DocXpert vs. CloudFiles

DocXpert is a Salesforce app that allows you to create custom documents in docx and PDF formats with dynamic tables, images, and text blocks in just a few clicks. With DocXpert, all employees work with the same templates, which are managed centrally. This ensures that your company’s corporate design is always maintained. DocXpert eliminates copy & paste and spelling errors, and the text blocks ensure that all necessary information is always included in the document. You can transform Salesforce data into various types of documents as quickly as Lightning and as easily as Word.

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.