After setting up your resources, you can use the following actions to build your template:

  • Insert Field – Add standard or custom fields from the Master Object, or create and insert resources as needed.
  • Insert Picture – Insert images from URL fields directly into your document template.
  • Insert Table – Create and customize tables based on Salesforce records, adjusting structure and content as required.
  • Insert Loop – Repeat a section of the template dynamically for a set of records or a record collection.
  • Insert Condition – Apply conditional logic to insert text, tables, or pictures based on specific field values.
  • Inser Link - The Insert Link action adds a hyperlink to your document using a stored URL. The link can have a custom label and dynamically update if the URL is stored in a record.
  • Document Title – Assign a title to the generated document by selecting a relevant field for better organization.

Video Overview

The image below illustrates the process of generating a receipt using CloudFiles Doc Gen.

The video guides the user through the process of creating a Word template for document generation in CloudFiles Doc Gen. It explains how to structure the template and map Salesforce record fields for automated receipt generation.