Connected Ecosystem Layer for Salesforce Document Generation
CloudFiles extends generation beyond templates - so you can route outputs to e-sign, portals, mobile users, external apps, connected storage without leaving Salesforce.
What you can do with Connected Ecosystem Layer
Integrated e-Signature Support
Send documents for signature directly and keep the signing lifecycle inside Salesforce.
- Use DocuSign, with a provider framework that supports Adobe Sign and others as they’re added.
- Insert signature, initials, text, checkbox, and date fields inside DOCX/PDF templates during design.
- Pull signer details from Salesforce fields, roles, lookups, or runtime inputs.
- Trigger signing from widget/Flow/Apex, track sent/viewed/completed events, and more...
Deep Salesforce Integrations
Use DocGen across Salesforce experiences - including portals, mobile, field apps, and AI actions.
- Experience Cloud Support: Allow portal users to generate documents securely with governed access.
- Salesforce Mobile Access: Run DocGen flows and open outputs inside Salesforce Mobile.
- FSL Mobile Support: Enable Field Service teams to generate job-linked documents on site.
- Agentforce Actions: Let Agentforce trigger DocGen as part of AI-assisted workflows.
Cross-Product Compatibility
Combine DocGen with other CloudFiles apps to complete end-to-end document workflows.
- Store generated files in Salesforce or external storage with foldering, metadata, tagging, versioning, retention, and record linking.
- Share generated docs using CloudFiles links and track engagement (views, downloads, time spent).
- Feed DocGen using CloudFiles Document AI extractions to automate follow-up documents.
- Build workflows like upload → extract → generate → store → share in a single Flow/Apex chain.
API & Developer Extensibility
Trigger and control DocGen from code, integrations, or events.
- Apex Actions: Invoke DocGen with Apex or invocable actions inside Salesforce.
- REST APIs: Generate documents from external apps via authenticated API calls.
- Event-Driven Automation: Use platform events/callbacks for async or bulk generation
CloudFiles Use-Cases
See how CloudFiles helps streamline workflows in Salesforce
Organize KYC docs
Wealth managers upload, organize & verify KYC docs right from Asset records in half the time
Daily reporting
Technology companies create custom records for specific sales uploads for reporting purposes
Quick templates selection
Govt. contractors generate accurate quotes from hundreds of formats to get paid quickly
Meal planning
Food companies generate meal plans and send them as email attachments for their audience
Share with customers
Insurance agents share risk management collateral with experience users to engage them
Incident reporting
HR teams generate custom incident documents using a variety of screen flow inputs
CloudFiles Template Builder is a game-changer.
But don’t just take it from us.
CloudFiles has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended.
CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses.
CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!
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!
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.
CloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration.
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
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.
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!
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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