u/Alternative-March407

We've been building a Doc Gen tool for Salesforce (CloudFiles, full disclosure, I work there)

The three things we heard most:

1. The template setup is a nightmare for non-technical users. SOQL queries, URL parameters, nested conditional logic. Conga templates can become something only one person in your org understands, and when they leave, you're stuck.

2. Formatting breaks on output. Word to PDF conversions that don't quite look right, layouts shifting when dynamic data gets injected, extra tweaking needed after every generation.

3. Automation still feels old-school. URL-based logic, manual steps post-generation. Getting from "document generated" to "signed, stored, and attached back to the record" requires stitching things together yourself.

With CloudFiles we tried to address all three: templates are built directly inside native Word/Excel/PowerPoint (no new editor to learn), formatting is preserved pixel-perfect on output, and the full flow (generate, sign via DocuSign, store to SharePoint/Google Drive/S3, attach to record) can be automated in one setup.

Are these actually the pain points you've hit with Conga? Or is something else the bigger frustration?

Hi r/salesforce, I'm looking to move files from Salesforce to SharePoint, along with document generation capabilities. My partner has recommended CloudFiles from AppExchange. Has anyone used it? Recommendations or feedback is appreciated.
I need to make a decision soon.

Hey r/salesforce Marketing head at CloudFiles here, we have built one of the leading Salesforce SharePoint integration tools, so we've seen a LOT of setups.

A few mistakes we see constantly...

1. Not automating folder creation.

Most teams connect SharePoint and manually create folders for every record. Six months later nobody can find anything. Folder automation tied to record creation fixes this entirely.

2. Leaving existing Salesforce files behind.

Teams set up the integration going forward but never migrate their existing files. Salesforce storage is ~$5/GB/month. SharePoint is essentially free with your M365 licence. Most teams are sitting on thousands of dollars in avoidable storage costs.

3. No visibility on shared documents.

Files get sent out and you never know if they were opened. Page-level engagement tracking on shared documents changes how sales teams follow up.

Been doing this long enough to have opinions, happy to answer any questions about connecting the two, folder structures, permission management, Flow setup, whatever.

*Disclosure: I work at CloudFiles. Free tier available, paid plans from $19/user/month. Full pricing at cloudfiles.io/pricing. AppExchange listing with free 14-day trial also available.*

What's been your biggest headache with Salesforce SharePoint? 🤔