The result is a single connected document lifecycle inside Salesforce: documents are stored and managed consistently, shared with visibility into recipient engagement, generated automatically from data extracted out of other documents, and orchestrated end-to-end across all four CloudFiles products in one Flow or Apex automation.

Unified Document Management

Generated documents can be stored in Salesforce or any connected external storage system - even across multiple destinations at once - with advanced management features layered on top, including:

  • Foldering
  • Metadata
  • Tagging
  • Versioning
  • Retention
  • Record linking

Keep every generated document organized, compliant, and easy to access, whether it is stored in Salesforce or any connected external system.

Analytics-Enabled Document Sharing

Generated documents can be sent using CloudFiles Sharing links, with engagement tracking captured inside Salesforce, including:

  • Views
  • Downloads
  • Time spent
  • Scroll analytics

See exactly how recipients interact with your documents, helping teams prioritize follow-ups and improve sales effectiveness.

AI-Driven Document Processing

CloudFiles Document AI extracts structured data from incoming documents - such as KYC forms, invoices, and contracts - and feeds that data into DocGen templates or Flows for automated document creation.

Turn incoming documents into structured data that can instantly generate new records or documents, reducing manual work and speeding up processes.

Multi-App Workflow Orchestration

Doc Management, Doc Sharing, Doc AI, and DocGen can be combined in the same Flow or Apex automation to create end-to-end document workflows: upload → extract → generate → share, all inside Salesforce.

Build powerful, multi-step document workflows entirely inside Salesforce, without stitching products together manually.