All-Format Designer

Updated Jul 4, 2026· 1 min read

CloudFiles All-Format Designer allows teams to build document generation templates directly within native Microsoft Office apps - Word, Excel, and PowerPoint and Salesforce’s native PDF template builder. Templates are designed to dynamically merge Salesforce object data at runtime, not edited after generation.

By working inside familiar Office environments, users can define layouts, dynamic fields, and tables while preserving native formatting. This eliminates tool switching and ensures consistent, professional, and scalable document generation aligned with Salesforce workflows.

Multi‑Format Add‑Ons

The Multi-Format Designer Add-Ons enable template authors to design templates directly within their everyday tools. CloudFiles offers native Microsoft Office Add-Ins for Word, Excel, and PowerPoint, allowing teams to create DOCX, XLSX, and PPTX templates where business content is already authored. These add-ins eliminate tool switching while preserving native editing capabilities and layouts.

Formatting Controls

Brand-Safe Formatting Controls ensure that every generated document stays consistent with defined styling and layout rules. These controls preserve fonts, spacing, tables, and structural elements while applying consistent data formatting during generation. As a result, documents remain clean, readable, and on-brand regardless of format or data complexity.

Features

Multi‑Format Add‑Ons