Document Generation Tutorials

welcome to the document generation tutorials category this section contains a collection of step by step guides to help you get the most out of cloudfiles’ document generation features browse through the list below to get started how to build a template (word) docid\ lrofcwxxmyxa9aiic it in this tutorial, we’ll show you how to create templates in microsoft word using cloudfiles document generation and salesforce data how to generate a document manually via the doc gen widget docid\ kvgmzqocrcbpe30oyxlg4 in this tutorial, we’ll configure the doc gen widget in salesforce to generate documents from predefined templates as an example, we’ll demonstrate how users can add the widget to a record page and manually generate word, excel, powerpoint, or pdf files directly from salesforce records how to generate a document via automation (record triggered)? docid\ f n6ixvldco8bquh26g8f in this tutorial, we’ll show you how to set up a salesforce record triggered flow with cloudfiles to automatically generate documents when specific conditions are met this allows documents to be created instantly based on record updates, saving time and reducing manual effort how to generate a document via screen flow? docid\ bg90cvcxiug epjnktuk2 in this tutorial, we’ll show you how to use a salesforce screen flow with cloudfiles to generate documents as part of a guided process you’ll learn how to batch generate multiple documents at once, making it easier to create all required files in a single flow how to generate a document via screen flow with runtime variables? docid\ mhgdxvha ikmunkonbtzu this tutorial shows how to generate a purchase order using screen flow with runtime variables you’ll learn to create a template, configure variables for user input, and generate dynamic documents that combine salesforce data with user entered details using the generate document (sync) action how to build a template (pdf)? docid 4rkk7wuf4m2sv9e imqkj this tutorial explains how to convert a fillable pdf form into a reusable template for automated document generation in salesforce by mapping pdf fields to salesforce data, cloudfiles docgen auto fills documents, reducing manual work and errors how to merge documents? docid 5nlcfqdegnrruz0llsy0e this tutorial explains how to merge multiple files pdfs, docx, png, or jpeg into a single pdf using the merge documents (sync) action how to secure pdf? docid\ flwusvowkk6y0qhfigtx7 in this tutorial, you’ll learn how to keep your pdf documents safe and protected we’ll explore how to apply security options while generating via automation