Excel Template Actions

Updated Jul 4, 2026· 1 min read

In the Actions section, you can customize your document templates using various operations. These actions allow you to insert fields, tables and set document titles based on your requirements. After setting up your resources, you can use the following actions to build your template:

Insert Field – Add standard or custom fields from the Master Object, or create and insert resources as needed.
Insert Table – Create and customize tables based on Salesforce records, adjusting structure and content as required.
Document Title – Assign a title to the generated document by selecting a relevant field for better organization.

The video guides the user through the process of creating an Excel template for document generation in CloudFiles Doc Gen. It explains how to structure the template and map Salesforce record fields .

Insert Form Field

Insert Field