---
source: https://carbone.io/integration/salesforce.html
title: "Generate custom PDF reports from Salesforce"
description: "No more limits to generate any kind of document with your Salesforce data. With Carbone, take advantage of the most advanced PDF report generator and create your documents with simple Word(docx), Excel(xlsx), Powerpoint(pptx), Libreoffice(odt, ods, odp) templates."
generated_at: "2026-07-24"
---

# Salesforce

![salesforce logo](/integration/salesforce/logo.svg)

![Carbone logo](/img/carbone_icon_v3_github.png)

Advanced reporting with your Salesforce data

**[Use Carbone in Salesforce](https://www.salesforce.com/)**

## Go beyond the limits of Salesforce report generator

Generate all the documents you want from your Salesforce data. With Carbone, the sky's the limit. You can create custom documents to enhance your image and business performance, such as :

-   Invoices / Quotes
-   Contracts / Agreements
-   Product presentations
-   Financial report / Business report
-   Shipping label / Customs forms
-   ...

![Go beyond the limits of Salesforce report generator illustration](/integration/salesforce/image1.webp)

## No need to be a developer

Use familiar tools you already know to create your report, like Microsoft Word, Excel, Powerpoint, Libreoffice, Google Docs, Google Sheets, Google Slides, Canva, ... There's no need to learn a new editor or hire a developer to work with an HTML format.

Document generation is made available to a diverse range of stakeholders, including clients, marketing, sales, product owners, and customer success.

And all this with no design limits and integrating all kinds of data: text, formatted or aggregated numbers, barcode, QR code, pictures, graphs, ...

**[Create your first template](https://studio.carbone.io)**

![No need to be a developer illustration](/integration/salesforce/image2.webp)

## Ready to use in minutes. Not months

Use the power of no-code tools to automate the creation of your production, marketing, sales or customer documents without development in record time.

You can benefit directly from our integrations with no-code tools : Zapier, Make, Bubble, Retool, Appsmith, Automatisch, ...

**[Connect on Zapier](https://zapier.com/apps/carboneio/integrations/salesforce)**

**[Connect on Make](https://www.make.com/en/integrations/carbone/salesforce)**

![Ready to use in minutes. Not months illustration](/integration/salesforce/image3.webp)

## Make your own custom integration

If you want to go even further, the Carbone REST API is very easy to use.

You can write your own application in Salesforce to natively integrate the power of Carbone into your precise use case.

**[API documentation](/documentation/developer/http-api/introduction.md)**

![Make your own custom integration illustration](/integration/salesforce/image4.webp)

## Use applications from our partners

You can directly use applications available on the appexchange that already integrate the power of Carbone.

![Use applications from our partners illustration](/integration/salesforce/image5.webp)

### XfilesPro - DocuPrime

Generate quotes, contracts, proposals, invoices, and much more in Salesforce with ease, speed, & consistency by using XfilesPro DocuPrime. Automate your doc gen process with multiple customizable templates to boost efficiency, save time, and reduce costs.

**[XfilesPro](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000G61iaUAB)**

## Trusted by 800+ paid customers in 40+ countries

## Related topics

- [Zapier](/integration/zapier.md)
- [Vibe](/integration/vibe.md)
- [Subnoto](/integration/subnoto.md)
- [Retool](/integration/retool.md)
- [Python](/integration/python.md)
- [Pipedrive](/integration/pipedrive.md)