This article covers the list of available test drives related to AI-based document processing use-cases:
- Automated Doc Gen - This test drive demonstrates how you can automatically generate documents based on templates using Salesforce data using Doc Generation Flow Actions.
- Manual Doc Gen - Generate DOCX, XLSX, PPTX, or PDF documents from Salesforce records using CloudFiles templates and a simple click-based interface.
- Merge Documents - In this test drive, you will explore how CloudFiles Document Generation, integrated with Salesforce Flows, can automatically merge multiple Salesforce files into a single PDF document.
- Merge External Documents - In this test drive, you will explore how CloudFiles Document Generation, integrated with Document Management and Salesforce Flows, can automatically merge multiple documents stored in external storage (e.g., SharePoint, Google Drive) into a single consolidated PDF file.
- Real-Time Document Generation with Runtime Variables - This test drive showcases the next level: generating documents using dynamic runtime variables. Instead of relying solely on Salesforce field values, you’ll populate an invoice through a guided Screen Flow, which accepts custom input directly from the user and generates a document on the fly.
- Secure PDF Generation - This test drive is an addition to the previous one, focusing exclusively on PDF encryption capabilities available at the final stage of the process — offering organizations greater control and security over their generated documents.