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! how to install cloudfiles word add in 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 in the search bar, type "cloudfiles" and browse the results to find the cloudfiles add in 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 how to connect cloudfiles word add in to salesforce 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 how to set up cloudfiles document generation lwc in salesforce 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