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 cloudfiles account setup docid\ xzw1k8mwv563lya9qnsp8 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 template builder setup docid\ ez 0n5yay5b5sofv4 fbf 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 user management docid\ gywh3mnr46vpccahenokf 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