

Next reads by goal

• Need the build steps? Read Build and Upload a PPTX Template.
• Need troubleshooting? Read Troubleshoot PPTX Generation.
• Need table wrapper syntax? Read Related List Structure In Microsoft Templates (DOCX, PPTX, XLSX).
• Need table setup examples? Read How to: Create a Table In Microsoft Templates (DOCX, PPTX, XLSX).
• Need conditional syntax? Read Conditional Logic In Microsoft Templates (DOCX, PPTX, XLSX).
• Need named query syntax? Read Named Queries In Microsoft Templates (DOCX, PPTX, XLSX).