Present with Clarity and Style, Every Time

Presentations are a powerful tool in any industry whether it’s a Deck for a potetial client or a Company Quarterly Review. With Mambo Merge, you can generate presentations that automatically populate with Salesforce data, saving you time while maintaining a professional look.

Prepare Your Presentation (PPTX) Template ↵

Use an existing or new Template. Open in Microsoft Powerpoint or any program that can edit PPTX files, such as Google Slides.

The Template Builder (or Routine Wizard’s Merge Data) will help transform your Presentation into a Template using the listed merge fields.

Where is the Template Builder located?

The Template Builder is selected from the Dropdown Menu, a “Down Arrow box” on the component where you intend to generate your Template from.

Note: You can access the Template Builder from any component across your org. However, keep in mind that each component is tied to a specific Template or Routine. This means the Template Builder might not display the relationships you’ve set up in the Routine you’re working with.

Add Merge Fields to Template

The Template Builder displays each “Merge Field” syntax on the left and its actual “Value” on the right.

Note: Conditional and Function Merge Fields that help customize Templates even more only display in the Template Builder. If you are viewing the Merge Data in your Routine, you will not see the Conditional and Function Merge Fields.

After identifying the merge field , click the “Clipboard” button to the right of the merge fields, to easily add them into your Template.

Use the {{FieldName}} syntax, where FieldName represents the field from the related Salesforce object.
For example, {{Account.Name}} will populate the Account Name field in your XLSX file when the document is generated.

Note: You can learn more about merge function syntax such as ( TODAY(), UPPER(), and ForEach ) in our Merge Functions or Glossary articles.

Add Dynamic Slides ↵

In the DOCX Templates, related list items can be added to a template using {{ForEach:RelatedList}}{{/ForEach:RelatedList}}. You can use a similar function functionality to repeat Slides for each related lists:

{{CloneForEach:RelatedList}} Create a Slide to be replicated for each Related List record. Mambo Merge will repeat the Slide for each record in the related list.

Add Images to your Document from your Salesforce Org.↵

{{ReplaceImage(FieldName)}} lets you add Images from Salesforce to your Presentation. Insert a placeholder image. With the image selected, click Picture Format in the Toolbar. Then, open the Alt Text, to add merge function. Now, your placeholder image will be replaced with the image from your Org.

Delete Slides with Conditional Logic ↵

Conditional merge fields let you add text or not to your template if certain criteria is met. Special Conditional just for PPTX Templates allows specific Slides to be removed based on conditionals:

Use {{deleteSlideIf:true (conditional)}} to delete specific sheets from the document if a condition is met.
For example, {{deleteSlideIf:true Probability<62}} will delete the Sheet if the criteria is met.

Test Your Template ↵

Once you’ve created your template, it’s crucial to test it before using it in your workflow:

Step 1: Upload Your Template to Salesforce

Add directly to the Mambo Merge Template Library or add to a Routine.

Step 2: Run a Merge Test

Generate a presentation using the template and verify that all merge fields populate correctly, and the layout looks as expected.

Step 3: Adjust and Refine

If you notice any issues during testing, return to the template and make necessary adjustments. Once everything looks perfect, you’re ready to add to your everyday work.

Take Center Stage. Your Presentation is Ready to Shine.

You’re ready to create impactful presentations directly from Salesforce data—seamlessly and professionally. Try it out today and elevate your next presentation!

How To Create A Presentation Template