X-Author for Excel for Salesforce

Adobe Sign Services Advantage Platform Administration Agreements AiMe Approvals for Advantage Platform Approvals for Salesforce Billing for Advantage Platform Billing for Salesforce CLM for Advantage Platform CLM for Salesforce Contracts for Salesforce Collaborate Composer for Advantage Platform Composer for Salesforce Contracts Conga for Google Docs Conga Upgrade Program Contract Intelligence (Standalone)Contribution Management System CPQ for Advantage Platform CPQ for Salesforce Deal Maximizer Digital Commerce for Advantage Platform Digital Commerce for Salesforce Discovery for Advantage Platform Discovery AI for Salesforce Docusign Services eSignature Integration with Advantage Platform Grid Invoice Generation Mix Forms Orchestrate Order Management for Advantage Platform Order Management for Salesforce Partner Commerce for Advantage Platform Partner Commerce for Salesforce Price Management Price Optimization Pricing Solution Suite Quote Generation Real Time Pricing Engine Sign for Advantage Platform Sign for Salesforce Smart CPQ Smart Search Subscriptions Test Author TurboEngines X-Author for Contracts 1.0 (Classic)X-Author for Contracts X-Author for Contracts Advanced for Advantage Platform X-Author for Contracts Advanced for Salesforce X-Author for Excel for Advantage Platform X-Author for Excel for Salesforce X-Author for Migration Manager for Advantage Platform X-Author for Migration Manager Conga Tech Pubs Playground Release Notes General Docs by Release

Adobe Sign Services Advantage Platform Administration Agreements AiMe Approvals for Advantage Platform Approvals for Salesforce Billing for Advantage Platform Billing for Salesforce CLM for Advantage Platform CLM for Salesforce Contracts for Salesforce Collaborate Composer for Advantage Platform Composer for Salesforce Contracts Conga for Google Docs Conga Upgrade Program Contract Intelligence (Standalone)Contribution Management System CPQ for Advantage Platform CPQ for Salesforce Deal Maximizer Digital Commerce for Advantage Platform Digital Commerce for Salesforce Discovery for Advantage Platform Discovery AI for Salesforce Docusign Services eSignature Integration with Advantage Platform Grid Invoice Generation Mix Forms Orchestrate Order Management for Advantage Platform Order Management for Salesforce Partner Commerce for Advantage Platform Partner Commerce for Salesforce Price Management Price Optimization Pricing Solution Suite Quote Generation Real Time Pricing Engine Sign for Advantage Platform Sign for Salesforce Smart CPQ Smart Search Subscriptions Test Author TurboEngines X-Author for Contracts 1.0 (Classic)X-Author for Contracts X-Author for Contracts Advanced for Advantage Platform X-Author for Contracts Advanced for Salesforce X-Author for Excel for Advantage Platform X-Author for Excel for Salesforce X-Author for Migration Manager for Advantage Platform X-Author for Migration Manager Conga Tech Pubs Playground Release Notes General Docs by Release

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X-Author for Excel for Salesforce

X-Author for Excel for Salesforce Contents

About this Guide

What's New in X-Author for Excel

Installing X-Author for Excel

Post Installation/Upgrade Tasks

Getting Started with X-Author for Excel

Designing Apps

Previewing Apps

Managing Apps

Using Advanced App Design

Uploading or Downloading Salesforce Files

Uploading or Downloading File Attachments

Mapping Records into Columns and Rows

Creating Look Aheads

Creating External Actions

Launching an X-Author for Excel App from Salesforce

Launching an X-Author for Excel App from Microsoft Dynamics

Launching an X-Author for Excel App from Apttus Omni

X-Author for Excel Runtime Functions

Enabling and Using Favorite Filters in Queries

Configuring Presto Apps

Glossary of X-Author for Excel Terms

Conga Customer Community & Learning Center Resources

Using Advanced App Design

The following sections provide step-by-step instructions for advanced app design features.

Salesforce

X-Author for Excel

June 11, 2025