Document Generation
Configuration
Template Builder Setup
this guide will walk you through the process of installing the cloudfiles add in in microsoft word, excel, or powerpoint and connecting it to your salesforce account by completing these steps, you'll be able to create document templates within microsoft apps using salesforce data how to install cloudfiles add in docid\ yktuxpzxtaqwdbfw fylr this article guides you through installing the cloudfiles add in in microsoft word, excel, and powerpoint via microsoft appsource connect cloudfiles add in to salesforce docid 93wzdi0kzycddgmxargvr this article explains how to connect the cloudfiles add in to your salesforce org it walks through the sign in process, and authenticating with salesforce