Document Generation

Updated Jul 9, 2026·1 min read

CloudFiles Document Generation integrates with Salesforce to simplify document creation and management. Using the CloudFiles add-in, 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 key sections:

Installation: How to set up CloudFiles Document Generation in your Salesforce instance — installing the package from the Salesforce AppExchange, understanding the included components, and reviewing the technical requirements for compatibility.
Configuration: Set up CloudFiles in Salesforce, connect your account, and manage permissions. Install the CloudFiles add-in for Microsoft Office and link it to Salesforce for creating templates, and manage user roles and licenses.
Template Creation: Create templates for use with CloudFiles Doc Gen. Templates are built using Microsoft Word, Excel, and PowerPoint with the CloudFiles Word add-in — insert merge fields, preview with sample data, and publish the template for use within Salesforce.
Features: The powerful features of CloudFiles Document Generation in Salesforce, including DocuSign integration.

If you're on a paid plan, reach out to the CloudFiles support team for further assistance at support@cloudfiles.io.

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Installation