What's In the Package?
When you install the CloudFiles Document Generation | Create & Manage PDF, Word & more you can create templates directly within Microsoft Word, Excel, and PowerPoint to automate document generation. It also integrates with Salesforce Lightning pages, allowing you to generate documents from Salesforce records using predefined templates.
The CloudFiles app is accessible via the App Launcher in Lightning Experience. This app enhances productivity by allowing users to seamlessly switch between apps and includes all admin related pages.
The Lightning app includes Lightning page tabs of utilities like "Document Generation", "Content Library" and "Settings". You can even append other navigation items to the Lightning app that you find relevant.
Manage the App: Edit and configure the app in App Manager under Lightning Experience Setup.
The CloudFiles Doc-Gen widget is a Lightning Web Component that integrates into any Salesforce standard or custom Lightning page. It allows users to attach and utilize multiple Doc Gen templates to generate various documents in .docx and .pdf format directly from Salesforce records, enabling template-based document creation.
The CloudFiles Add-in integrates with Microsoft Word, Excel, and PowerPoint, enabling users to create and manage templates across various document types. With dynamic fields, templates automatically populate with Salesforce data. Users can efficiently design and generate documents directly within their preferred Microsoft Office applications.
The CloudFiles app includes custom permissions to control access to its features. These permissions are grouped into three predefined permission sets:
- CloudFiles Admin User: Full access, including admin-level settings.
- CloudFiles Standard User: Full functionality for internal users, excluding admin features.
- CloudFiles External User: Suitable for Experience Cloud (community) users.
Permission sets are auto-assigned upon installation but can be manually reassigned via Setup > Permission Sets > Manage Assignments. You can also create custom permission sets tailored to your needs.
The package includes CloudFiles Flow Actions and Screen Flow Components, enabling Process automation through Flow Builder and Dynamic user interfaces with Screen Flows.
CloudFiles supports event-driven automation with:
- Platform Events: Trigger events for operations related to CloudFiles functionality.
- Event Records: Automatically create custom "CloudFiles Event" records, which can be leveraged in workflows and triggers.
Extend CloudFiles functionalities using Apex to build advanced, custom integrations for your Salesforce org.