# Configuration

Overview of the Salesforce Configuration section covering CloudFiles Account Setup, Doc Gen Widget Setup, Template Builder Setup, Usage, and User Management.

> Kind: Guide · Updated: Jul 4, 2026

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.

1. **CloudFiles Account Setup** — 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.
2. **Doc Gen Widget Set-up** — In this article, we cover how CloudFiles Document Generation helps create DOCX and PDF files using Salesforce data. It allows users to select templates directly from Salesforce records and generate documents, using the CloudFiles Word Add-in for template design and field mapping.
3. **Template Builder Setup** — 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
4. **Usage** — This guide covers the Usage Dashboard under Document Generation in Salesforce. It provides real-time visibility into document generation activities, consumption trends, and credit usage analytics.
5. **User Management** — 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.