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CloudFiles Document Generation Demo Video
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Installation & Configuration
Includes everything from installing to connecting your account, managing permissions, and integrating with Salesforce and Microsoft Office.
Template Creation
Design templates using the CloudFiles Add-in for Microsoft Office. Map Salesforce data fields, preview, and publish documents tailored to each record.
Generating Documents
Use the CloudFiles Document Generation Lightning Web Component (LWC) and Flow Actions to generate Word or PDF documents — manually or automatically.
Why teams choose CloudFiles for generation
Built to Work Across Teams & Templates
Create and reuse tailored templates across departments for consistent, brand-aligned documents.
Dynamic Templates with Merge Fields & Logic
Use merge tags, conditional logic, and field mapping to create intelligent, context-aware templates that adjust to each record.
Runs Natively in Salesforce
Generate straight from the record without leaving Salesforce. Documents are delivered to your own storage — with enterprise-grade compliance.
Resources to help you dive deeper
Explore Features
Unpack the powerful features that let you build dynamic templates and generate documents with Salesforce data.
Explore Use Cases
See how teams across sales, legal, HR, and ops streamline document creation with automation and zero manual effort.
Explore Case Studies
Learn how businesses simplified complex document workflows and cut turnaround times with CloudFiles Document Generation.
Explore Test Drives
Experience real-world Document Generation use cases instantly — no setup, no configuration. Fill your info to access the test drive org. Once the test-drive is open, navigate to this article within the Instructions tab of the Test Drive.
Stay compliant & secure.
CloudFiles is independently audited for SOC 2 Type II, certified to ISO 27001, and compliant with HIPAA and GDPR. Data residency is supported in the US, EU, UK, and AU. Your files stay in your own storage — CloudFiles never re-hosts them — and are not used to train our AI models.
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You are one Click Away from Smarter Docs. Join 1000+ teams using CloudFiles to streamline workflows, cutting document chaos by 75% while saving hours every week.