# Features - Doc Generation - Dynamic Document Generation Engine (feature) > CloudFiles enables users to create dynamic, reusable templates in Microsoft Word with seamless Salesforce data merging, conditional logic, automation. ## 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. [Read Technical Guide](https://help.cloudfiles.io/salesforce/generating-documents) · [Talk to a Document Expert](https://meet.cloudfiles.io/salesforce?utm_medium=web&utm_source=site&utm_campaign=banner&utm_content=feat-template-builder-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 document generation ### Instant & On-Demand 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. [Learn More](https://help.cloudfiles.io/salesforce/template-creation) ### Bulk & Background Generation 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. [Learn More](https://help.cloudfiles.io/salesforce/template-actions) ### Post-Generation Controls 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. [Learn More](https://help.cloudfiles.io/salesforce/template-creation) ### Unified Document Merging 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. [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_medium=web&utm_source=site&utm_campaign=banner&utm_content=feat-template-builder-book-demo)