> For the complete documentation index, see [llms.txt](https://university.gonexa.fr/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://university.gonexa.fr/doc/en/advanced-features.md).

# Advanced training

- [Create a PDF, Excel & PowerPoint document template](https://university.gonexa.fr/doc/en/advanced-features/pdf-excel-powerpoint-templates.md): Create document templates in PDF (form), Excel (XLSX) and PowerPoint (PPTX) input formats.
- [Create a PDF document template](https://university.gonexa.fr/doc/en/advanced-features/pdf-excel-powerpoint-templates/create-pdf-template.md): Create a document template in PDF input format so that the recipient can fill in specific information.
- [Create an Excel document template](https://university.gonexa.fr/doc/en/advanced-features/pdf-excel-powerpoint-templates/create-excel-template.md): Create a document template in XLSX input format
- [Create a PowerPoint document template](https://university.gonexa.fr/doc/en/advanced-features/pdf-excel-powerpoint-templates/create-powerpoint-template.md): Create a document template in PPTX input format
- [Tag extensions](https://university.gonexa.fr/doc/en/advanced-features/tag-extensions.md): Add extensions to your tags to format dates and numbers, make calculations, manage Rich Text fields, images, partial display, links and letter case.
- [Format dates and numbers](https://university.gonexa.fr/doc/en/advanced-features/tag-extensions/format-dates-and-numbers.md): Specify the format of a date or a number to make it easier to read, using the many available tag extensions.
- [Make calculations (SUM, COUNT)](https://university.gonexa.fr/doc/en/advanced-features/tag-extensions/calculations-sum-count.md): Make a product subtotal or simply count the number of products
- [Manage "Rich Text" fields](https://university.gonexa.fr/doc/en/advanced-features/tag-extensions/rich-text-fields.md): By default, the Salesforce formatting is applied to the content of a rich text field placed in a Word document at generation. Add one or more tag extensions to change these settings.
- [Display dynamic images](https://university.gonexa.fr/doc/en/advanced-features/tag-extensions/dynamic-images.md): Make sure the image is displayed exactly the way you want
- [Partially display a text field](https://university.gonexa.fr/doc/en/advanced-features/tag-extensions/truncate-text-field.md): Choose the number of characters of a field to display
- [Insert a clickable URL in text](https://university.gonexa.fr/doc/en/advanced-features/tag-extensions/clickable-url-in-text.md): Turn text into a clickable link in Word
- [Convert text to uppercase or lowercase](https://university.gonexa.fr/doc/en/advanced-features/tag-extensions/uppercase-lowercase-text.md): Choose to display the value of a field in uppercase or lowercase
- [Related template](https://university.gonexa.fr/doc/en/advanced-features/related-templates.md): Add related document templates (static, dynamic, multiple or chart) after a main template, such as appendices.
- [Choose the related document type](https://university.gonexa.fr/doc/en/advanced-features/related-templates/choose-related-document-type.md): Create and configure the main document template
- [Link an existing related document template](https://university.gonexa.fr/doc/en/advanced-features/related-templates/link-existing-related-template.md): If a related template must be linked to several main templates, link them together depending on where you are
- [Add display conditions to a related document](https://university.gonexa.fr/doc/en/advanced-features/related-templates/related-document-display-conditions.md): Add conditions on the link between the main and related documents to define when the related document is added
- [Create a related chart](https://university.gonexa.fr/doc/en/advanced-features/related-templates/create-related-chart.md): This related template is a technical appendix used to create charts from Excel data and display them in a Word or PowerPoint document.
- [Translation template](https://university.gonexa.fr/doc/en/advanced-features/translation-template.md): Create Translation document templates to generate a main template in several languages and manage multiple currencies.
- [Prepare translations in Salesforce](https://university.gonexa.fr/doc/en/advanced-features/translation-template/prepare-translations-in-salesforce.md): From Setup, go to "Translation Language Settings" and click the "Enable" button
- [Create a translation template](https://university.gonexa.fr/doc/en/advanced-features/translation-template/create-translation-template.md): A Translation document template is used to translate a main document.
- [Manage multiple currencies](https://university.gonexa.fr/doc/en/advanced-features/translation-template/multi-currency.md): From Setup, search for "Manage Currencies"
- [Custom query](https://university.gonexa.fr/doc/en/advanced-features/custom-query.md): Custom queries let you navigate the Salesforce object model without necessarily having a link with the starting context.
- [Create a custom query with a single result](https://university.gonexa.fr/doc/en/advanced-features/custom-query/custom-query-single-result.md): Retrieve the decision-maker contact linked to my account
- [Create a custom query with multiple results](https://university.gonexa.fr/doc/en/advanced-features/custom-query/custom-query-multiple-results.md): With a custom query that returns multiple results, the chosen object may or may not be linked to the main object. It will be displayed in a table in the document.
- [Flows & Gonexa](https://university.gonexa.fr/doc/en/advanced-features/doc-and-flows.md): Automate actions around document generation by leveraging the power of Salesforce flows.
- [The Flow Org: pre-built flow examples](https://university.gonexa.fr/doc/en/advanced-features/doc-and-flows/flow-examples-org.md): Explore our example flows in a read-only Salesforce demo org, with no credentials required.
- [Gonexa Doc flow basics](https://university.gonexa.fr/doc/en/advanced-features/doc-and-flows/flow-basics.md): Save time and eliminate repetitive tasks with Salesforce flow actions.
- [Generate a document automatically with a flow](https://university.gonexa.fr/doc/en/advanced-features/doc-and-flows/generate-document-with-flow.md): Our best-known action, which lets you generate a document automatically
- [Generate documents in bulk with a flow](https://university.gonexa.fr/doc/en/advanced-features/doc-and-flows/bulk-generate-documents-with-flow.md): Whether from a list view or from a trigger, generate documents in bulk
- [Insert dynamic variables in a flow](https://university.gonexa.fr/doc/en/advanced-features/doc-and-flows/dynamic-variables-in-flow.md): Use a flow variable as data in a document
- [Convert to PDF and merge documents](https://university.gonexa.fr/doc/en/advanced-features/doc-and-flows/convert-to-pdf-and-merge.md): Use this flow action to convert or merge documents
- [Add dynamic data filters](https://university.gonexa.fr/doc/en/advanced-features/doc-and-flows/dynamic-data-filters.md): Use dynamic filters in a flow to filter data
- [Email the generated document](https://university.gonexa.fr/doc/en/advanced-features/doc-and-flows/email-generated-document.md): Use a flow to send a document by email
- [Tag each generation in the log](https://university.gonexa.fr/doc/en/advanced-features/doc-and-flows/tag-generations-in-log.md): Tag each generation to better track and manage post-generation actions.


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