Salesforce Connect for Office – the missing bits

Written by John Dray (CEO)

19th August 2014

Salesforce Connect for Office is a brilliant utility that allows you to import information directly from your Salesforce Org into either Word (for mail merge) or Excel for data manipulation.

It has recently been updated to version

If you are using Office 2007, then the installation works faultlessly. However, if you are using Microsoft Office 2010 or later the requisite template files do not get installed. Just to give you a bit of  help, I have zipped them up into a zip file

Just put the files into STARTUP (for the Word templates) and XLSTART (for the Excel templates) in your c:\Program Files\Microsoft Office\Office 14 or  c:\Program Files (x86)\Microsoft Office\Office 14 folder. (The folder will be different for Office 2013. I have been unable to test it.)

When you run Word or Excel, you will get a security warning. Just click to allow and you will be able to import Salesforce data directly into the application. Enjoy!

(Due to the security model of Office, you will always get a warning when you run Word or Excel.)

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