Document Generation configuration
This section will guide you through the initial steps required to configure and 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 Lightning Web Component (LWC) to help you get started with generating Word documents or PDFs using Salesforce data.
Let's get started with setting up CloudFiles Document Generation!
The CloudFiles Word add-in facilitates the integration of CloudFiles with your Salesforce Org and enables to create and design templates with Salesforce fields in it.
Follow these steps to add the CloudFiles word add-in to your Microsoft Word -
- Launch the Microsoft Word application on your PC.
- Go to the "Home" tab and click on "Add-ins" to explore available add-ins.
- In the Add-ins window, click on "+ More Add-ins" to open the "Office Add-ins" window.
- In the "Office Add-ins" window, click on "Microsoft AppSource" to be redirected to appsource.microsoft.com.
- Click on "Get it now" to install the CloudFiles word add-in for Microsoft Word.
- Once the installation is complete, click on "Open in Word" to check the CloudFiles word add-in Word.
- In the "New Office Add-in" sidebar, click "Allow and Continue" to launch the CloudFiles word add-in.
Refer to the video below to have a visual understanding of these steps -
These steps will help you integrate CloudFiles with Microsoft Word, allowing you to start creating and designing templates with Salesforce records.
Follow the steps below to connect CloudFiles Word add-in to your Salesforce org -
- Open Microsoft Word and navigate to the "Add-ins" section. Select and launch the CloudFiles word add-in.
- Sign in to the Salesforce Org you want to set up for document generation.
- In the "Sign-in" sidebar, click "Production" to connect to a production Org, or click "Sandbox" to connect to a Sandbox Org.
- A sign-in window will open. Sign in with your Salesforce user account and follow the on-screen prompts to verify the connection.
- Once signed in, you will be directed to the template building stage, where you can start creating your document templates.
Follow the GIF below to have a visual understanding of these steps -
These steps will establish a connection between Salesforce and CloudFiles Word-in, enabling you to design templates and generate documents. This is how it looks like -
The CloudFiles Doc Gen LWC can be easily added to any object's record detail page in Salesforce. Once added, this widget will display all the published templates related to that object. Users can then generate documents in either DOCX or PDF format, which will be automatically downloaded upon generation.
Follow the steps below to add CloudFiles Doc Gen widget to any page -
- Go to any Object's record detail page and click “Edit Page” Button.
- Lightning builder for this page will open. Drag and drop the "CloudFiles Doc Gen" widget into the desired location.
- Save and exit the builder.
- Refresh the Salesforce record page.
- The widget displays all the published templates for that object.
For visual understanding, refer to the video below -
Setting up the CloudFiles Document Generation feature within your Salesforce environment is a straightforward process that starts with installing the CloudFiles Word add-in and connecting it to your Salesforce org. Once configured, the CloudFiles Document Generation Lightning Web Component (LWC) can be easily added to any object's record detail page, allowing users to generate documents with Salesforce data seamlessly.