The surface changes. The governance does not. S-Docs for Headless 360 turns AI requests from Slack, Agentforce, Claude, and more into governed document workflows powered by Salesforce.
S-Docs for Headless 360
Generate from Anywhere. Govern in Salesforce.
100% Salesforce Native
Agent-Callable Workflows
Governed Execution
The Shift
Before
Document workflows could be automated inside Salesforce, but initiation still depended on actions taken in Salesforce.
Now
With Headless 360, document generation meets you where you work, governed by Salesforce in the background.
Built for the Workflows That Matter
Click through real workflow examples to see how teams can generate documents, check signature status, and keep every action governed in Salesforce.
Agentic Efficiency. Enterprise Security.
Salesforce-Native
Use Salesforce permissions, templates, and governance—without ever sending data outside the platform.
Agent-Callable
Let users ask for governed document generation through the surfaces where they already work.
Built for Real Operations
Generate quotes, contracts, proposals, renewal packets, and more, without context-switching.
Agentic Document Generation Across The Enterprise
Give teams across the business a governed way to initiate document generation while Salesforce keeps the data, templates, and logic connected.
Public Sector
Bring governed document generation into citizen-facing portals for permits, notices, approvals, and case communications — with Salesforce remaining the trusted system of record.
Financial Services
Give client-facing teams a faster way to generate onboarding, servicing, and disclosure documents — with Salesforce as the trusted source.
Healthcare & Life Sciences
Support data-sensitive healthcare and life sciences workflows with AI-ready document generation grounded in Salesforce controls.