To permit Designers to assign apps they have created to users and use the Launch from Salesforce feature, a Salesforce admin must add two buttons to the App Page Layout: the Assign button and the Excel Setup button.

For Microsoft Dynamics instructions, refer to Launching an X-Author for Excel App from Microsoft Dynamics.

To add the Assign button in Salesforce

  1. Go to Setup > App Setup > Create > Objects.
  2. Click the App object.
  3. Hover over the Page Layouts button (located at the top of the page) and click Edit next to Application Layout.



  4. In the left panel, click Buttons.
  5. If the Assign button is not displayed as shown in the following figure, you will need to add it for designers.

     

Add the assign button to the layout that leads you to the user profile page.

To add the Excel App Setup button in Salesforce

Designers must have the Excel App Setup button added to their layout on the Apps List view to use the Launch from Salesforce feature.

  1. Log in to Salesforce and go to Setup > Create > Objects and click App.

  2. From the top of the page, click Search Layouts.

  3. Click Edit next to Apps List View and move Excel App Setup to Selected Buttons.



  4. Click Save.