# Demo video - Document Generation

> See how CloudFiles Document Generation simplifies document creation in Salesforce. Automate templates, merge data, and generate documents with ease.

## Watch Document Generation Demo

[CloudFiles Document Generation Demo Video](https://www.youtube.com/watch?v=v8qm5ADWjmU)

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## Get started in 2 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.

*Smart templates. Real-time data. Instant documents.*

## 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.

[Try Now](https://help.cloudfiles.io/salesforce/document-generation-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.

Certifications: SOC 2 (Type II), HIPAA (Compliant), ISO 27001 (Certified), GDPR (Compliant)

[Security overview](/security)

## Book a Demo

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.

[Book a Demo](https://meet.cloudfiles.io/salesforce?utm_content=sf-document-generation-demo-footer)