Automated Document Generation in Salesforce - Trigger-Based, Scalable & Effortless
Eliminate manual document creation with AI-powered automation. Generate, store, and attach dynamic, data-driven documents in Salesforce—triggered by record changes, platform events, and workflow actions.
Loved and trusted
by companies across industries — from finance, real estate to healthcare.
Existing Doc Gen Tools Lack True Automation!
Most document generation tools in Salesforce fall short when it comes to real-time automation, intelligent data handling, and seamless integration with workflows. They require manual intervention, complex configurations, or lack event-driven execution, making them inefficient for dynamic business processes.
Limited or No Event-Driven Generation
Most tools lack true automation—users must manually trigger document creation or rely on limited scheduling options. CloudFiles automates document generation entirely, using record-triggered flows and platform events for real-time, hands-free execution.Manually entering data, formatting content, and generating documents leads to delays and human errors, reducing efficiency.
Complex Setup & Rigid Templates
Traditional solutions require complicated configurations and static templates that don’t adapt to dynamic business rules. CloudFiles enables intelligent template selection, dynamic data population, and conditional content logic, ensuring highly flexible document generation.
Poor Salesforce Flow & Platform Event Integration
Many tools fail to integrate deeply with Salesforce Flow Builder & Platform Events, leading to disjointed processes and limited automation capabilities. CloudFiles Doc Gen is natively built for Salesforce automation, ensuring seamless trigger-based document workflows.
No Smart Document Management
Competitor solutions generate documents but lack automated storage, retrieval, and sharing—forcing users to manually attach and organize files. CloudFiles automatically stores, attaches, and links generated documents to the right Salesforce records, ensuring easy access and compliance.
Scalability & Bulk Processing Limitations
Most document generators struggle with bulk processing and can’t efficiently scale across large datasets. CloudFiles Doc Gen supports bulk automation, high-volume document generation, and multi-step workflows, making it ideal for enterprises.
These shortcomings lead to manual work, fragmented processes, and poor scalability—hindering true document automation in Salesforce.
Meet CloudFiles Automated Document Generation
CloudFiles Doc Gen eliminates manual effort by automating document creation, linking, and storage based on Salesforce triggers and platform events.
Comprehensive Integration & Automation
CloudFiles integrates seamlessly with Salesforce, allowing both manual and automated document generation via Flow Actions and Lightning Web Component (LWC).
- Supports real-time, hands-free execution upon record creation or update.
Flexible Template Management & Dynamic Data Population
Templates can be created in Microsoft Word with fields, conditions, tables, and images.
- Dynamically pulls Salesforce data, including related records and custom objects, ensuring real-time, structured, and branded document creation.
Advanced Workflow Automation & Event-Driven Processing
Uses Salesforce Platform Events to trigger actions like approvals, notifications, and external sharing.
- Ensures documents are instantly linked to relevant Salesforce records and flow seamlessly into automated workflows.
Efficient Storage, Version Control & Multi-Format Support
Automatically attaches generated documents to Salesforce records, the Content Library, or external storage.
- Supports multiple formats (PDF, DOCX, etc.), version control, and controlled access for both internal and external stakeholders.
Scalability & Bulk Processing
Allows batch processing to generate multiple documents simultaneously.
- Supports synchronous and asynchronous execution, optimizing performance for high-volume document generation.
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Used across industries
CloudFiles’ document management streamlines marketing and sales workflows, boosting efficiency while saving time and money.
Financial Services
Automate loan documents, manage KYC forms, and ensure compliance.Speed up client reporting and improve data privacy with AI-powered workflows.
Non-Profit
Simplify grants, automate reports, and manage volunteer data. Enhance relief efforts and fundraising while meeting compliance standards.
Technology & IT
Manage documentation, automate contracts, & track compliance. Securely share specs, use analytics, & improve privacy with advanced workflows.
CloudFiles Use-Cases
See how CloudFiles helps streamline workflows in Salesforce
Organize KYC Docs
Wealth managers upload, organize & verify KYC docs right from Asset records in half the time
Quick Templates Selection
Govt. contractors generate accurate quotes from hundreds of formats to get paid quickly
Meal Planning
Food companies generate meal plans and send them as email attachments for their audience
Digitize Medical Records
Hospitals digitize medical prescriptions by auto-reading them into checklist fields
Auto KYC Entry
Transportation companies classify KYC docs automatically & pull relevant info into fields
Split Large Forms
Law firms split identity documents which are often sent in a cumbersome, combined format by the client
CloudFiles Automated Generation is a game-changer.
But don’t just take it from us.
4.9/5
4.8/5
4.5/5
CloudFiles is an excellent, easy-to-use app. It quickly solved our Salesforce to SharePoint file transfer crisis with seamless implementation and outstanding customer support. Highly recommend!
Vishal TalpallikarAviva
CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!
Irwin MenciasMālama Solar
CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses.
Latha DavuluriW. R. Grace & Co.
CloudFiles' SharePoint/Salesforce integration is excellent. The team is collaborative, responsive, and highly knowledgeable. They go the extra mile to meet our needs. Highly recommend.
Adam AdyAnteriad
CloudFiles is incredibly robust and handles our document processes flawlessly. The highly responsive team are true problem solvers. Worth every dollar. Absolutely recommend for Salesforce.
Victor VillalobosThe Financial Interior, LLP
CloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration.
Oscar ChacónSagicor Financial Corporation
Flawless app with exceptional support. CloudFiles exceeds expectations in testing, implementation, migration, and automation. Highly recommend exploring this solution for connecting file storage to Salesforce
Mark SalibBDA Partners
Using CloudFiles' SharePoint integration with Salesforce has saved us on data storage costs. Their support and flow templates for file permissions are excellent. Highly recommended!
Ed PashkinRainforest Alliance
CloudFiles has has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended.
Jeremy AhoyoAtlante
CloudFiles is an excellent, easy-to-use app. It quickly solved our Salesforce to SharePoint file transfer crisis with seamless implementation and outstanding customer support. Highly recommend!
Vishal TalpallikarAvivaCloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!
Irwin MenciasMālama SolarCloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses.
Latha DavuluriW. R. Grace & Co.CloudFiles' SharePoint/Salesforce integration is excellent. The team is collaborative, responsive, and highly knowledgeable. They go the extra mile to meet our needs. Highly recommend.
Adam AdyAnteriadCloudFiles is incredibly robust and handles our document processes flawlessly. The highly responsive team are true problem solvers. Worth every dollar. Absolutely recommend for Salesforce.
Victor VillalobosThe Financial Interior, LLPCloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration.
Oscar ChacónSagicor Financial CorporationFlawless app with exceptional support. CloudFiles exceeds expectations in testing, implementation, migration, and automation. Highly recommend exploring this solution for connecting file storage to Salesforce
Mark SalibBDA PartnersUsing CloudFiles' SharePoint integration with Salesforce has saved us on data storage costs. Their support and flow templates for file permissions are excellent. Highly recommended!
Ed PashkinRainforest AllianceCloudFiles has has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended.
Jeremy AhoyoAtlante
CloudFiles is an excellent, easy-to-use app. It quickly solved our Salesforce to SharePoint file transfer crisis with seamless implementation and outstanding customer support. Highly recommend!
Vishal TalpallikarAvivaCloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!
Irwin MenciasMālama SolarCloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses.
Latha DavuluriW. R. Grace & Co.CloudFiles' SharePoint/Salesforce integration is excellent. The team is collaborative, responsive, and highly knowledgeable. They go the extra mile to meet our needs. Highly recommend.
Adam AdyAnteriadCloudFiles is incredibly robust and handles our document processes flawlessly. The highly responsive team are true problem solvers. Worth every dollar. Absolutely recommend for Salesforce.
Victor VillalobosThe Financial Interior, LLPCloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration.
Oscar ChacónSagicor Financial CorporationFlawless app with exceptional support. CloudFiles exceeds expectations in testing, implementation, migration, and automation. Highly recommend exploring this solution for connecting file storage to Salesforce
Mark SalibBDA PartnersUsing CloudFiles' SharePoint integration with Salesforce has saved us on data storage costs. Their support and flow templates for file permissions are excellent. Highly recommended!
Ed PashkinRainforest AllianceCloudFiles has has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended.
Jeremy AhoyoAtlante
"CloudFiles is an excellent, easy-to-use app. It quickly solved our Salesforce to SharePoint file transfer crisis with seamless implementation and outstanding customer support. Highly recommend!"
Vishal Talpallikar
Aviva
"CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!"
Irwin Mencias
Mālama Solar
"CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses."
Latha Davuluri
W. R. Grace & Co.
"CloudFiles' SharePoint/Salesforce integration is excellent. The team is collaborative, responsive, and highly knowledgeable. They go the extra mile to meet our needs. Highly recommend."
Adam Ady
Anteriad
"CloudFiles is incredibly robust and handles our document processes flawlessly. The highly responsive team are true problem solvers. Worth every dollar. Absolutely recommend for Salesforce."
Victor Villalobos
The Financial Interior, LLP
"CloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration."
Oscar Chacón
Sagicor Financial Corporation
"Flawless app with exceptional support. CloudFiles exceeds expectations in testing, implementation, migration, and automation. Highly recommend exploring this solution for connecting file storage to Salesforce"
Mark Salib
BDA Partners
"Using CloudFiles' SharePoint integration with Salesforce has saved us on data storage costs. Their support and flow templates for file permissions are excellent. Highly recommended!"
Ed Pashkin
Rainforest Alliance
"CloudFiles has has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended."
Jeremy Ahoyo
Atlante
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CloudFiles’ document management streamlines marketing and sales workflows, boosting efficiency while saving time and money.
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