Installation

the installation section guides you through setting up cloudfiles document generation in your salesforce org , enabling automated creation and management of business documents it integrates with microsoft word, excel, and powerpoint , allowing you to create templates directly within these applications, and supports template based document generation in pdf and docx formats this section is divided into two key sub sections 1 installing from the salesforce appexchange docid\ qkc1bvlncj 6zwx0zadkn the cloudfiles managed package is available on the salesforce appexchange this subsection covers pre requisites – system administrator access is required step by step installation guide – instructions for finding cloudfiles on appexchange and approving third party access post installation steps – configure your cloudfiles account 2 what's in the package? docid\ fybn8k0ivx5rp 2tkjwbi installing cloudfiles provides access to tools and features for ai powered document processing this subsection covers cloudfiles lightning app – available in salesforce’s app launcher custom permissions – manage user access with predefined roles flow actions & components – automate document processes using salesforce flows, cloudfiles flow actions and platform events apex support – extend functionality with custom apex code note if you're on a paid plan, reach out to the cloudfiles support team for further assistance, at support\@cloudfiles io