# Features - Doc Generation - Connected Ecosystem Layer (feature) > CloudFiles enables users to create dynamic, reusable templates in Microsoft Word with seamless Salesforce data merging, conditional logic, automation. ## 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. [Talk to a Document Expert](https://meet.cloudfiles.io/salesforce?utm_content=sf-features-connected-ecosystem-layer-hero) *Trusted by leading teams worldwide* Logos: Commvault, Wingstop, Dun & Bradstreet, Aviva, Aggreko, CMG, Northumbrian Water, Computacenter, Hamptons, Anteriad, Lummus, BrightNight, MCIC, PenFed, Oakland Promise, General Mills, VFS Global, ITW ## What you can do with Connected Ecosystem Layer ### Integrated e-Signature Support 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... [Learn More](https://help.cloudfiles.io/salesforce/docusign-integration-for-word-based-document-generation) ### Deep Salesforce Integrations 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. [Learn More](https://help.cloudfiles.io/salesforce/template-actions) ### Cross-Product Compatibility 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. [Learn More](https://help.cloudfiles.io/salesforce/template-creation) ### API & Developer Extensibility 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 [Learn More](https://help.cloudfiles.io/salesforce/template-creation) ## 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 [Explore All Use-Cases](https://www.cloudfiles.io/salesforce/use-cases) ## 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." — **Jeremy Ahoyo, Atlante** > "CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses." — **Latha Davuluri, W. R. Grace & Co.** > "CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!" — **Irwin Mencias, Mālama Solar** > "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!" — **Vishal Talpallikar, Aviva** > "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." — **Victor Villalobos, The Financial Interior, LLP** > "CloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration." — **Oscar Chacón, Sagicor Financial Corporation** > "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" — **Mark Salib, BDA Partners** > "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." — **Adam Ady, Anteriad** > "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!" — **Ed Pashkin, Rainforest Alliance** ## 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 Your Personalized Demo You are one Click Away from Smarter Docs. Join 500+ 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-features-connected-ecosystem-layer-footer)