Universal Salesforce Data Access

Updated Jul 30, 2026·2 min read

Universal Salesforce Data Access is the foundation of the Dynamic Data Layer. It lets templates pull Salesforce data from anywhere - single records, custom objects, system variables, and multi-level relationships - so every generated document reflects live, accurate Salesforce information.

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.

Part of the Dynamic Data Layer.

Dynamic Data Layer

Data Modelling Layer