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Sliick Docsv3.2.0
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Connect to Salesforce

The first time you open the pane, it asks you to choose a mode:

  • Demo mode: sample Account, Contact and Opportunity data, so you can try everything without a connection. Nothing is saved to an org, and the add-in does not connect to anything.
  • Connect to Salesforce: your org’s real objects and fields.

The context line at the top of the pane always shows your mode: an amber dot beside Demo, or a green dot beside your org’s address once you are connected. The footer names the org and the user you are signed in as. You can switch modes at any time from ⚙ Settings.

Your admin sets up the org once, first. If nobody has done the org setup yet, sign-in will not finish. The most common gap is the Enable CORS for OAuth endpoints setting, which shows up as “Can’t reach Salesforce.” after you sign in.

Connect

Section titled “Connect”
  1. Enter your Salesforce org URL. This is your My Domain address, for example https://yourcompany.my.salesforce.com.
  2. Click Connect to Salesforce.
  3. A Salesforce login window opens. Sign in as you normally would and approve access.

The pane then loads your org’s objects and fields. You stay signed in between sessions. To disconnect, use Sign out in Settings.

That is all most orgs need. If your admin has asked you to use your org’s own External Client App, open Advanced in Settings and paste in the consumer key they gave you. Leave it blank otherwise.

The add-in respects your Salesforce permissions: you only see objects and fields you already have access to.

You enter the org URL once per computer. The add-in remembers it only in the copy of Word you entered it in, so a second computer, or Word on the web as well as Word on the desktop, needs it again.

Sign in to a different org

Section titled “Sign in to a different org”

After you sign out, the pane shows which org it is pointed at and offers Use a different org… beside the sign-in button. This opens Settings, ready for you to type a new org URL. Changing the org clears everything loaded from the old one, including templates, fields and your test record, so nothing from one org carries over into another.

A sandbox and a production org are different orgs. If you pasted a consumer key under Advanced, each org needs its own key.