Its capabilities are organized into five feature areas: the All-Format Designer, the Dynamic Data Layer, the Template Governance Hub, the Dynamic Document Generation Engine, and the Connected Ecosystem Layer.

All-Format Designer

Design polished, multi-format templates directly inside the tools your teams already use — Microsoft Word, Excel, PowerPoint, and Salesforce's native PDF builder. With CloudFiles add-ons and brand-safe formatting controls, you can create DOCX, XLSX, PPTX, and PDF templates that preserve layouts, apply clean data formatting, retain complex tables, and stay perfectly on-brand with consistent styling and watermarks. Learn more in the All-Format Designer guide.

  • Multi-Format Add-Ons — Build templates in Microsoft Word, Excel, and PowerPoint with native add-ins, or turn existing PDFs into data-driven templates in Salesforce's native PDF builder, with Google Workspace add-ons on the way.
  • Formatting Controls — Preserve styles, fonts, layouts, and complex tables, apply clean data formatting for currency, dates, and text, and keep every document on-brand with logos and watermarks.

Dynamic Data Layer

Pull, model, and personalize Salesforce data inside every template. The Dynamic Data Layer lets you tap into any object or related data, shape it with runtime variables and precision controls, and render it dynamically using tables, conditions, loops, images, and data-driven titles — so documents auto-adapt to real customer data: accurate, contextual, and ready to generate at scale. Learn more in the Dynamic Data Layer guide.

  • Universal Salesforce Data Access — Connect to any standard or custom object, traverse multi-level relationships, and insert every Salesforce field type without workarounds.
  • Data Modelling Layer — Shape inputs with single and collection resources, real-time runtime variables, and precision controls for filtering, sorting, grouping, and defaults.
  • Dynamic Content Builder — Auto-fill tables from collections, show or hide content with conditional blocks, repeat sections with loops, insert dynamic images, and generate data-driven document titles.
  • Real-Time Personalization Inputs — Capture last-mile details through interactive user inputs from list-view and record-page buttons, or from screen-flow inputs during generation.

Template Governance Hub

Manage your templates end-to-end from one centralized control zone. The Template Governance Hub combines pre-publish validation, structured version and release management, and usage/audit visibility — so every template stays accurate, brand-safe, and reliably ready for automation. Learn more in the Template Governance Hub guide.

  • Template Management Hub — Validate templates against real record data before publishing, manage versions and releases cleanly, and track usage for audits and reporting.
  • Template Gallery — Discover and reuse templates from a centralized library with quick browse, search, and preview.

Dynamic Document Generation Engine

Create documents in real time or through high-volume automations using dynamic Salesforce data. Apply post-generation controls and consolidate multiple files into one secure, ready-to-send package. Learn more in the Dynamic Document Generation Engine guide.

  • Instant & On-Demand Generation — Generate documents with one click from any record via the CloudFiles widget, or automatically through Record-Triggered Flows, Screen Flows, and Apex actions.
  • Bulk & Background Generation — Create hundreds or thousands of documents asynchronously with scalable batch processing, ideal for statements, reports, and invoices.
  • Post-Generation Controls — Apply PDF security, password protection, print/copy restrictions, and retention timers, and return instant preview and download URLs.
  • Unified Document Merging — Combine multiple templates, previously generated files, and uploaded or externally stored PDFs into a single consolidated document package.

Connected Ecosystem Layer

Extend CloudFiles Document Generation beyond templates and generation, across your entire ecosystem — into e-sign flows, Salesforce integrations, CloudFiles products, and custom systems. Learn more in the Connected Ecosystem Layer guide.

  • Integrated e-Signature Support — Prepare, send, sign, and auto-store documents with your preferred provider (DocuSign today, Adobe Sign coming soon) using template-level signature fields and automated recipient assignment.
  • Deep Salesforce Integrations — Run Doc Gen inside Experience Cloud, Salesforce Mobile, Field Service Lightning mobile, and Agentforce actions.
  • Cross-Product Compatibility — Combine Doc Gen with CloudFiles Document Management, analytics-powered Document Sharing, and Document AI for end-to-end document workflows.
  • API & Developer Extensibility — Trigger, control, and scale generation from Apex actions, REST APIs, and event-driven automation.