XLSX templates allow you to merge data from Salesforce into Microsoft Excel XLSX documents. They are built in Microsoft Excel and uploaded to Salesforce for generation.
XLSX templates can incorporate multiple sheets in a single template, which is not supported by the XLS template format.
|HTML/CSS Source Editing|
|Template Header & Footer|
|Insert Component Templates|
|Mass Merge (Batch Generation)|
|Collect e-signatures with S-Sign|
XLSX templates are recommended for spreadsheets that require multiple sheets and limited dynamic Salesforce data.
Consider the following XLSX limitations.
- DOCX & PPTX limitations also apply to XLSX templates
- XLSX templates do not support related lists or other advanced queries
- For very large, text-dense XLSX templates, you may hit a file size limitation
XLSX templates have the following special requirements:
- Dynamic content tags (merge fields, conditional logic blocks, etc.) require special syntax. Click here for more information.