Template Management Hub for Salesforce Doc Gen
CloudFiles Template Governance Hub gives you a centralized place to validate, version, and manage templates - so every document stays accurate, brand-safe, and automation-ready as teams scale.
Trusted by Leading Teams Worldwide
What you can do with Dynamic Data Layer
Connect any Salesforce data to templates and control how it appears in the final document, automatically.
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.
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.
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.
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.
Used across industries
Financial Services
Public Sector
Manufacturing
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.
4.9/5
4.8/5
4.5/5
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.
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
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