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 docid\ aw06gffsiiq qdp1fkgcj 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 docid\ zgbv7ll pzzzopel4 7up 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 template creation docid 0pnzhqhm91iqvorz32x2 this section describes the process of creating templates for use with cloudfiles doc gen templates are built using microsoft word, excel, powerpoint, with the cloudfiles word add in the steps include inserting merge fields, previewing with sample data, and publishing the template for use within salesforce features docid\ pvnfw1 dlyym2fztgqkf6 this section highlights the powerful features link docusign integration of cloudfiles document generation in salesforce generating documents docid\ f0p2jv5tz kqmgcbaejzj 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