Instead of confining generation to a desktop record page, these integrations let a document be created wherever the work happens — by a portal partner, a rep on the move, a technician on a job site, or an AI agent acting on its own.

Experience Cloud Support

Experience Cloud Support lets portal users generate documents through widgets or Flows, with the same governed access controls that apply everywhere else in CloudFiles.

Extend Doc Gen securely to partners and customers — portal users get document generation without needing internal Salesforce access.

Salesforce Mobile Access

Salesforce Mobile Access supports Doc Gen generation flows and outputs directly inside the Salesforce Mobile app.

Create and access documents anywhere, not just on desktop — mobile support keeps generation available wherever a user is working.

FSL Mobile Support

FSL Mobile Support lets Field Service Lightning users trigger document generation directly from the FSL mobile context.

Empower field teams with real-time, job-linked documents on site — technicians can produce the documents a job requires without leaving the field app.

Agentforce Actions

Agentforce Actions allow Doc Gen to be triggered via Agentforce and other AI actions as part of a document workflow.

Let AI kick off document workflows automatically when needed — Agentforce can initiate generation as a step in a larger, autonomous process.