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.
This article guides you through installing the CloudFiles Add-in in Microsoft Word, Excel, and PowerPoint via Microsoft AppSource.
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.