Examples

Use Case 1: Build an agenda slide

Insert meeting details, date, location, and presenter name so the slide always shows the latest information from Salesforce.

Example data:

{
    Meeting: { Date: "2024-05-01", Location: "HQ", Presenter: "Alice" }
}

Template Document:

Output:

Use Case 2: Highlight campaign performance 

Use campaign fields directly on a PowerPoint slide so the summary always reflects the latest results in Salesforce.

Example data:

{
    Campaign: {
          Name: "Spring Product Launch",
          ExpectedRevenue: 200000,
          ActualCost: 150000,
          BudgetedCost: 50000
    }
}

Template Document:

Output:

Notes

• Keep text boxes large enough to accommodate longer values, otherwise output might not be as expected.

Next Steps

• About INSERT

• INSERT in Word

• INSERT in Excel

• INSERT in PDF