How to Create Flow to Bring Salesforce Fields to Word
Noca Word Add-In
Create Flow to Bring Fields in your Template
In this guide, you’ll set up a NOCA flow that pulls live data from a system of record like Salesforce and inserts it directly into a Microsoft Word document. We’ll create a flow from the NOCA Word add in, configure it in NOCA to read a Salesforce Opportunity by ID, publish it, then add it to Word and preview your document with real data.
Watch & Learn
Follow these steps to add and configure it:
Steps:
1
Start in Microsoft Word and create a new flow
- Open Microsoft Word and launch the Noca Word add-in
- Click Add a Flow
- Choose Create New Flow or select an existing flow
- Enter a prompt describing what you want, for example: Read Salesforce Opportunity
- Let Noca generate the flow from your prompt
2
Connect Salesforce to the flow
- Select your Salesforce connection
- Click confirm
- Wait for the flow to finish creating
3
Open the flow in Noca and review the setup
- Access the flow from your Noca account under My Flows
- Open the newly created flow
4
Configure the input parameter
- In the first Node ensure that you have a Parameter listed under the mapping where it says Parameters In
- Name the parameter, in this case we named it oppID
5
Confirm the Salesforce object and filter are correct
- Check the next node that pulls data from your system of record, in this case Salesforce
- Ensure that it is set to Read from the Opportunity Object
- Set the condition as follows:
- Opportunity ID equals the oppID parameter from the first node
- Opportunity ID equals the oppID parameter from the first node
6
Save and publish the flow so it can be used in Word
- Click go at the top of the screen under the title of the flow and confirm that the flow is live
7
Add the flow to your document template in Word
- In Microsoft Word find your flow in the list and click Add to add the flow to the document
8
Insert the Salesforce fields into the document
- Use the added flow to insert fields from Salesforce in the word document
- Insert the fields you want, for example:
- Name (Opportunity Name)
- Stage (Opportunity Stage)
- Format the document however you want with titles, fonts, tables, and layout
9
Preview the document with live data
- Open the Preview tab in the Noca add in
- Paste a real Opportunity ID from Salesforce
- Click Generate Preview
- Watch your document come to life
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