Automated Document Generation in Salesforce

Eliminate manual document creation with AI-powered automation. Generate, store, and attach dynamic, data-driven documents in Salesforce—triggered by record changes, platform events, and workflow actions.

CloudFiles Document Generation

Loved and trusted

by companies across industries — from finance, real estate to healthcare.

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Existing Doc Gen Tools Lack True Automation!

Most document generation tools in Salesforce fall short when it comes to real-time automation, intelligent data handling, and seamless integration with workflows. They require manual intervention, complex configurations, or lack event-driven execution, making them inefficient for dynamic business processes.

Limited or No Event-Driven Generation

Most tools lack true automation—users must manually trigger document creation or rely on limited scheduling options. CloudFiles automates document generation entirely, using record-triggered flows and platform events for real-time, hands-free execution.Manually entering data, formatting content, and generating documents leads to delays and human errors, reducing efficiency.

Complex Setup & Rigid Templates

Traditional solutions require complicated configurations and static templates that don’t adapt to dynamic business rules. CloudFiles enables intelligent template selection, dynamic data population, and conditional content logic, ensuring highly flexible document generation.

Poor Salesforce Flow & Platform Event Integration

Many tools fail to integrate deeply with Salesforce Flow Builder & Platform Events, leading to disjointed processes and limited automation capabilities. CloudFiles Doc Gen is natively built for Salesforce automation, ensuring seamless trigger-based document workflows.

No Smart Document Management

Competitor solutions generate documents but lack automated storage, retrieval, and sharing—forcing users to manually attach and organize files. CloudFiles automatically stores, attaches, and links generated documents to the right Salesforce records, ensuring easy access and compliance.

Scalability & Bulk Processing Limitations

Most document generators struggle with bulk processing and can’t efficiently scale across large datasets. CloudFiles Doc Gen supports bulk automation, high-volume document generation, and multi-step workflows, making it ideal for enterprises.

These shortcomings lead to manual work, fragmented processes, and poor scalability—hindering true document automation in Salesforce.

Meet CloudFiles Automated Document Generation

CloudFiles Doc Gen eliminates manual effort by automating document creation, linking, and storage based on Salesforce triggers and platform events.

Trigger-Based Generation

Create documents automatically when it matters most

  • Fire generation on record creation or updates
  • Use Flow Actions and Platform Events to configure triggers
  • Ensure hands-free, real-time execution
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CloudFiles automated doc gen

Dynamic Templates

Create flexible, data-driven templates across Microsoft Office formats, then generate branded documents in the format you need.

  • Build templates in Word, Excel, or PowerPoint with dynamic actions
  • Merge Salesforce data (standard and custom objects) and collect runtime inputs through Screen Flows
  • Generate documents as PDF, DOCX, XLSX, or PPTX, including optional PDF encryption for security
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Bulk & Scheduled Generation

Scale document generation without compromising performance.

  • Process high-volume batches using scheduled Flows or Apex-invoked automation
  • Execute synchronously for real-time results or asynchronously for background processing
  • Combine multiple files in parallel and deliver consolidated outputs efficiently
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Multi-Format Output & Secure Storage

Deliver and manage documents securely across your Salesforce environment.

  • Generate outputs in DOCX, XLSX, PPTX, or PDF formats
  • Apply PDF encryption and version control to maintain compliance and data integrity
  • Configure sharing settings and access permissions for internal users and external stakeholders
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Used across industries

CloudFiles’ document management streamlines marketing and sales workflows, boosting efficiency while saving time and money.
fin

Financial Services

Automate loan documents, manage KYC forms, and ensure compliance. Speed up client reporting and improve data privacy with AI-powered workflows.
Banking
Insurance
Wealth
Assets
Learn more ->
Non Profit

Non-Profit

Simplify grants, automate reports, and manage volunteer data. Enhance relief efforts and fundraising while meeting compliance standards.
Environment
Housing
Social
Relief
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tech

Technology & IT

Manage documentation, automate contracts, & track compliance. Securely share specs, use analytics, & improve privacy with advanced workflows.
Software
Hardware
Cloud
ITSM
Learn more ->

CloudFiles Use-Cases

See how CloudFiles helps streamline workflows in Salesforce

gov

Quick Templates Selection

Govt. contractors generate accurate quotes from hundreds of formats to get paid quickly

food

Meal Planning

Food companies generate meal plans and send them as email attachments for their audience

Professional Services

Dynamic Invoices

Service providers create branded invoices in seconds, pulling live billing data to ensure accuracy and compliance

CloudFiles Automated Generation is a game-changer.

But don’t just take it from us.

Salesforce appexchange ratings

4.9/5

Capterra

4.8/5

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4.5/5

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    "CloudFiles is an excellent, easy-to-use app. It quickly solved our Salesforce to SharePoint file transfer crisis with seamless implementation and outstanding customer support. Highly recommend!"

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    Vishal Talpallikar

    Aviva

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    "CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!"

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    Irwin Mencias

    Mālama Solar

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    "CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses."

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    Latha Davuluri

    W. R. Grace & Co.

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    "CloudFiles' SharePoint/Salesforce integration is excellent. The team is collaborative, responsive, and highly knowledgeable. They go the extra mile to meet our needs. Highly recommend."

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    Adam Ady

    Anteriad

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    "CloudFiles is incredibly robust and handles our document processes flawlessly. The highly responsive team are true problem solvers. Worth every dollar. Absolutely recommend for Salesforce."

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    Victor Villalobos

    The Financial Interior, LLP

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    "CloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration."

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    Oscar Chacón

    Sagicor Financial Corporation

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    "Flawless app with exceptional support. CloudFiles exceeds expectations in testing, implementation, migration, and automation. Highly recommend exploring this solution for connecting file storage to Salesforce"

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    Mark Salib

    BDA Partners

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    "Using CloudFiles' SharePoint integration with Salesforce has saved us on data storage costs. Their support and flow templates for file permissions are excellent. Highly recommended!"

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    Ed Pashkin

    Rainforest Alliance

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    "CloudFiles has has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended."

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    Jeremy Ahoyo

    Atlante

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    Stay compliant & secure.

    We work with independent experts to verify our security, privacy and compliance controls, and have achieved certification against stringent standards.
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    CloudFiles’ document management streamlines marketing and sales workflows, boosting efficiency while saving time and money.

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