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.
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.
- Click
Create document
button - Choose a file
- Click
Save back to Salesforce
- 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
- Start the document creation flow
- Choose a file
- Click
Other actions
- Click
Save to Salesforce
- Click
Save to Salesforce
- Select the correct location
- Click
Save to Location
- The file will be saved to the location and you will be redirected to Salesforce
Templafy Library
- Open the Library pane
- Click
Export this document/presentation/spreadsheet
- Click
Save to Salesforce
- Click
Save to Salesforce
- Select the correct location
- Click
Save to Location
- The file will be saved to the Salesforce location
- Access your document by clicking
Go to document
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