# Template Builder Setup

This guide walks you through installing the CloudFiles add-in in Microsoft Word, Excel, or PowerPoint and connecting it to your Salesforce account.

> Kind: Guide · Updated: Jul 4, 2026

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.

1. **How to Install CloudFiles Add-In** — This article guides you through installing the CloudFiles Add-in in Microsoft Word, Excel, and PowerPoint via Microsoft AppSource.
2. **Connect CloudFiles Add-in to Salesforce** — 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.