Document Generation
CloudFiles Document Generation integrates with Salesforce to simplify document creation and management. Using the CloudFiles Add-in and the CloudFiles Document Generation Lightning Web Component (LWC) and Flow Actions users can efficiently generate, customize, and automate documents using Salesforce data.
This guide offers a comprehensive walkthrough on setting up CloudFiles Document Generation, designing templates, and generating documents both manually and automatically.
Get started with these two key sections:
Installation
This section explains how to set up CloudFiles Document Generation in your Salesforce instance. It includes steps for installing the package from the Salesforce AppExchange, understanding included components, and reviewing technical requirements for compatibility.
Configuration
This section helps you set up CloudFiles in Salesforce, connect your account, and manage permissions. It guides you through installing the CloudFiles Add-in for Microsoft Office and linking it to Salesforce for creating templates. You'll also learn how to manage user roles and licenses to ensure secure and efficient document generation.
Document Generation LWC
This article guides you through setting up the CloudFiles Document Generation LWC, enabling you to generate Word documents or PDFs using Salesforce data.
Template Creation
This article covers creating templates for automated document generation, previewing, and publishing. Using the CloudFiles Add-in, you can format templates and connect Salesforce data, enabling custom document generation with relevant record-specific information.
Generating Documents
This article outlines the steps for generating documents in Salesforce using CloudFiles Doc Gen. Once a template is created, it integrates with Salesforce via the CloudFiles Document Generation LWC, enabling manual or automated document generation for various records.
Note - If you're on a paid plan, reach out to the CloudFiles support team for further assistance.