Document Generation
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Configuration
Template Builder Setup
How to Install CloudFiles Add-In
The CloudFiles add-in connects CloudFiles with your Salesforce Org, enabling template creation with Salesforce data You can install the add-in for Microsoft Word, Excel, and PowerPoint, allowing you to design templates directly.
A valid Microsoft account is necessary to complete the installation successfully and access the CloudFiles add-in.
- Open Microsoft Word, Excel, or PowerPoint on your PC.
- Navigate to the Home tab and click on Add-ins to explore the available options.
- In the Add-ins window, select + More Add-ins to open the Office Add-ins marketplace.
- Click on Microsoft AppSource, which will redirect you to the AppSource page.
- In the search bar, type CloudFiles and look for the relevant add-in in the search results.
- Click on Get it now to begin the installation process. Follow the on-screen prompts to complete the installation.
- Once the installation is complete, click on Open in Word/Excel/PowerPoint to launch the CloudFiles add-in.
- The New Office Add-in sidebar will appear. Click on Allow and Continue to grant the necessary permissions and enable the add-in for use.
Your CloudFiles add-in is now successfully installed and ready to be used within your Microsoft Office applications.
Since the CloudFiles add-in is linked to your Microsoft account, once installed in one application (Word, Excel, or PowerPoint), it will automatically be available in the other two.
The following two images diaplay the CloudFiles Add in Microsoft Excel and Powerpoint respectively
Microsoft Excel
Microsoft Powerpoint