How to use Salesforce integration?

About this article

With Templafy Salesforce integration end-users can directly create Templafy templates from within Salesforce as well as save back documents from Office, and SharePoint, any other supported application directly back to Salesforce.

• Create templates from Salesforce 
• Save documents, presentations, and spreadsheets to Salesforce 

Prerequisites

Create templates from Salesforce 

With the Templafy integration with Salesforce, you will be able to create templates and save them back to Salesforce. Creating templates will be accessible from Create document button in the Salesforce pages set up by your administrator. 

1. Click Create document button
2. Choose a file
3. Click Save back to Salesforce
4. The file will be saved to the location and you will be redirected to Salesforce

Save documents, presentations, and spreadsheets to Salesforce 

With the Templafy Salesforce integration, you can save files back to Google from anywhere when utilizing the document creation flow or from Templafy Library.

Document creation flow

1. Start the document creation flow
2. Choose a file
3. Click Other actions
4. Click Save to Salesforce
5. Click Save to Salesforce
6. Select the correct location
7. Click Save to Location
8. The file will be saved to the location and you will be redirected to Salesforce

Templafy Library

1. Open the Library pane
2. Click Save to...
3. Click Save a copy to Salesforce
4. Authenticate, if you haven't done so
5. Find and select the correct location
6. Click Save a copy to...
   The file will be saved to the folder and ca be accessed by clicking the link

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