Windward Hub for Salesforce

Integrated Document Generation & Automation Tools for Salesforce

The Salesforce blue cloud logo.

Salesforce is the world's number one CRM solution, and can be used to simplify almost all business processes. Except one—document generation and automation. In fact, the tool doesn't provide any document automation solutions at all.

Every efficient organization knows that document automation is essential to monitoring the progress of their projects and their operations. That's where Windward steps in with our integrated document generation tools. With its industry-leading template design, universal output capabilities, and powerful automated processes, Windward Hub is a native tool, designed with Salesforce integration in mind.

Who Needs Document Automation for Salesforce?

Because Salesforce is an all-in-one tool designed to touch all sides of the business, Windward is designed for each level of user from your sales team to business analyst and software developer. Gone are the days of developers spending time creating, formatting, and reformatting reports for sales teams and analysts. Our tool is specifically designed with teams in mind—so you can work collaboratively and save time and money.

Learn more about our integrated tool.

Windward Hub for Salesforce

Add Powerful & Easy to Use Document Automation to Salesforce

Integrated Document Generation & Automation Tools for Salesforce

The Salesforce blue cloud logo.

Salesforce is the world's number one CRM solution, and can be used to simplify almost all business processes. Except one—document generation and automation. In fact, the tool doesn't provide any document automation solutions at all.

Every efficient organization knows that document automation is essential to monitoring the progress of their projects and their operations. That's where Windward steps in with our integrated document generation tools. With its industry-leading template design, universal output capabilities, and powerful automated processes, Windward Hub is a native tool, designed with Salesforce integration in mind.

Who Needs Document Automation for Salesforce?

Because Salesforce is an all-in-one tool designed to touch all sides of the business, Windward is designed for each level of user from your sales team to business analyst and software developer. Gone are the days of developers spending time creating, formatting, and reformatting reports for sales teams and analysts. Our tool is specifically designed with teams in mind—so you can work collaboratively and save time and money.

Learn more about our integrated tool.

Integrated Application Designed for Salesforce

So, how does it work? With Windward, output is native to Salesforce, which means that you can export your data from Salesforce and format it to create flawless documents with ease and precision.

Because our tool integrates seamlessly, you can use Salesforce natively and create on-demand and scheduled reports. Users design them once in the tools they know best like Microsoft Word and Excel.

Ready to give Windward a try? Download a free trial today.

Integration with Windward Maestro

Unlike Windward Solo—a free-form desktop design environment to create fully compatible, data connected templates in Windward's document and report automation software—the Windward Hub platform for Salesforce allows you to integrate reporting natively from Salesforce.

Make your developers and Salesforce engineers lives much easier with our no-code/low-code set up. Read about other Windward Hub components here.

Customized Report Generation Saves Time & Money

Salesforce lacks the ability to produce well-formatted documents, and many users agree that it is not powerful enough to keep up with industry standards. With the support of Windward Hub, users enjoy more powerful document automation capabilities with enhanced outputs. Our tools let users take advantage of features by adding amazing visual elements to your reports to make them more understandable and informative. And because it is MS Office, there is no limit to your designs and layouts using tools you're already familiar with. Read more on the blog about enabling business users to make their own template changes.

Windward Hub allows users to conquer more data and output more advanced formatting than any other solution today, and without writing a line of code every time you need new data visualization.

Want to know more about the benefits of automation? Check out our blog post about 7 practical benefits of generated reports.

Example of a template with the generated reports in pdf and printed formats.

Build with Powerful Smart Document Logic

Windward allows users to embed conditional logic inside their templates, allowing you to design templates quickly (often in minutes) so you don't need a programmer to do it. We also ensure that gathering data is not just limited to your Salesforce database. You can pull data from different Salesforce accounts and even from other CRM software programs. Empower your templates to dynamically include large sections of data and formatting based on the data you are outputting.

By eliminating the need for reports to go back and forth between designers, developers, analysts, and sales teams, every report is created fast, saving the entire organization time and money.

Leverage the power of Windward to take your Salesforce document automation to the next level. After all, who doesn't love creating quality documents in less time?

What Our Customers Are Saying

Before using Windward, we were using another document creation tool and this old tool required some very specific, technical, XSLT knowledge, which was scarce. We didn't have a lot of people with this knowledge and it's also scarce in the market. By changing to Windward, the whole technical challenge of creating a document has been eliminated. Read more...

Juriaan Kloek
IT Implementation Consultant
BearingPoint Caribbean

I don't have metrics, but I can say that some of our largest clients have on the order of 1,000,000 accounts and they are generating hundreds and hundreds of letters every day using Windward. I have never seen any problems on the performance side. It's not crashing or not performing on high volume. I can't recall any scenario where a client complained that Windward was crashing. Read more...

Verified Reviewer
Technical Manager
UK Tech Services

They've been very good. They're very prompt and fast. We've been using it for quite a while now, so at times, I've even talked to the president or the CEO, whenever we've needed to get an extra boost, because we've needed something a little more quickly. But their support has been awesome. Read more...

Jim Aiken
Product Development and Quality Assurance
HR Software Product

On a scale on one to ten, one being the worst and ten being the best, Windward is a 12. They're off the scale. I come from the software industry. I've worked for three software companies in my life, so I'm not a fan-girl of software. I'm more critical of software than the average person. When I tell you this is a good software application, take it to the bank. This is a great software application. Read more...

Valarie King-Bailey
CEO
OnShore Technology Group

We decided to integrate Windward so closely with our next-gen product, in part, because we've had years of success with it in the field. It's been proven to deliver exactly what we want and exactly what we'd expect out of a solution. That was the biggest driver for us. It just flat out delivers.

We've been able to save our clients between 20 and 40 percent of their time in developing these documents. They're able to build them once, make the modifications they need to, if they have to, and they're consistent. It's been a really positive experience for them. I had one client who said they're seeing upwards of 60 percent improvement in terms of the time and effort needed to generate the documents that they need to for their clients. Read more...

Mike Horrocks
Vice President of Product Management
Baker Hill

Reporting 시스템을 처음 사용하는 입장입니다. 일단 첫 번째로, 익숙해 지는 데까지 걸리는 시간이 짧다는 점이 가장 마음에 듭니다. 다음으로 간단한 인터페이스에 비해 생각하는 거의 대부분의 템플릿을 구현가능 하다는 점 입니다. 마지막으로 태깅 (tagging)이라고 하는 작업의 특징 상 그리 복잡도가 높지 않은 로직 코딩과도 비슷한 과정을 거치는데 조건문, 순환문, query 등 기본 지원 기능이 매우 강력한 점이 인상적 입니다. 소프트웨어 개발자 입장에서는 Windward 사용이 머리를 식힐 수 있는 일종의 exercise 로도 꽤 유용했네요. Read more...

Verified Reviewer
Korean Tech

They've been very good. They're very prompt and fast. We've been using it for quite a while now, so at times, I've even talked to the president or the CEO, whenever we've needed to get an extra boost, because we've needed something a little more quickly. But their support has been awesome. Read more...

Jim Aiken
Product Development and Quality Assurance
HR Software Product

It has helped to reduce costs. One of the departments that we are working with came back, and said, "They saw an increase of 70 percent efficiency as a result of using or leveraging Windward reports versus the old platform."

IT can now focus on strictly IT initiatives. They are not bogged down by business personnel asking them to change minor things and reports. We can now leverage the business to make changes on their own. This frees up IT resources for some more important things. Read more...

Hit Mistry
Vice President
PSC Group, LLC.

Before using Windward, we were using another document creation tool and this old tool required some very specific, technical, XSLT knowledge, which was scarce. We didn't have a lot of people with this knowledge and it's also scarce in the market. By changing to Windward, the whole technical challenge of creating a document has been eliminated. Read more...

Juriaan Kloek
IT Implementation Consultant
BearingPoint Caribbean

On a scale on one to ten, one being the worst and ten being the best, Windward is a 12. They're off the scale. I come from the software industry. I've worked for three software companies in my life, so I'm not a fan-girl of software. I'm more critical of software than the average person. When I tell you this is a good software application, take it to the bank. This is a great software application. Read more...

Valarie King-Bailey
CEO
OnShore Technology Group

Reporting 시스템을 처음 사용하는 입장입니다. 일단 첫 번째로, 익숙해 지는 데까지 걸리는 시간이 짧다는 점이 가장 마음에 듭니다. 다음으로 간단한 인터페이스에 비해 생각하는 거의 대부분의 템플릿을 구현가능 하다는 점 입니다. 마지막으로 태깅 (tagging)이라고 하는 작업의 특징 상 그리 복잡도가 높지 않은 로직 코딩과도 비슷한 과정을 거치는데 조건문, 순환문, query 등 기본 지원 기능이 매우 강력한 점이 인상적 입니다. 소프트웨어 개발자 입장에서는 Windward 사용이 머리를 식힐 수 있는 일종의 exercise 로도 꽤 유용했네요. Read more...

Verified Reviewer
Korean Tech

I don't have metrics, but I can say that some of our largest clients have on the order of 1,000,000 accounts and they are generating hundreds and hundreds of letters every day using Windward. I have never seen any problems on the performance side. It's not crashing or not performing on high volume. I can't recall any scenario where a client complained that Windward was crashing. Read more...

Verified Reviewer
Technical Manager
UK Tech Services

Before using Windward, we were using another document creation tool and this old tool required some very specific, technical, XSLT knowledge, which was scarce. We didn't have a lot of people with this knowledge and it's also scarce in the market. By changing to Windward, the whole technical challenge of creating a document has been eliminated. Read more...

Juriaan Kloek
IT Implemenation Consultant
BearingPoint Caribbean

We decided to integrate Windward so closely with our next-gen product, in part, because we've had years of success with it in the field. It's been proven to deliver exactly what we want and exactly what we'd expect out of a solution. That was the biggest driver for us. It just flat out delivers.

We've been able to save our clients between 20 and 40 percent of their time in developing these documents. They're able to build them once, make the modifications they need to, if they have to, and they're consistent. It's been a really positive experience for them. I had one client who said they're seeing upwards of 60 percent improvement in terms of the time and effort needed to generate the documents that they need to for their clients. Read more...

Mike Horrocks
Vice President of Product Management
Baker Hill

I don't have metrics, but I can say that some of our largest clients have on the order of 1,000,000 accounts and they are generating hundreds and hundreds of letters every day using Windward. I have never seen any problems on the performance side. It's not crashing or not performing on high volume. I can't recall any scenario where a client complained that Windward was crashing. Read more...

Verified Reviewer
Technical Manager
UK Tech Services

On a scale on one to ten, one being the worst and ten being the best, Windward is a 12. They're off the scale. I come from the software industry. I've worked for three software companies in my life, so I'm not a fan-girl of software. I'm more critical of software than the average person. When I tell you this is a good software application, take it to the bank. This is a great software application. Read more...

Valarie King-Bailey
CEO
OnShore Technology Group

It has helped to reduce costs. One of the departments that we are working with came back, and said, "They saw an increase of 70 percent efficiency as a result of using or leveraging Windward reports versus the old platform."

IT can now focus on strictly IT initiatives. They are not bogged down by business personnel asking them to change minor things and reports. We can now leverage the business to make changes on their own. This frees up IT resources for some more important things. Read more...

Hit Mistry
Vice President
PSC Group, LLC.

They've been very good. They're very prompt and fast. We've been using it for quite a while now, so at times, I've even talked to the president or the CEO, whenever we've needed to get an extra boost, because we've needed something a little more quickly. But their support has been awesome. Read more...

Jim Aiken
Product Development and Quality Assurance
HR Software Product

I don't have metrics, but I can say that some of our largest clients have on the order of 1,000,000 accounts and they are generating hundreds and hundreds of letters every day using Windward. I have never seen any problems on the performance side. It's not crashing or not performing on high volume. I can't recall any scenario where a client complained that Windward was crashing. Read more...

Verified Reviewer
Technical Manager
UK Tech Services

It has helped to reduce costs. One of the departments that we are working with came back, and said, "They saw an increase of 70 percent efficiency as a result of using or leveraging Windward reports versus the old platform."

IT can now focus on strictly IT initiatives. They are not bogged down by business personnel asking them to change minor things and reports. We can now leverage the business to make changes on their own. This frees up IT resources for some more important things. Read more...

Hit Mistry
Vice President
PSC Group, LLC.

They've been very good. They're very prompt and fast. We've been using it for quite a while now, so at times, I've even talked to the president or the CEO, whenever we've needed to get an extra boost, because we've needed something a little more quickly. But their support has been awesome. Read more...

Jim Aiken
Product Development and Quality Assurance
HR Software Product

Before using Windward, we were using another document creation tool and this old tool required some very specific, technical, XSLT knowledge, which was scarce. We didn't have a lot of people with this knowledge and it's also scarce in the market. By changing to Windward, the whole technical challenge of creating a document has been eliminated. Read more...

Juriaan Kloek
IT Implementation Consultant
BearingPoint Caribbean

On a scale on one to ten, one being the worst and ten being the best, Windward is a 12. They're off the scale. I come from the software industry. I've worked for three software companies in my life, so I'm not a fan-girl of software. I'm more critical of software than the average person. When I tell you this is a good software application, take it to the bank. This is a great software application. Read more...

Valarie King-Bailey
CEO
OnShore Technology Group

I don't have metrics, but I can say that some of our largest clients have on the order of 1,000,000 accounts and they are generating hundreds and hundreds of letters every day using Windward. I have never seen any problems on the performance side. It's not crashing or not performing on high volume. I can't recall any scenario where a client complained that Windward was crashing. Read more...

Verified Reviewer
Technical Manager
UK Tech Services

They've been very good. They're very prompt and fast. We've been using it for quite a while now, so at times, I've even talked to the president or the CEO, whenever we've needed to get an extra boost, because we've needed something a little more quickly. But their support has been awesome. Read more...

Jim Aiken
Product Development and Quality Assurance
HR Software Product

We decided to integrate Windward so closely with our next-gen product, in part, because we've had years of success with it in the field. It's been proven to deliver exactly what we want and exactly what we'd expect out of a solution. That was the biggest driver for us. It just flat out delivers.

We've been able to save our clients between 20 and 40 percent of their time in developing these documents. They're able to build them once, make the modifications they need to, if they have to, and they're consistent. It's been a really positive experience for them. I had one client who said they're seeing upwards of 60 percent improvement in terms of the time and effort needed to generate the documents that they need to for their clients. Read more...

Mike Horrocks
Vice President of Product Management
Baker Hill

Reporting 시스템을 처음 사용하는 입장입니다. 일단 첫 번째로, 익숙해 지는 데까지 걸리는 시간이 짧다는 점이 가장 마음에 듭니다. 다음으로 간단한 인터페이스에 비해 생각하는 거의 대부분의 템플릿을 구현가능 하다는 점 입니다. 마지막으로 태깅 (tagging)이라고 하는 작업의 특징 상 그리 복잡도가 높지 않은 로직 코딩과도 비슷한 과정을 거치는데 조건문, 순환문, query 등 기본 지원 기능이 매우 강력한 점이 인상적 입니다. 소프트웨어 개발자 입장에서는 Windward 사용이 머리를 식힐 수 있는 일종의 exercise 로도 꽤 유용했네요. Read more...

Verified Reviewer
Korean Tech

I don't have metrics, but I can say that some of our largest clients have on the order of 1,000,000 accounts and they are generating hundreds and hundreds of letters every day using Windward. I have never seen any problems on the performance side. It's not crashing or not performing on high volume. I can't recall any scenario where a client complained that Windward was crashing. Read more...

Verified Reviewer
Technical Manager
UK Tech Services

Reporting 시스템을 처음 사용하는 입장입니다. 일단 첫 번째로, 익숙해 지는 데까지 걸리는 시간이 짧다는 점이 가장 마음에 듭니다. 다음으로 간단한 인터페이스에 비해 생각하는 거의 대부분의 템플릿을 구현가능 하다는 점 입니다. 마지막으로 태깅 (tagging)이라고 하는 작업의 특징 상 그리 복잡도가 높지 않은 로직 코딩과도 비슷한 과정을 거치는데 조건문, 순환문, query 등 기본 지원 기능이 매우 강력한 점이 인상적 입니다. 소프트웨어 개발자 입장에서는 Windward 사용이 머리를 식힐 수 있는 일종의 exercise 로도 꽤 유용했네요. Read more...

Verified Reviewer
Korean Tech

They've been very good. They're very prompt and fast. We've been using it for quite a while now, so at times, I've even talked to the president or the CEO, whenever we've needed to get an extra boost, because we've needed something a little more quickly. But their support has been awesome. Read more...

Jim Aiken
Product Development and Quality Assurance
HR Software Product

Before using Windward, we were using another document creation tool and this old tool required some very specific, technical, XSLT knowledge, which was scarce. We didn't have a lot of people with this knowledge and it's also scarce in the market. By changing to Windward, the whole technical challenge of creating a document has been eliminated. Read more...

Juriaan Kloek
IT Implementation Consultant
BearingPoint Caribbean

We decided to integrate Windward so closely with our next-gen product, in part, because we've had years of success with it in the field. It's been proven to deliver exactly what we want and exactly what we'd expect out of a solution. That was the biggest driver for us. It just flat out delivers.

We've been able to save our clients between 20 and 40 percent of their time in developing these documents. They're able to build them once, make the modifications they need to, if they have to, and they're consistent. It's been a really positive experience for them. I had one client who said they're seeing upwards of 60 percent improvement in terms of the time and effort needed to generate the documents that they need to for their clients. Read more...

Mike Horrocks
Vice President of Product Management
Baker Hill

They've been very good. They're very prompt and fast. We've been using it for quite a while now, so at times, I've even talked to the president or the CEO, whenever we've needed to get an extra boost, because we've needed something a little more quickly. But their support has been awesome. Read more...

Jim Aiken
Product Development and Quality Assurance
HR Software Product

For over 10 years, Windward has lead the industry with our world-class document generation platform that creates visually stunning, data-powered documents designed exactly the way users want and are created in a fraction of the time and cost compared to existing solutions. Proudly located in Boulder, Colorado, Windward Studios is the premier solution for developers and business users adding reporting and document generation capabilities to their applications in over 70 countries around the world.

© 2019 Windward Studios Inc.