Creating a Template in Word with Salesforce Data
Welcome to Windward Designer
Windward Studios takes a unique approach to reporting. Our Report Designer sits directly inside Microsoft Office which means you get to use a familiar and powerful tool without having to learn a new designer. If you’ve ever used one of our competitors’ products, you may be familiar with their modular designers that require you to build reports using bits and pieces, where every bit of text or every piece of data is a distinct object in your template. Windward changes all of that. With Windward in Microsoft Office, you design report templates just like you design any other document, utilizing Tags to insert your data wherever you need it seamlessly in-line with your other text and content.
Step 1 - Install
Step 2 - Connect To Data
We do not offer sample data from Salesforce, so for this tutorial you will need to connect to your Salesforce data source using your credentials.
To connect to the data:
1. Open Microsoft Word. Now that you’ve installed Windward Designer, you will see two new tabs in the Microsoft Office Ribbon – the “Windward” Tab and the “Windward Tools” Tab.
2. Click on the “Windward Tab” and click on the “Data Sources” button located on the left-hand side of the ribbon. This opens the Connection Editor where you will manage all of your data connections. (Alternatively, you can click on the lower half of the button to expand the drop down and then click “Data Sources.”)
3. Go to the "New" tab, and then scroll down to the apps section and click on "Salesforce". Using your username, password, and token, connect to the Salesforce data source. Assign your connection a "Nickname" to easily identify it.
3. In the Connection Editor tab, select the Salesforce connection, and click the "
4. Close the Connection Editor by clicking “Close.” You have now successfully connected to the sample data!
Step 3 - Design Your Template & Insert Your Data
In this training guide, you will build a very basic template to get the feel of Windward Designer. While your final product may not seem very impressive, you will learn the basic skills to making any template! You will make a template which will output the product name and unit price for every product in the sample data, with each product separated by a line.
In situations where you want to output many records returned from a select, you can use a ForEach tag. The ForEach tag will generate output once for each record returned by its select. The ForEach tag itself will not insert data into the template, but rather stores data in a variable that can be used by other tags to generate output.
1. To place a ForEach tag, expand the drop down under the button “Tags” in the Windward ribbon and click “ForEach.”
2. Click enter to move to a new line, expand the drop down under the button “Tags” in the Windward ribbon, and click “EndForEach” to place a closing tag for the ForEach tag.
Now all of the content that you place between the ForEach and EndForEach tags will be generated once for each record returned by the ForEach tag’s select.
3. For the ForEach tag, you will select the Product table so that you can output information on each product. You can use the Tag Editor to easily create a query for your tag. Place your cursor on the “[forEach:]” tag that was inserted in your template and click the “Edit Tag” button in the Windward ribbon to open the Tag Editor.
4. In the Tag Tree, expand the table Salesforce and double-click the “Opportunity" table. This will automatically write a select for the Account table.
5. Click the “Save Tag” button. Congratulations! You have just inserted your first tag into your template!
6. On a new line after the ForEach tag, enter the text “Company Name:” and on the next line , create a 2x2 table, and label the first column "Expected Revenue", and the second column "Fiscal Year":
The “Company Name”, "Expected Revenue" and “Fiscal Year” text will be output for every product returned by your ForEach tag’s select.
Out tags will be used to insert data into your final report. These tags will output the Product Name and Unit Price for each product after these labels.
7. Place your cursor after the “Name:” text, and click “Tags” in the Windward ribbon and click “Out.” This places an Out tag at the location of the cursor.
8. Open the tag Editor by placing your cursor on the Out tag and clicking “Edit Tag.” Alternatively, you can double click on the tag you wish to edit:
9. You can now see your ForEach variable in the tag editor since the Out tag occurs in the template between the ForEach tag and the EndForEach tag. In the Tag Tree, expand <wr:forEach> -> varName1 and double-click “Name.” This automatically queries the Name currently held by the ForEach variable. Then click "Save Tag"
10. Place your cursor after the empty cell under the "Expected Revenue" column. First add a '$', and then click “Tags” in the Windward ribbon and click “Out.” This places an out tag at the location of the cursor.
11. Open the tag Editor by placing your cursor on the Out tag and clicking “Edit Tag.”
12. You can now see your ForEach variable in the tag editor since the Out tag occurs in the template between the ForEach tag and the EndForEach tag. Expand <wr:forEach> -> varName1 and double click Expected Revenue. This automatically queries the expected revenue currently held by the ForEach tag.
Then click Save Tag.
13. Now do the same for the Fiscal Year column. Add an out tag, edit the tag so that it prints the fiscal year, and save the tag:
14,Before the [:forEach] tag, type "---", and then hit enter. This will generate a line break between each output:
Now you are all finished with your template design!
Step 4 - Output
1. Save your template. You can save your template to anywhere you want on your machine and give it any name you want. Be sure to save it as a “.docx” document.
2. In the “Windward” tab, click the “Output” button and from the drop down select “DOCX.”
Your template will output, and you should see a list of Account names and their ID with each account separated by a line.
Congratulations! You have created your first template in Windward Designer and produced your first output!