XLS templates allow you to merge data from Salesforce into Microsoft Excel XLS spreadsheets. They are built with the S-Docs Template Editor in Salesforce.
XLS templates allow you to merge simple to complex related lists and merge fields into Excel spreadsheets. You can also write formulas directly in the template editor, which will evaluate when the XLS spreadsheet is generated.
|HTML/CSS Source Editing|
|Template Header & Footer|
|Insert Component Templates|
|Mass Merge (Batch Generation)|
|Collect e-signatures with S-Sign|
XLS templates are recommended for larger spreadsheets that require dynamic data, such as product rate sheets.
Consider the following XLS limitations.
- Only one sheet is supported per template; multiple sheets are not supported
- While HTML table elements can be used to define each cell, it can sometimes be difficult to predict which cell a piece of data will be merged into
- DOCX & PPTX limitations also apply to XLS templates