• Add To Dataroom – Add content to a dataroom from Apex.
  • Assign User Licenses – Assign CloudFiles user licenses from Apex.
  • Create Attachments – Create one or more attachments from Apex, linking files or folders to Salesforce records.
  • Create Content Version Batch – Create content versions for a batch of files in Salesforce from Apex.
  • Create Datarooms – Create one or more datarooms from Apex.
  • Create File Connect Files – Programmatically create Salesforce Files Connect objects for externally stored files from Apex.
  • Create File Requests – Create one or more File Requests from Apex to receive files from customers.
  • Create Folders – Create one or more folders from Apex.
  • Create Folders Async – Create one or more folders from Apex asynchronously, respecting cloud-storage and Salesforce rate limits.
  • Create Links – Create one or more CloudFiles links from Apex.
  • Create Microsoft Team – Create a Microsoft Team from Apex.
  • Create Salesforce File – Copy a file from external storage into Salesforce as a native Salesforce File, from Apex.
  • Create SharePoint Drive – Create a new SharePoint drive from Apex.
  • Create SharePoint Site – Create one or more SharePoint sites from Apex.
  • Copy Resources – Copy files and folders to a new location within the same external storage drive from Apex.
  • Copy Salesforce Files – Copy Salesforce Files to external storage from Apex. Files are queued and processed at a dynamic rate based on the external library, with no file-size limit.
  • Delay – Add a controlled pause to Apex execution, useful in asynchronous processes.
  • Delete Attachment – Disconnect a file or folder from a Salesforce record by deleting its attachment object.
  • Delete Resource – Delete one or more resources (files or folders) in connected external storage from Apex.
  • Generate Document – Generate one or more documents from Apex.
  • Generate Document (Batch) – Generate multiple documents from Apex in a single batch, optionally sent for signature as one combined DocuSign envelope.
  • Generate Document (Sync) – Generate one or more documents synchronously from Apex.
  • Get Attachments – Get the files and folders attached to one or more Salesforce records from Apex. Wraps the same Client.listAttachments() method as Get Connected Folder.
  • Get Connected Folder – Retrieve folder-type attachments (such as the connected Parent folder) for a Salesforce record from Apex.
  • Get Event Details – Resolve the full details of a CloudFiles Event from Apex.
  • Get Files Connect Resource Id – Retrieve Files Connect Resource Ids for external-storage files or folders from Apex.
  • Get Folder Contents – Get the contents of one or more folders stored in external systems like SharePoint or Google Drive.
  • Get Preview URL – Get preview URLs for one or more files from Apex.
  • Get Resource Details – Retrieve resource details from external storage in Apex via the GetResource invocable.
  • Get Salesforce Files – Retrieve the ContentDocument Ids of all Salesforce files attached to a record from Apex.
  • Merge Documents (Sync) – Combine multiple PDF, DOCX, PNG, or JPEG files into a single consolidated document synchronously from Apex.
  • Move Resources – Move one or more resources (files/folders) to a new destination from Apex.
  • Process Document using AI – Process one or more documents with AI from Apex.
  • Query Document – Run a Query Document/Dataset action from Apex.
  • Remove from Community – Unshare a file or folder from a Salesforce record and its Experience Cloud (community) users. Backed by the Client.unshareResources() Apex method.
  • Search by Resource Metadata – Search resources by metadata property from Apex.
  • Set Resource Property – Update resource metadata properties from Apex.
  • Share With Community User – Explicitly share resources with Experience Cloud pages or with users/groups from Apex.
  • Split Document – Intelligently split a document into multiple files from Apex.
  • Unassign User Licenses – Remove licenses from users when they are no longer required, from Apex.
  • Update Link Settings – Update the security policies on one or more CloudFiles links from Apex.
  • Update Permissions – Set permissions on a file or folder in external storage from Apex.
  • Update Resources – Update resource (file or folder) properties like name and description from Apex.