# Features - Doc Generation - Dynamic Data Layer (feature) > CloudFiles enables users to create dynamic, reusable templates in Microsoft Word with seamless Salesforce data merging, conditional logic, automation. ## Dynamic Salesforce Data Layer for Doc Gen CloudFiles Dynamic Data Layer lets you pull Salesforce data into templates, shape it with runtime logic, and render it dynamically through tables, conditions, loops, images, and titles — so every document stays accurate, contextual, and ready for automation. [Read Technical Guide](https://help.cloudfiles.io/salesforce/template-actions) · [Talk to a Document Expert](https://meet.cloudfiles.io/salesforce?utm_content=sf-features-dynamic-data-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 Dynamic Data Layer ### Universal Salesforce Data Access Universal Salesforce Data Access Bring any Salesforce data into your templates — no matter how simple or complex the model. - Pull data from any standard or custom object using Master Record and User variables. - Access multi-level related data through lookups and parent-child relationships. - Support all Salesforce field types including rich text, picklists, boolean, date/time, currency, and more. [Learn More](https://help.cloudfiles.io/salesforce/template-creation) ### Data Modelling Layer Data Modelling Layer Shape and control the data before it enters the template. - Define structured data resources for single records or collections. - Capture runtime variables during generation, including single or multi-value inputs. - Apply filters, sorting, grouping, row limits, and defaults to control exactly what gets inserted. [Learn More](https://help.cloudfiles.io/salesforce/template-actions) ### Dynamic Content Builder Dynamic Content Builder Turn data into document sections that auto-populate, expand, or hide based on logic. - Auto-fill tables from record collections or runtime collections. - Show/hide blocks using conditional logic tied to Salesforce data or runtime values. - Loop any section (paragraphs, rows, groups) over collections for multi-record documents. - Insert images dynamically from Salesforce Files or URLs. - Generate document titles automatically using data or runtime inputs. [Learn More](https://help.cloudfiles.io/salesforce/template-creation) ### Real-Time Personalization Inputs Real-Time Personalization Inputs Collect last-mile inputs from users or flows to finalize each document in context. - Accept user-entered runtime values from list view or record page actions. - Pass Screen Flow inputs directly into templates during generation. [Learn More](https://help.cloudfiles.io/salesforce/template-actions) ## 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-dynamic-data-layer-footer)