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