Generate Professional Documents in Seconds with Salesforce
Automate and personalize document creation directly from Salesforce—design custom templates for quotes, contracts, invoices, and more, and generate polished Word documents or PDFs in seconds with seamless integrations.
Loved and trusted
by companies across industries — from finance, real estate to healthcare.
Generate Documents in 3 Simple Steps
Quick document creation, no manual work or complex setup required
Setup the Integration
Install the CloudFiles Word add-in and connect it with Salesforce for seamless data-driven document creation.
Create & Publish Templates
Design professional templates with Salesforce fields, images, and formatting, then publish them to Salesforce.
Generate & Automate
Generate documents manually or automate the process effortlessly using Salesforce Flow and CloudFiles LWC.
Create Documents Faster, Smarter, and Error-Free
Automate document generation with dynamic templates—no manual work, just perfect files
Save 12+ Hours Weekly
Automate repetitive document creation tasks and focus on what matters most.
90% Faster Turnaround
Generate professional documents in seconds with ready-to-use templates and automated flows.
Customizable Designs
Personalize documents with dynamic fields, tables, and images tailored to your business needs.
100% Accuracy
Eliminate manual errors by using Salesforce data directly in templates.
Seamless Salesforce Integration
Generate, manage, and store documents directly within Salesforce for a unified workflow.
Effortless Automation
Trigger document creation automatically based on Salesforce actions, reducing manual intervention.
More Use Cases to Explore
Beyond Document Generation—Streamline Every Workflow
Used across industries
Financial Services
Healthcare & Life Sciences
Technology & IT
Stay compliant & secure.
CloudFiles Will Change How You Create Documents
But don’t just take it from us.
4.9/5
4.8/5
4.5/5
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 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
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
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' 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.
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 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
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' 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
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CloudFiles’ document management streamlines marketing and sales workflows, boosting efficiency while saving time and money.
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