AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

VirtueDocs - Work with your Salesforce Documents in Office Online

Integrate Salesforce with Word, Excel and PowerPoint! - 14 day trial!

Overview

  • Edit your Word, Excel and PowerPoint files in your Browser without ever saving them to your local device

  • Create new Office documents on-the-fly from any Salesforce record

  • Use your Office Desktop Apps for editing and save your changes back to Salesforce with just one click

VirtueDocs is a brand new AddOn for your Salesforce® Customer Relationship Platform. Most Salesforce Users are facing more or less the same question: how to integrate all the various Office Documents that you need for daily business in Salesforce? Business letters, quotes, calculations and presentations can be stored in Salesforce Files - but when you need to edit them, the real pain begins. This is, where VirtueDocs comes in! VirtueDocs allows you to edit all your Office Documents (Word, Excel and PowerPoint) directly from Salesforce with Microsoft Office Online - in your Browser, on Windows, Mac oder Linux. All you need is an Office 365 / Microsoft 365 subscription that contains Office Online Apps (like Business, Business Premium or the enterprise plans). And even more: you can create new Office Documents directly from every record page in Salesforce, they are immediately stored at the right place.

Categories

Business Needs
Document Management
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Managed Package