# Features - Doc Generation - Template Governance Hub(feature)

> CloudFiles enables users to create dynamic, reusable templates in Microsoft Word with seamless Salesforce data merging, conditional logic, automation.

## Template Governance 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.

[Read Technical Guide](https://help.cloudfiles.io/salesforce/template-actions) · [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)

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## What you can do with Template Governance Hub

### Template Management Hub

Template Management Hub

Everything you need to govern templates from draft to live.

- Pre-Publish Validation: Preview with real record data, runtime variables, and conditions to confirm layout and logic before publishing.
- Version & Release Control: Publish new templates, update existing ones, and maintain clean version history without disrupting automations.
- Usage & Audit Insights: Track template changes and generation activity for reporting and governance.

[Learn More](https://help.cloudfiles.io/salesforce/template-creation)

### Templates Gallery

Templates Gallery

A clean library to find and reuse what’s already built.

- Browse & Search Templates: Filter templates by object, format, owner, or purpose to quickly locate the right one.
- Preview & Reuse Templates: View outputs before use and clone or reuse templates across teams and workflows.

[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_medium=web&utm_source=site&utm_campaign=banner&utm_content=feat-template-builder-book-demo)