CloudFiles for Salesforce: Install, Upload, View & Track

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...

We first talk about how to install the CloudFiles app in your Salesforce

Installing CloudFiles in Salesforce

Follow the 4 steps below to install CLoudFiles in your Salesforce account (production or sandbox)

  1. Log into Salesforce as a Salesforce Admin.
  2. Go to the CloudFiles listing on the Salesforce App Exchange (coming-soon), and click on Get It Now
  3. Follow the prompts to install either in production or in a sandbox.
  4. At separate points during the installation, the installer prompts you to:
    • accept and Approve Third-Party Access for remote settings.
    • Grant access to all users.
    • Click Next or Continue in other screens to complete the installation.

Great. Now that we have the initial setup out of the way, let's get started. Follow the 5 steps below to quickly understand the basics of CloudFiles.

Step 1. Access CloudFiles

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

Step 2. Upload file

You can upload any type of file your CloudFiles content library, local storage, Google Drive, OneDrive, Box, Dropbox, Salesforce storage etc... Click on the add button to add the selected file to your record.

Additionally, you can also convert your CloudFiles content library into a mirror of these cloud storages (coming soon). This gives you the ability to add a powerful link sharing layer over your existing cloud storage.


Step 3. Configure Link

As soon as you add the file to the record, we create a link. You can configure this link from the security settings screen pop-up that opens up.

You can 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 directly since preview does not support all settings.


Step 5. Check the Analytics

You can view your file analytics right there in the record. You can drill down into individual users, devices & sessions.

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