Dynamic Document Generation Engine
CloudFiles Document Generation lets you produce documents instantly or at scale using live Salesforce data, then secure, preview, and package them automatically - all inside your workflows.
What you can do with document generation
Instant & On-Demand Generation
Create documents the moment your team needs them.
- One-Click Record Generation: Generate documents directly from the CloudFiles DocGen widget on any Salesforce record.
- Automated Generation (Flows & Apex): Trigger generation through Record-Triggered Flows, Screen Flows, or Apex actions with runtime inputs and real-time data.
Bulk & Background Generation
Run high-volume document creation without slowing Salesforce down.
- Bulk Generation: Generate hundreds or thousands of documents asynchronously from list views, flows, or record collections.
- Batch Processing: Execute distributed batch jobs for large datasets, optimized for scale and Salesforce limits.
Post-Generation Controls
Apply governance and usability controls right after generation.
- Security & Access Controls: Apply PDF protection (passwords, lock, print/copy restrictions) and retention rules immediately after generation.
- Real-Time Preview & Download: Instantly provide secure Preview/Download links so users can review or retrieve the document without delay.
Unified Document Merging
Bundle multiple files into a single polished output.
- Merge multiple templates, generated docs, uploaded PDFs, or files from Salesforce/external storage (SharePoint, S3, Google Drive) into one consolidated PDF.
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.
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.