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Set up CloudFiles Document Generation in Salesforce and start creating dynamic, data-driven documents in minutes.
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
Smart templates. Real-time data. Instant documents.
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.
100% Salesforce-Native & Secure
No external data transfers. All document generation happens within your Salesforce org — with enterprise-grade compliance.
Resources to Help You Dive Deeper
Discover how CloudFiles delivers real impact — one feature, use case, and customer at a time.
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.
Always.
We work with independent experts to verify our security, privacy and compliance controls, and have achieved certification against stringent standards.
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