Document Generation
CloudFiles Document Generation is a powerful tool that integrates seamlessly with Salesforce to streamline document generation and management. With the CloudFiles Word add-in and the CloudFiles Document Generation Lightning Web Component (LWC), Flow Actions users can create, customize, and automate the generation of documents using Salesforce data. This guide provides a comprehensive overview of setting up CloudFiles Document Generation, creating templates, and generating documents both manually and automatically.
Below is an overview of the steps involved in document generation using CloudFiles-
1 - Setup
Install the CloudFiles add-in for Microsoft Word and connect Salesforce with CloudFiles and Microsoft Word to enable data integration and document generation.
2 - Template Creation
Create templates by selecting a Salesforce object & inserting fields, pictures, tables, conditions etc. This defines the content & structure of your documents.
3 - Preview
Preview the template with a specific record to ensure it generates the desired output, verifying accuracy and formatting.
4 - Publish
Publish the template to make it available in your Salesforce Org for document generation.
5 - Doc Generation
Use the CloudFiles Doc-Gen LWC for manual document generation or automate the process with Flow actions.
These steps have been discussed in detail in the following articles. Please refer to the articles below -
Document Generation Set-up - This article will guide you through the steps required to configure & set up the CloudFiles Document Generation feature within your Salesforce environment. We will start by installing the CloudFiles Word add-in and then, connecting it to your Salesforce org. Once this is done, we will set up the CloudFiles Document Generation LWC to help you get started with generating Word documents or PDFs using Salesforce data.
Template Creation - In this article, we will cover how to create templates for automated document generation, followed by previewing and publishing the template. To generate custom documents with the desired information, you first need to create a template. This template will be a Word document with specific formatting, enhanced by the CloudFiles Word add-in. The add-in connects your queried Salesforce data to the template, allowing you to fetch relevant data from a large, varied dataset for a specific record.
Generating Documents - In this article, we will cover the steps involved in generating documents in Salesforce using CloudFiles Doc Gen. Once a template is created, it can be integrated with Salesforce using the CloudFiles Document Generation Lightning Web Component (LWC). This allows for document generation, either manually or automatically, for various records.
Note - If you're on a paid plan, reach out to the CloudFiles support team for further assistance.