Carbone vs. CloudFiles

Streamline your document generation with Carbone. Create templates using popular editors like Word, Excel, LibreOffice, or Google Docs, and provide data in JSON format. Carbone seamlessly merges your data into templates to generate professional reports. Supported documents: PDF, DOCX, XLSX, ODT, ODS, PPTX, ODP, XML, HTML, IDML, JPEG, PNG, EPUB, TXT and CSV 🎨 𝗗𝗲𝘀𝗶𝗴𝗻𝗶𝗻𝗴 𝗮 𝘁𝗲𝗺𝗽𝗹𝗮𝘁𝗲 Anyone can create and edit templates; you don't have to ask a developer to make a change.

CloudFiles is document automation for Salesforce. It manages, generates, shares and processes the documents a business runs on, directly from the Salesforce record, while the files stay in the customer’s own storage. CloudFiles Document Management connects Salesforce records to Microsoft SharePoint, Google Drive, Microsoft OneDrive, Amazon S3, Dropbox and Box. Every record gets its own folder, built from a structure and naming rules set once, and files are shared externally through links that expire, can require a password, and track opens and downloads.