---
title: Creating Salesforce Automated Templates
description: To create documents from Salesforce, you need to first create a Salesforce automated template in Concord. If you already have a template that you would like to use as a Salesforce automated template,
---
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# Creating Salesforce Automated Templates
To create documents from Salesforce, you need to first create a Salesforce automated template in Concord.
### Creating a Salesforce automated template
1. From Home, click **+ New Document** button in the sidebar
2. Click **Create Template**
3. Select **Salesforce Template**
4. Write a template from scratch or import a Word file
- *Note: Templates cannot be PDF/Word mode documents. *
5. Enter a title
6. Click **Save**
### Converting a standard template to an automated template
If you already have a template that you would like to use as a Salesforce automated template, you can change it to an automated template.
1. Open the template to be converted
2. Open the **File** menu
3. Select **Automate template**
4. In the 'Select an automated template type' pop-up, choose the **Salesforce** option.
*For more information on automating with Excel, [visit here](https://support.concordnow.com/hc/en-us/articles/204428085-Create-an-Automated-Template-with-Excel?hsLang=en). *
- The automated template will be available in the **Templates** tab to the left of the home page.
### Adding Salesforce fields
Once you have created your Salesforce automated template, you can insert Salesforce fields. Salesforce fields are synchronized with the fields configured in your Salesforce account that is integrated with your Concord account. Inserted Salesforce fields will be populated automatically when you generate a document in Salesforce from the automated template.
1. Click **Edit**
2. Place your cursor where you would like the field to be inserted
3. Open the **Insert **menu in the editing toolbar
4. Select **Salesforce field**
5. Select the field you would like to insert
6. Click **Add**
- Once you have created the Salesforce automated template in Concord and inserted one or more Salesforce fields into the document, the automated template will be immediately available for use from your **Salesforce Opportunities**.
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