How to Insert Conditional Statements in a Word Document Template

Conditional statements allow you to dynamically control what content appears in a generated document based on the values of Salesforce fields or parameters. This ensures that documents are context-specific and tailored for each recipient without requiring multiple template versions.

Step 1: Open your template in MS Word.

Step 2: Navigate to the Insert tab and click on Quick Parts.

Step 3: Select Field… from the dropdown.

Step 4: In the Field Name list, choose IF and click OK.

Step 5: Right-click on the placeholder text (Error! Missing test condition) and select Toggle Field Codes. 

Step 6: Enter your conditional statement logic.

Example:

If UpsellOpportunity__c field is Yes then a different text to be shown else some other text.

Step 7: Right-click on the placeholder text (Error! Missing test condition) and select Toggle Field Codes.

✅ Your template is now ready to use with conditional statements.

OUTPUT 1

OUTPUT 2

We hope this helps!