Insert Salesforce Contracts Connector for Word Add-In App Into Microsoft 365 Word

After your Salesforce admin deploys the Salesforce Contracts Connector for Word add-in, you can insert the app from Admin Managed.

1. Log in to your Microsoft 365 account.
2. Open a blank Microsoft 365 Word document.
3. From the menu, click Insert, then Add-ins.
4. Click Admin Managed.
5. Select Salesforce Contracts Connector for Word Add-in, and click Add.
   The add-in panel opens within the Microsoft 365 Word document. Since your Microsoft 365 account isn't linked with your Salesforce account, you would see an error message.
6. Link your Microsoft 365 account with your Salesforce account.
   1. From the App Launcher, find and select Contracts.
   2. Click New.
   3. Enter the contract information and save your changes.
   4. To generate a document using Microsoft 365 editor, from the contract document page, click Create Contract in Microsoft 365.
   5. Click Next.
   6. Click Link user account and then click Link Account.
   7. Click Go To Salesforce and click Retryand then clickOK.
      The Microsoft 365 editor opens.
   8. Click Home, and then click Add Ins.
   9. Select Salesforce Contracts Connector for Word.
      This completes the integration setup.