Document Generation

Configuration

This section is the foundation for using CloudFiles in Salesforce. It guides you through setting up your CloudFiles Account, building Templates in Microsoft Word, excel and Powerpoint, Managing Users and much more.

This guide walks you through setting up a CloudFiles Account in Salesforce after installation. You'll learn how to access the CloudFiles App, connect your Salesforce Org, and verify the integration.

This guide explains how to install the CloudFiles Add-in in Microsoft Word, Excel, and PowerPoint via Microsoft AppSource and connect it to Salesforce. It covers the setup process, including signing into your Sandbox Org, and authenticating with Salesforce

Controlling user access and permissions is crucial for maintaining security and efficiency. This section covers:

  • User Permissions – Define and assign roles to control access.
  • License Management – Manage CloudFiles user licenses to ensure only authorized users have access.