Force.com Connect for Microsoft Office integrates Microsoft Office with Salesforce. Connect for Office includes an Excel add-in and a Word add-in.
The system requirements for Connect for Office are:
- Microsoft® Office 2000, XP (2002), 2003, or 2007
- Microsoft® Windows 2000, XP, or Vista™ (32-bit only; 64-bit is not supported)
Additional Information available at Force.com Connect for Microsoft Office® Overview
Getting Started
Close ALL Microsoft Office Programs:
- Outlook
- Excel
- Word
Navigate to Setup
In Advologix, click Your Name ➤ Setup
Navigate to Connect for Office
In Setup, click Desktop Integration ➤ Connect for Office.
Connect for Office Setup
Click Install Now.
Install Prompt
Click Yes when prompted to install Connect for Office.We recommend that you accept the default installation folder suggested by the installer.
Verifying SForceOffice.exe
Wait while Installation Wizard loads
Install Shield Wizard - Welcome Screen
Click Next
Install Shield Wizard - Program Maintenance Screen
Leave default of Modify
Click Next
Install Shield Wizard - Custom Setup Screen
Click Next
Install Shield Wizard - Ready to Modify Program Screen
Click Install
Install Shield Wizard - Installation Screen
Wait while Installation Wizard installs Connect for Office Edition
Install Shield Wizard - Installation Completed Screen
Click Finish
Verify Salesforce.com Toolbar is Available - Word 2007
After the installation completes, open Word, and look for the new toolbar that contains
a salesforce.com drop-down menu.
- When opening Word, you may be prompted to enable macros from salesforce.com. Please enable the macros and always accept salesforce.com as a macro publisher. The Connect for Office Word add-in works only if the macros are enabled.
- The Connect for Office installer edits the Microsoft Windows registry on your computer. If you have insufficient privileges to edit your computer’s registry, contact your IT department.
Integration with Microsoft Word
The Word add-in helps you create mail merge templates for use with Salesforce’s online mail merge utility. The Word add-in allows you to quickly and easily insert Salesforce merge fields into a Word mail merge template. For additional usage information see Using Word Integration
Verify Salesforce.com Toolbar is Available: Excel 2007
After the installation completes, open Excel, and look for the new toolbar that contains a salesforce.com drop-down menu.
Integration with Microsoft Excel
The Excel add-in securely delivers your Salesforce reports into Excel in real time with a simple interface. You create the reports you need in Salesforce, then pull them into an Excel worksheet, and optionally use Excel’s formulas, charts, and pivot tables to customize and analyze your data. As a last step, you can distribute your customized Excel worksheets via the Documents tab, allowing all users to track customized analytics in real time. For additional usage information see Using Excel Integration