Document generation for every Salesforce workflow
Document Generation merges your Salesforce data into a Word, Excel or PowerPoint template and outputs a ready DOCX or PDF in one click. See how, below.
Generate documents in 3 simple steps
Set up the integration
Install the CloudFiles Word add-in and connect it to Salesforce for seamless, data-driven document creation.
Create & publish templates
Design templates with Salesforce fields, images and formatting, then publish them to Salesforce.
Generate & automate
Generate documents manually, or automate the process with Salesforce Flow and the CloudFiles LWC.
What Document Generation can do beyond one template
Merge multiple Salesforce files into one PDF
Select files on a record and CloudFiles combines them into a single consolidated PDF, attached automatically to the record.
Merge files from SharePoint or Google Drive into one PDF
The same merge runs on files stored outside Salesforce, consolidating documents from your own external storage into one file.
Generate a document from typed input, not just Salesforce fields
A guided screen flow collects runtime details from the person generating the document and produces it on the spot, emailed to the recipient automatically.
Password-protect and lock a generated PDF
Add a view password and disable editing, copying or printing on a generated PDF before it goes out.
Trigger generation automatically from a Salesforce Flow
A record-triggered flow generates and attaches a document the moment a record is created, no manual click required.
Send a generated document for e-signature
Send a generated Word or PDF document for signature through DocuSign, with signature fields and signing order set on the template.
More use cases to explore
A Dataroom bundles files and folders from multiple storage platforms behind one shareable link, with a built-in File Request to collect uploads back. A document generated here can go out through that same link instead of an email attachment.
- Share files and folders from multiple storage platforms through a single link
- Collect files from people with no Salesforce or storage access, straight into a chosen folder, using a File Request
- Add a password, an expiry date or email validation to the shared link
A record's connected folder renames itself automatically when the record name changes, and the same automation can tag files with metadata like industry or customer tier. A folder holding a generated document stays in sync with its record the same way.
- Rename a record's folder in external storage automatically when the record name changes
- Set or update metadata columns on a folder, or on individual files inside it, automatically
- Apply metadata tags automatically based on record fields, such as industry type or customer tier
CloudFiles ships granular permissions, from creating and deleting folders to sharing files externally, plus ready-made admin and standard permission sets. The same permissions decide who can share, download or update a document once it's generated.
- Control who can share a file or folder externally through a CloudFiles link
- Control who can upload, download, update or delete files and folders
- Assign a ready-made CloudFiles Admin User or CloudFiles Standard User permission set instead of building one from scratch
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.
CloudFiles Will Change How You Create Documents
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 is incredibly robust and handles our document processes flawlessly. The highly responsive team are true problem solvers. Worth every dollar. Absolutely recommend for Salesforce.
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!
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' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses.
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 seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration.
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' SharePoint/Salesforce integration is excellent. The team is collaborative, responsive, and highly knowledgeable. They go the extra mile to meet our needs. Highly recommend.
Questions about Document Generation in Salesforce
Yes. Document Generation produces DOCX, XLSX, PPTX or PDF from the same Salesforce record, using templates built in Word, Excel or PowerPoint.
Yes. Document Generation merges multiple Salesforce files, or files from SharePoint or Google Drive, into a single consolidated PDF automatically.
Yes. A guided screen flow can collect runtime details from the person generating the document and produce it on the spot, without those values needing to live in a Salesforce field first.
Yes. Document Generation can apply a view password and lock a generated PDF against editing, copying or printing before it's shared.
No. A Salesforce Flow can trigger generation automatically, for example the moment a record is created, and attach the result with no manual click.
Yes. Document Generation integrates with DocuSign, so a generated Word or PDF document can be sent for e-signature directly from Salesforce.
Yes. Templates merge fields directly from the Salesforce record, so a quote, contract or proposal always reflects current data.
Wherever you choose: downloaded locally, copied into Salesforce Files on the record, or moved to your own external storage through CloudFiles Document Management.
Book a demo
Book a 30-minute demo and see how Document Generation turns your own Salesforce data into a ready DOCX or PDF.