This covers two ways to trigger that instant creation: a manual, one-click action taken directly on a record, and an automated trigger built into a Flow or Apex process.

One-Click Record Generation

One-Click Record Generation triggers document creation directly from the CloudFiles widget on any Salesforce record.

Generate polished documents instantly — quick, simple, and Salesforce-native.

Automated Generation (Flows & Apex)

Automated Generation (Flows & Apex) creates documents through Record-Triggered Flows, Screen Flows, or Apex actions using real-time data and runtime variables.

Add live document creation into any Salesforce automation or guided process.