1. Close all Microsoft® Office programs, including Word, Excel®, and Outlook®.
2. From your personal settings, enter Office in the Quick Find box, then select Connect for Office.TipIf you can’t see the download page, ask your administratorfor access.
3. Click Install Now.
4. Click Yes when prompted to install Connect for Office. We recommend that you install Connect for Office to the default folder suggested by the installer.
5. After the installation completes, open Excel or Word, and select the Salesforce menu to begin using Connect for Office.
6. The first time you open Word, you are prompted to enable macros from Salesforce. You must enable the macros and accept Salesforce as a macro publisher to use the Word add-in.