Browse through the list below to get started -

  • Build a template (Word) - In this tutorial, we’ll show you how to create templates in Microsoft Word using CloudFiles Document Generation and Salesforce data.
  • Generate a document manually - 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.
  • Generate a document via automation - 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.
  • Generate a document via Screen Flow - 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.
  • Generate a document with runtime variables - 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.
  • Merge documents - This tutorial explains how to merge multiple files - PDFs, DOCX, PNG, or JPEG into a single PDF using the Merge Documents (Sync) action.
  • Secure PDF - 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.