Why is the Salesforce button missing in Microsoft Word or Excel when Office Edition is installed
|Knowledge Article Number||000003880|
There are times when Salesforce Button is missing in Microsoft Word or Excel when office edition is installed.
Behavior 1 steps to resolve for Word / Excel 2007
For Excel: Navigate to C:\Program Files\Microsoft Office\Office12\XLSTART and click on OK
*If you are using a 64bit version of Microsoft Windows, you would need to browse and navigate to the following 2 folders instead
For Word: Navigate to C:\Program Files (x86)\Microsoft Office\Office12\Startup and click on OK
For Excel: Navigate to C:\Program Files (x86)\Microsoft Office\Office12\XLSTART and click on OK
Once you install the Connect for Office, 2 files are placed in each one of these folder so you need to make sure that the
sforce.dot AND sforce12.dotm
exist in the …\Office12\Startup folder and
SFDC.xla AND SFDC12.xlam
In the …\Office12\ XLSTART folder
Alternatively, click here to download the installer to your desktop. Once the file has been transferred, install Connect for Office by double-clicking the file.
Behavior 2 steps to resolve for Word / Excel 2003
When you start Microsoft Word/Excel for the first time after installing the Connect for Office, a ‘Security Warning’ window pops up prompting the user to ‘Disable Macros’. If user press the Enter key on the keyboard or accidently click on the ‘Disable Macros’ button, Microsoft Word or Excel will disable the Salesforce plug-in.
On the Security Warning’ window pops up window user must check the box for ‘Always trust macros from this publisher’ and click on ‘Enable Macros’ button.
If you are having trouble retaining or viewing the Connect for Office toolbar "Icon" in Word or Excel 2003 the following may help get them back.
The Office Edition plug-in may have been disabled during the installation and you may need to manually enable it. To do this:
1. Open Microsoft Word and go to Help | About Microsoft Office Word
2. Click the "Disabled Items" Button.
3. Highlight the sforce.dot item and click the "Enable" button then click "OK".
4. You need to restart Microsoft Word
5. Now the toolbar should be visible.
If you are still unable to see the toolbar move to Step B
1. In Microsoft Word go to the menu View | Toolbars
2. Ensure that the ‘Salesforce Office Edition Word (or Excel) Add-in’ is selected. You can select and deselect and select again if you want to try to get the icon visible.
If you are still unable to see the toolbar move to Step C
For Word 2003
The Connect for Office toolbar will not be visible in Microsoft Word 2003 if you started Microsoft Outlook 2003 before Microsoft Word 2003 and you have Microsoft Word as the default email editor. There is a known issue in Microsoft Word 2003 that affects all Visual Basic based macros.
To manually enable the sforce macro in Microsoft Word:
1. In Microsoft Word, click on Tools | Macro | Macros
2. Highlight the InitApplication row and click on "Run".
You can also start Microsoft Word 2003 before you start Microsoft Outlook 2003 or disable Microsoft Word as your default outlook email editor by going to Tools | Options | Mail Format tab and uncheck the box for “Use Microsoft Office Word 2003 to edit e-mail messages”
Also as I explained earlier, Macro Security causes the Salesforce Office Connect toolbar to appear the first time Word or Excel is run but will make the Salesforce Office Connect toolbar disappear after that. Likewise, if Office Connect is installed with the Macro Security set to High, it will hide the object from the Disabled Macros window so you will need to completely remove Office Connect if this is the case. This works for both Excel 2003 and Word 2003 and all previous versions.
1. Completely remove Office Connect
2. Open Word and:
-Go to Tools | Security | Macro Security and it set it to Medium or Low
3. Click the OK button twice
4. Completely close Word (Make sure the Word is not running the processes tab in the ‘Task Manager’ if it does, click on WORD.EXE process and click on “End Process” button)
5. Re-install Office Connect
6. Word and Excel should now have the Salesforce Office Connect toolbar.
If you are still unable to see the toolbar move to Step D
If you have tried all of the above suggestions, and are still running into trouble, please check to see if you have other plug-ins that may possibly interfering with Connect for Office plug-in, such as the Adobe Acrobat. If you have the Adobe Acrobat Writer plug-in installed (Note this refers to the WRITER plug-in and not the free Adobe Acrobat Reader), you will have to uninstall Acrobat and Office Edition. Afterward, reinstall Office Edition FIRST and then install Adobe Acrobat Writer. The two plug-ins should be installed and work concurrently.
You can check if this is the case by clicking on
Tools | Templates & Add-ins in Word.
However, if the problem persists, you will have to temporarily disable the Adobe Acrobat plug-in to use the Office Edition plug-in.
Click on Tools | Templates & Add-ins in Word.
Then deselect the pdfmaker.dot file and click OK. Restart Word if necessary and you should see the salesforce menu in the Word toolbar.
After you install the Salesforce Connect for Office