Access any Salesforce object or field to power your document content, with no restrictions on where the data lives or how it is related.
Any-Object Access
CloudFiles lets templates fetch data from any standard or custom Salesforce object using Master Record variables and User variables. Use any Salesforce data source without limits - the template connects wherever your data lives.
Field Compatibility
CloudFiles supports all Salesforce field types when merging data into templates, so every field is inserted exactly as stored - no formatting workarounds, no field restrictions. Supported field types include:
- String
- Number
- Currency
- Date/Time
- Boolean
- Picklist
- Rich Text
Relationship Access
Templates can pull related data across parent-child and lookup relationships, including multi-level relationship paths. This brings complete customer context into documents automatically, even across complex data models.
