This is the preparation step between raw Salesforce data access and the dynamic content that ultimately appears in a generated document — turning any object or field into clean, controlled inputs a template can rely on.
Data Resources
CloudFiles lets you define Single-Record and Record-Collection resources as structured data inputs for templates. A Single-Record resource brings in one record's fields, while a Record-Collection resource brings in a related list of records, and both act as reusable data sources within the template builder.
Shape data once and reuse it everywhere — defining resources this way gives every field, table, or loop in the template a clean, consistent input, so documents stay accurate no matter how many places a resource is used.
Runtime Variables
Runtime Variables accept real-time values during document generation, including single-value and multi-value inputs. Instead of hardcoding a value into the template, a Runtime Variable is filled in at the moment a document is created.
Capture last-mile details instantly — Runtime Variables let a template reflect information that only exists at generation time, without ever needing to edit the template itself.
Precision Data Controls
Precision Data Controls apply filtering, sorting, grouping, row limits, and default values before data is inserted into a template, giving you exact control over which records and values make it into the final document.
Control what appears in every document with precision — these controls produce cleaner outputs and remove the need for manual cleanup after generation.
Part of the Dynamic Data Layer.