Some of our latest PowerPoint features include:

1) Dynamic Organizational Charts

This feature allows you to dynamically create organizational charts in PowerPoint based on hierarchy data in Salesforce. You can use the “out-of-the-box” Reports To function in Salesforce.

Or, you can also establish your own custom hierarchy relationships by using a lookup field to reference the same object.

2) Dynamic Charts & Graphs

With dynamic charts, you can set up a DDP to display dynamically generated charts & graphs in PowerPoint based on data in Salesforce. It is as simple as setting up a chart or graph in PowerPoint and then referencing the name of the chart when setting up the DDP. You can also have the data source be dynamic. (For example, you may have 15 records in Salesforce that are summarized into 5 rows of data for the chart.)

3) Row and Slide Replication in PowerPoint

You can set up a PowerPoint table to dynamically replicate rows in a table based on the number of Salesforce records as well as have the slide duplicate based on number of rows dynamically merged into PowerPoint.

Please contact us to schedule a time to learn more about using our services in Salesforce to dynamically create documents.

This post focuses on a new feature we believe will help virtually all Salesforce users. This feature allows a company to automate the creation of custom PowerPoint presentations with any Salesforce.com data. In other words, you can dynamically create custom PowerPoint presentations to update graphs, data and any other items within your PowerPoint file(s).

Let’s say your company needs to update managers on sales numbers, by region, each week. We have found that many people like to report this data in a PowerPoint presentation to be shared internally or shared via online meetings. Right now, you are probably spending a lot of time manually updating your PowerPoint to prepare for these weekly update meetings. With our latest update, you can automate this entire process leveraging your data that already exists in Salesforce.

It’s Simple:

1) Create your Salesforce Reports
2) Create your DDP (links Salesforce data with PowerPoint)
3) Click run to create your customized PowerPoint*

*Delivery Options: The customized PowerPoint can be (a) returned as an original PowerPoint file to be emailed, downloaded or attached back to Salesforce or (b) returned as a PDF to be emailed, downloaded or attached back to Salesforce.

Contact us today to schedule a time to learn more.