Connect CloudFiles Add-in to Salesforce

connecting 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