• Get Doc-Gen Templates - This flow action retrieves all CloudFiles Document Generation templates associated with a specific Salesforce Object type, allowing flows to dynamically look up and select the right template before generating documents rather than hardcoding a template ID.
  • Generate Document - This action can be used in Salesforce Flow Builder to automate document generation process.
  • Generate Document (Sync) - This flow action operates synchronously, providing immediate outputs after execution. This differs from the asynchronous Generate Document action, which publishes a Document Generated CloudFiles Event without immediate results.
  • Generate Document (Batch) - This flow action allows you to automate the generation of multiple documents in a single action within Salesforce Flow Builder.
  • Merge Documents (Sync) - This action lets you combine multiple files into a single document directly within Salesforce Flow Builder. This synchronous action delivers real-time outputs that you can use immediately in subsequent automation steps.