In this test drive, we will explore how CloudFiles Doc-Gen generates customizable documents (DOCX, XLSX, PPTX, and corresponding PDFs) from Salesforce Object records and templates created using Microsoft Word or Power Point or Excel. The entire process takes less than a minute to complete.

Refer to the below video to understand what to expect in this test drive -

In order to access this test drive, head over to our 

 listing & click on the 'Try It' button. Enter your information to open the test drive org. Once the test-drive is open, navigate to this article within the 'Instructions' tab of the Test Drive.

To test out this feature, follow the simple instructions below.

1 - Go to 'Contracts' tab and create a new Contract.

2 - Fill in all the required fields in the 'New Contract' form:

3 - Once the Contract is created, open it and find the 'CloudFiles' Doc-Gen component on the record.

4 - The component will display templates configured for the 'Contract' object.

5 - Click the drop-down next to a template and select either 'Generate PDF' or 'Generate DOCX/PPT/Excel' to create the document.

6 - The file generation takes a moment of time.

Refer to the GIF below for visual understanding of the above steps - 

The Doc-Gen component reads record data, applies it to the chosen template, and outputs a document in the required format. Generated files can be instantly downloaded, stored as Salesforce Files, or synced into external storage via CloudFiles Document Management.

The below image displays the 'Contract' Template configuration

The possibilities of document generation with CloudFiles Doc-Gen extend beyond this specific scenario. Below are several practical examples and extended capabilities:

  and customization across multiple file formats.

Example: Create PDFs with form fields, Word documents (.docx), Excel sheets (.xlsx), and PowerPoint presentations (.pptx) to cater to various use cases and requirements.

Templates can be designed for any Salesforce standard or custom object.

Example: Generate customized quotes from Opportunities, detailed case reports from Cases, or personalized client communications from Contacts. Each object can have multiple unique templates.

Templates can accommodate complex and highly customized configurations.

Example: Configure templates with conditional content insertion, dynamic tables from related lists, calculated fields, and complex formatting using CloudFiles Template Builder 

CloudFiles Doc-Gen components can be embedded in various Salesforce interfaces.

 on Salesforce Lightning record pages, internal apps, or customer-facing Experience Cloud pages, enabling diverse users easy access to document generation functionality.

Automate document generation within Salesforce processes and workflows.

Example: Integrate document generation with Salesforce Flow or CloudFiles 

 to automatically create, store, and distribute documents based on record triggers, approvals, or events, while saving generated files directly to Salesforce Files or external storage systems.

There are other test drives available that might be of interest to you as well. Head back to the 

Automated Doc Gen

Manual Doc Gen

Merge Documents

CloudFiles Salesforce

Salesforce

Installation guide

Connect external folder to a record

Access, share and track a file

Share files in experience cloud (community)

Document Generation with CloudFiles

Quick Starts

Merge External Documents

Real-Time Document Generation with Runtime Variables

Secure PDF Generation

Document Generation Test Drive

Automatic Folder Structures Test Drive

CloudFiles Widget Configurations Test Drive

Copy Email Attachments to Case Folders Test Drive

Custom Object Creation on File Upload Test Drive

External File Sharing & Collection via CloudFiles Datarooms

Move External Storage Files to SFDC Files Test Drive

Move Lead folder to Account folder on conversion

Move SFDC Files to External Storage Test Drive

Nested Folders based on Object Relationships Test Drive

Template Folder Cloning Test Drive

Update Sharepoint Folder Name Test Drive

Document Management & Sharing Test Drives

Business Document Fields & Line Items Extractor

Document AI Playground Test Drive

KYC Upload Checker using AI

Smart SharePoint Column Updates Using Document AI

Split External Files using AI

Split Salesforce Files using AI

Document AI Test Drives

Test Drive

Automations

Adding CloudFiles widgets to Salesforce Classic

Document Generation configuration

Features

Custom Object Mode Flow Setup

Platform Event Mode Flow Setup

Intercepting CloudFiles Events

Content Version Created

Content Version Created Batch

Salesforce File Copied

Salesforce File Attached

Folder Created

Document Split

File Received

File Replaced

File Viewed

File Uploaded

Resource Attached

Resource Updated

Document Generated

Document Processed

Error Event

Resource Cloned

Resource Deleted

All Event Types

Events

Copy Resources

Copy Salesforce Files

Create Attachment

Create File Connect Files

Create Folder

Create Folder (Async)

Create Microsoft Team

Create Salesforce File

Create Salesforce Files (Batch)

Create SharePoint Site

Delete Attachment

Delete Resource

Get Attachments

Get Connected Folder

Get Files Connect Resource Id

Get Folder Contents

Get Resource Details

Get Resource Property

Get Salesforce Files

Move Resource

Search by Resource Metadata

Set Resource Property

Set Resource Property (Batch)

Update Permissions

Doc Management Flow Actions

Add to Dataroom

Create Dataroom

Create File Request

Create Link

Remove from Community

Share With Community User

Update Link Settings

Doc Sharing Flow Actions

Generate Document

Generate Document (Sync)

Generate Document  (Batch)

Merge Documents (Sync)

Doc Generation Flow Actions

Process Document using AI

Query Document

Query Document (Batch)

Split Document using AI

Doc AI Flow Actions

Assign User Licenses

Unassign User Licenses

Delay

Get Event Details

Misc Flow Actions

Flow Actions

Automated nested folders creation based on object relationships

Automatically moving files from Salesforce storage to external storage

Copy Email Attachments to Case Folders in external storage if Email-to-Case is activated

Create Automated Folder Hierarchies for Managing External Files from Salesforce Objects

Enable Custom Actions in CloudFiles Widget: Build an Archive Button with Salesforce Flow

Setting Up a Custom List Action in the CloudFiles Widget

Renaming a folder in Sharepoint when the Record is updated

Document Management Tutorials

How to build a template (Word)

How to generate a document manually via the Doc-Gen widget

How to generate a document via automation (Record Triggered)?

Document Generation Tutorials

AI Flows - Initial Setup Guide

Batching AI Queries

Classify and Rename Uploaded Files

Handling CSV text Output from AI Query

Handling JSON Output from AI Query

KYC Upload Checker

Line Item Extraction

Mass property extraction from a Medical Form

Signature Checking

Splitting multiple combined POs into child objects

Using AI for Simple Data Extraction from KYC Files

Document Checklist

Document AI Tutorials

Tutorials

Installing from the Salesforce AppExchange

What's In the Package?

Installation

CloudFiles Account Setup

Doc Gen Widget Set-up

Template Builder Setup

Usage

User Management

Configuration

Template - Resources

Template - Actions

Template Creation

DocuSign Integration for Word-based Document Generation

Generating Documents

Document Generation

What's in the Package ?

Technical Requirements

External Storage / Library Configuration

Branding Setting

Link Defaults

CloudFiles Widgets Guide

CloudFiles Permissions

Content Library

Field Service Lightning Support

Image Resize Feature

Using a service account

Utilize CloudFiles widget in Custom Screen Flows

Widget Configuration Guide

Widget Flow Actions in CloudFiles

Document Management & Sharing

What's In the Package

AI Playground

Document AI

Platform Events Apex Handler (Object Type)

Platform Events

Create SharePoint Drive

Split Document

CloudFiles Client

Apex