Smart & Dynamic Template Builder for Salesforce

CloudFiles empowers users to build intelligent, reusable document templates across Microsoft Word, Excel, PowerPoint, and PDFs—ensuring seamless Salesforce data merging, conditional logic, and automation-ready templates without any coding.

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Trusted by Leading Teams Worldwide

  • HABDANK Metallbau GmbH & Co. KG
  • Ohio University
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  • Raistone
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Challenges of Static Document Templates

Traditional template creation lacks flexibility, automation, and dynamic data handling, making document generation inefficient and error-prone in Salesforce workflows.

Manual Data Insertion & Formatting Errors

Manually inserting Salesforce data into templates leads to formatting inconsistencies, missing fields, and human errors. Users must repeatedly copy-paste or adjust layouts, slowing down operations.

Lack of Dynamic Content Handling

Static templates cannot adjust content dynamically based on business rules. Without conditional logic, users must maintain multiple template versions, increasing complexity.

Limited Data Merging Capabilities

Traditional templates struggle to merge multiple data points, such as related records or lookup fields, leading to incomplete or inaccurate document generation.

Time-Consuming Updates & Scalability Issues

Every template change requires manual updates across multiple documents, making it difficult to scale document generation across teams and departments.

These limitations result in delays, document inconsistencies, and inefficient workflows, preventing seamless automation and personalization in Salesforce.

Meet CloudFiles Template Builder

CloudFiles Template Builder eliminates these challenges by enabling dynamic, data-driven templates.

Dynamic Data Insertion

Merge Salesforce data into templates in real time, eliminating manual entry.

  • Pull standard and custom fields, related records, and lookup data.
  • Use runtime variables to inject dynamic values from Flows.
  • Auto-populate tables, summaries, and calculations in one click.
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Doc Gen - Build Template

Seamless Microsoft Office Integration

Design beautiful, professional templates without leaving Word, Excel, or PowerPoint.

  • Drag and drop fields, loops, and conditions with no coding
  • Maintain full control over formatting, branding, and layout
  • Build once and reuse templates across teams and workflows
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Doc Gen - MS word integration

PDF Document Generation

Generate dynamic, compliance-ready PDFs effortlessly.

  • Map form fields automatically to Salesforce data
  • Apply conditional logic to show or hide content
  • Produce tamper-proof documents ready for e-signature
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Doc Gen - Preview

Real-Time Preview & Testing

Validate templates before publishing to ensure perfect results.

  • Preview with live Salesforce records instantly
  • Confirm field mapping, formatting, and conditions
  • Make updates and re-test without disrupting workflows
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Doc Gen - generate doc

One-Click Publishing & Automation

Deploy templates and automate generation in just a click.

  • Publish directly to Salesforce with instant availability
  • Generate documents manually or via automated Flows
  • Version control keeps templates always up to date
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Used across industries

CloudFiles’ document management streamlines marketing and sales workflows, boosting efficiency while saving time and money.
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Financial Services

Automate loan documents, manage KYC forms, and ensure compliance. Speed up client reporting and improve data privacy with AI-powered workflows.
Banking
Insurance
Wealth
Assets
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Public Sector

Public Sector

Automate regulatory filings, manage sensitive data, or generate incident reports in seconds. Be compliant with federal, defense standards & more.
Federal
State
Defense
Aerospace
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Manufacturing

Manufacturing

Automate workflows, track supply chains, & manage compliance. Securely share technical specs & speed up approvals for efficient operations.
Machinery
Automotive
Chemicals
More
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CloudFiles Use-Cases

See how CloudFiles helps streamline workflows in Salesforce

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Organize KYC Docs

Wealth managers upload, organize & verify KYC docs right from Asset records in half the time

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Daily Reporting

Technology companies create custom records for specific sales uploads for reporting purposes

gov

Quick Templates Selection

Govt. contractors generate accurate quotes from hundreds of formats to get paid quickly

food

Meal Planning

Food companies generate meal plans and send them as email attachments for their audience

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Share with customers

Insurance agents share risk management collateral with experience users to engage them

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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.

Salesforce appexchange ratings

4.9/5

Capterra

4.8/5

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4.5/5

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    "CloudFiles has has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended."

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    Jeremy Ahoyo

    Atlante

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    "CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses."

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    Latha Davuluri

    W. R. Grace & Co.

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    "CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!"

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    Irwin Mencias

    Mālama Solar

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    "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!"

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    Vishal Talpallikar

    Aviva

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    "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."

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    Victor Villalobos

    The Financial Interior, LLP

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    "CloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration."

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    Oscar Chacón

    Sagicor Financial Corporation

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    "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"

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    Mark Salib

    BDA Partners

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    "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."

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    Adam Ady

    Anteriad

  • a

    "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!"

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    Ed Pashkin

    Rainforest Alliance

  • compliance

    Stay compliant & secure.

    We work with independent experts to verify our security, privacy and compliance controls, and have achieved certification against stringent standards.
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    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.

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