The result is documents that auto-adapt to real customer data - accurate, contextual, and ready to generate at scale. The layer is organized into four parts: how data is accessed, how it's modeled and controlled, how it's rendered into content, and how real-time inputs personalize the final document. See the Doc Gen features overview for how this fits alongside the rest of CloudFiles Doc Gen.

Universal Salesforce Data Access

Pull Salesforce data from anywhere - single records, custom objects, system variables, and multi-level relationships - so templates connect wherever your data lives. Learn more in the Universal Salesforce Data Access guide.

  • Any-Object Access - Fetch data from any standard or custom Salesforce object using Master Record variables and User variables.
  • Field Compatibility - Supports all Salesforce field types, including string, number, currency, date/time, boolean, picklist, and rich text, inserted exactly as stored.
  • Relationship Access - Pull related data across parent-child and lookup relationships, including multi-level relationship paths, to bring complete customer context into a document.

Data Modelling Layer

Shape and control what data enters the template using resources, runtime values, and selection logic, so every document gets clean, consistent inputs. Learn more in the Data Modelling Layer guide.

  • Data Resources - Define Single-Record and Record-Collection resources as structured data inputs for templates, so data can be shaped once and reused everywhere.
  • Runtime Variables - Accept real-time single and multi-value values during generation, capturing last-mile details without editing the template.
  • Precision Data Controls - Apply filtering, sorting, grouping, row limits, and default values before data is inserted into the template, giving you precise control over what appears in every document.

Dynamic Content Builder

Convert modeled data into dynamic document content that expands, hides, repeats, or auto-fills cleanly, based on real Salesforce data. Learn more in the Dynamic Content Builder guide.

  • Auto-Fill Tables - Auto-populate table rows from record collections or runtime collections with formatted data, ideal for invoices, line items, schedules, or statements.
  • Conditional Blocks - Show or hide content based on logic applied to Salesforce data or runtime values, so only relevant sections appear for each customer.
  • Loops - Repeat paragraphs, rows, or sections for each item in a collection, producing multi-record documents without copy-paste.
  • Images - Insert images dynamically using URLs or Salesforce Files mapped through variables, such as signatures, logos, or proof documents.
  • Dynamic Document Titles - Generate document titles automatically from Salesforce fields, relationship data, or runtime values for clear, consistent naming.

Real-Time Personalization Inputs

Capture real-time inputs from users or flows to finalize each document in context, right at the moment of generation. Learn more in the Real-Time Personalization Inputs guide.

  • Interactive User Inputs - Collect runtime values using DocGen actions from List View buttons or Record Page buttons, letting users personalize a document on the spot.
  • Flow-Driven Inputs - Accept inputs from Screen Flows and pass them into templates during generation, powering guided, automated document experiences.