Excel-to-Word Document Automation vs. CloudFiles

The Excel-to-Word Document Automation Add-in easily links/updates Word and PowerPoint content (text, tables, and charts) based on Excel data and calculations. Update text, tables, charts, and lists in any new or existing Word or PowerPoint document from any new or existing Excel workbook. Improve productivity of recurring reports that need to be customized multiple times. Save time and improve accuracy. The Excel-to-Word Document Automation add-in is Microsoft 365 Certified.

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.