Document Generation
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Configuration
Template Builder Setup
Connect CloudFiles Add-in to Salesforce
Integrating the CloudFiles Add-in with your Salesforce Org allows you to create and manage document templates directly within Microsoft Word, Excel, and PowerPoint using Salesforce data. Follow these steps to connect the add-in and start building dynamic templates:
- Open Microsoft Word, Excel, or PowerPoint and navigate to the Add-ins section.
- Launch the CloudFiles add-in from the available options.
- Click Sign in and select your Salesforce Org to enable document generation.
- In the Sign-in sidebar, choose one of the following:
- Production to connect to a Production Org.
- Sandbox to connect to a Sandbox Org.
- A Salesforce sign-in window will appear. Enter your Salesforce credentials and follow the on-screen instructions to complete authentication.
- Once successfully signed in, you can start designing document templates directly in Word, Excel, or PowerPoint, embedding Salesforce fields for automated data population.
With CloudFiles integrated, you can efficiently generate documents from Salesforce data while working within familiar Microsoft applications.
Your CloudFiles add-in is now connected to Salesforce, allowing you to create and automate document generation.
The following two images diaplay the CloudFiles Add in Microsoft Excel and Powerpoint respectively.
