CloudFiles for Salesforce: Getting Started

In this article we give a quick tutorial on how to get started with CloudFiles. Install the CloudFiles app, upload a file through any object, configure & access the link and view the analytics right there...

In this quick start, we show you how to connect your files, configure a link and see analytics on that link all within Salesforce.

If you haven't already done so, install & setup the CloudFiles app from the Salesforce Appexchange.

Once you have CloudFiles installed in your Salesforce objects, refer to the 5 steps below.

Step 1. Access CloudFiles' LWC

You can access CloudFiles from any object including custom objects using the CloudFiles tab as shown below -




Step 2. Attach a file

You can upload any type of file to your CloudFiles content library and attach it to the Salesforce object. Click on the add button to attach the selected file to your record.

Additionally, you can also convert your CloudFiles content library into a mirror of your existing cloud storage (Google Drive, OneDrive, Box, Dropbox, Sharepoint). This gives you the ability to add a powerful link sharing layer over your existing cloud storage.

Step 3. Configure Link

Click on the attachment dropdown and choose the Share option. We automatically create a publicly shareable link for the file. You can set a number of security & analytics settings on this link. You can further change these settings anytime right from the Salesforce object.

You can also access the settings and other things related to this link right from this record now. This is shown in the screenshot below.

Step 4. Preview or access the link

To checkout how your file looks in the CloudFiles viewer, you can either preview the file or open the link directly.  If you are using advanced security settings, we recommend checking the link directly since preview does not support all settings.

You can also white-label the viewer by using your own custom logo & domain.

Viewer

Step 5. Check the Analytics

You can view your file analytics right there from the Salesforce object. You can analyze a number of details such as opens, time spent, pagewise analytics etc... You can also drill down into individual users, devices & sessions in case the link has been accessed multiple times.

You can further see your overall analytics through the CloudFiles Custom Object as shown below -

Step 6. Flows & Apex Support

You can also do any of the things above through CloudFiles flow builder triggers or using our Apex API. These customizations can further streamline your processes.

Contact us with your requirement if you'd like to set these up.