Updates to the CloudFiles Salesforce managed package.
2026
- A CloudFiles Preview component shows a file inside a Screen Flow, from external storage or Salesforce Files, with optional Word editing and PDF annotation saved as a new version.
- Ask Copilot in the attachments widget searches documents from a floating search card, showing matching passages and offering the results for download.
- Additional SharePoint tenants connect alongside the main one, each with its own integration user and registered sites and each named separately in the library picker, widget and data rooms, for teams whose documents span Microsoft 365 tenants.
- A .zip file extracts into a folder of your choosing from the files widget, so the contents land where they belong without leaving Salesforce.
- Lock Document and Unlock Document Flow actions protect and unprotect PDFs, saving a new copy and leaving the original untouched, with passwords kept out of logs, error messages and events.
- Config Migrations cover mappers and workflows, so these configurations move between orgs, and a rejected migration names each refused item.
- Admins switch the Rename and Move actions on or off in the Experience Cloud file widget, keeping community users to the actions their site should expose.
- Document Generation templates group into folders per object, arranged on a redesigned templates page with an object sidebar and shown as the same folder sections in the widget on every record page of that object.
- Search in the Document Generation header covers name, external key and tag across every object, with results grouped by object.
- A Test Run History in Document Mapper reopens any earlier test run in a read-only preview with the documents it produced, so a result can be checked without running the config again.
- Word, PowerPoint and other convertible files download as PDFs straight from the CloudFiles widget, with no separate conversion step.
- Experience Cloud users move files and folders from the community widget, so a site's file structure is maintained without leaving it.
- Document Packets bundle several generated documents into one record that is sent for signature and tracked as a single unit, rather than one signature request per document.
- The packet record carries a built-in viewer with a dropdown to switch between its documents and shows the envelope status, so the whole packet is read and tracked in place.
- A failed packet states the reason it failed, and a packet waiting to be sent with no signer raises a warning before it stalls.
- The Workflow Builder start card gives an audit of every Salesforce object and field a workflow references, listed under their readable labels with the read-only ones flagged.
- Document Sharing and Community Sharing are open during a Document Management trial, so sharing can be evaluated before a purchase.
- Create Folder (Async), Copy Resources, Split Document using AI, Create Salesforce File and Create Salesforce Files (Batch) raise an error event on failure, so a Flow can catch one that happens after the Flow has ended.
- The workflow builder canvas keeps even a large workflow easy to read and rearrange, with paths that branch visually, drag-and-drop reordering of steps, a minimap for moving around it and a fullscreen mode.
- The canvas opens centered on the Start card and supports pan, zoom, zoom-to-fit and full keyboard navigation.
- Tree view for attached folders: browse nested folders as an expandable tree, with subfolders and files shown inline.
- Bulk delete in the Salesforce widget list view: select several files and remove them in a single action.
- New workflow step, Run a Salesforce Flow: trigger any Salesforce Flow from a Document AI workflow.
- Files opened in the widget preview can be printed, controlled by a Print toggle in the widget configuration.
- Get Doc-Gen Templates returns each template's runtime variables, so a Flow can populate template values dynamically.
- Document generation flow actions (Generate Document, Generate Document (Sync), and the batch action) can identify a template by its Unique Template Key, so the same automation runs in any org without being rewired to local template records.
- Changeset tables include a Match column showing which template in the current org an incoming changeset will land on, so the impact is visible before approval.
- Template Migration: migrate Document Generation templates in bulk between Salesforce orgs, parent or sibling, using changesets.
- Document Mapper has a refreshed interface, with the ability to create a new related record directly from a lookup field and to open any record the mapper creates through a link. Record creation at runtime works on its own or as a fallback in Get Existing mode.
- Document Mapper child lookups prefill from the record the user is on, and a child collection's lookup field has its Page Context step set automatically when the field is added.
- Document Mapper fields can be reordered by dragging, and results are returned in the same order.
- Document sets in Doc Mapper: several related files can be read together to fill a single record. Sets can be built and test-run in the config builder, started from Flows or the upload page, and reviewed as one run. Incomplete sets are refused with the missing document named.
- Doc Mapper runs with large extraction results now save, approve and re-open reliably, lifting the size ceiling that previously affected them.
- Doc Gen templates can now be tagged, and Get Doc-Gen Templates accepts a Tags collection with a Match All toggle. Object Type is optional when tags are passed.
- Approving a Doc AI run will wait for the write to finish before reporting the outcome. Failed fields are highlighted with a reason and the run stays editable for users to fix and resubmit, and long-running writes surface a timeout message.
- Fixed Document Mapper failing to save records containing a date/time field, including values sent with time zone offsets.
- New flow action: Get User License Status - check whether a collection of users holds an active CloudFiles license for a given product, returns one result per user.
- Doc Gen widget now has a template search bar, with templates listed alphabetically.
- Added a CloudFiles Minimum Access Integration permission set, scoping integration users to least-privilege access including CloudFiles event records.
- Fixed User Management issues where selected users were cleared when paging the table, and the user list collapsed when the filter panel was opened.
- Workflows in the Document AI: build multi-step document automations without code, with decision branching, loops, value assignment, and data passed from one step to the next. Workflows can be started from a Salesforce flow through the Run Workflow action, and every launch creates a Doc AI Run record so the outcome is auditable afterwards.
- Workflow steps can read and write Salesforce directly: find records, resolve a record by name with exact, then fuzzy, then AI matching, create many records at once, and delete a record. Object and field pickers only offer what the running user is allowed to change.
- Admins can turn on or off the salesforce-file-attached events that CloudFiles publishes on upload.
- The account settings screen shows a Connected badge once a Client Credentials connection succeeds.
- Revamped Document Mapper: a redesigned field-mapping experience with child-record and lookup mapping, an interactive resolution chat, and an asynchronous test-run screen to validate a mapping against multiple files before saving.
- Added a Doc AI review workflow: a dedicated review record page with per-field update controls, "reviewed by" tracking, mandatory fields on child records, persistent uploaded files, and a new CloudFiles Doc AI Run custom object that logs every run.
- Batch document signing can combine a whole batch into a single DocuSign envelope: signers get one email and sign everything in one session, and the signed documents are delivered together.
- Added a document-signed error event, surfaced through Get Event Details.
- Added support for authenticating SharePoint connections with a service principal, with a refreshed connection screen and a one-click auth link.
- Added support to rename the folder directly connected to the widget.
- Salesforce Release Management: subscribe to a release track (Rolling or Stable) for managed-package upgrades, enabled per account via feature flag. Stable-track accounts receive phased, scheduled upgrades with admin notifications: sandbox one week after release, production six weeks after sandbox, and a warning email one week before the production upgrade.
- Added passkey support to Word add-in login, including browser-based passkey providers (1Password, Bitwarden, and similar) via a "sign in using my web browser" flow.
- Added support for owner and group permissions on SharePoint files and folders, including setting the role field for non-Salesforce users.
- Date formatting options in the Doc Gen Word add-in: apply format presets (e.g. MM/DD/YYYY, DD Month YYYY) to date fields directly in the template builder.
- Word add-in now opens a full browser window for authentication, fixing login failures for admin users with SSO or MFA configured.
- Multiple base paths can now be configured within the same drive in a single widget config.
- Google Drive file shortcuts now support inline preview and download in the Salesforce widget and Content Library.
- The resource-moved CloudFiles event is now published when a file is moved via the Salesforce widget or Content Library, in addition to moves triggered by API or flow actions.
- Doc Gen Widget enhancements for Salesforce: fill template variables directly in Salesforce before generating via a user input modal.
- Preview the generated document inline in Salesforce immediately after generation.
- Copy generated documents to any connected CloudFiles library or to folders attached to the current Salesforce record.
- DocuSign: signing order support - configure the sequence in which recipients receive the signing email.
- DocuSign: Carbon Copy (CC) recipient type added - CC recipients receive a copy of the envelope without being required to sign.
- Document Mapper: invoke Salesforce Flows from mapper fields. Extracted values from an uploaded document can be passed as inputs to a flow, and flow outputs are mapped back to Salesforce fields.
- New flow action: Update Drive Columns - update SharePoint drive column labels and default values directly from a Salesforce flow.
- New flow action: Create SharePoint Site Group - create site groups on a SharePoint site.
- New flow action: Update Site Group Members - bulk add or remove members from SharePoint site groups by email.
- Update Permissions now accepts any custom SharePoint role name (e.g. Contribute, Design) in addition to the built-in owner, read, and write roles.
- Update Permissions now accepts SharePoint site group names as permission identifiers, alongside user emails.
- Community licensing (Phase 1): Introduced the concept of Named and Unnamed experience cloud licenses.
- Admins can now configure which external users are on a named license.
- Users without a named license who access the widget are counted as unnamed logins.
- Multiple S3 buckets and Azure Blob containers can now be connected to the same account using distinct prefix paths.
- Enable Sync toggle added: when on, files uploaded directly to the storage bucket automatically appear in Salesforce.
- Azure Files Share added as a new storage library type.
- New flow action: Get Doc-Gen Templates - retrieve available document generation templates filtered by Salesforce object type from within a flow.
- Dataset SOQL Support: SOQL queries can now be added to Datasets via the Datasets UI. Salesforce data is fetched on a daily or monthly refresh interval and included alongside file sources when querying the dataset.
- Added Datasets Playground UI to create datasets, add sources, and test queries.
- Improved Document Mapper error propagation to relevant fields on runtime.
- Added prefix path support for S3/Azure storage connections. Allowing users to connect the same bucket to multiple orgs, and multiple buckets to the same org.
- Fixed bug where active SFTP connection was not visible
2025
- Introduced "Datasets" for multi document processing and querying
- Added support for Document Mapper Run flow action.
- Expanded data residency to EU and UK regions.
- Introduced a new error event resource-update dispatched from automations for failed resource updates.
- Added error messages to the Internal Record Widget for failed uploads and failed metadata updates
- Minor UI improvements in the widget’s Mandatory Columns form, adding 'Apply To All' button and fixing scroll behavior.
- Record single variables can now filter on a collection variable using the 'IN' and 'NOT IN' operators.
- Added support for multiple 'Group By' fields while creating collection variables
- Connected App support added alongside External Client App for OAuth 2.0 connection.
- Client Credentials Flow added for a robust Salesforce-CloudFiles connection
- All document sharing settings (Branding, Link Defaults, Compliances, and Viewer Customization) can be accessed through the document sharing tab.
- Link Defaults tab added to Document Sharing settings under Document management
- The Allow Download toggle is now visible in the Configurations section of the Internal Record Widget.
- Resource Detached custom event will be published when resources are disconnected using the widget or Delete Attachment flow action.
- Introduced Document Mapper feature — allows users to dynamically extract and map data from uploaded files via AI, and then create or update Salesforce records and child records.
- Added Email Verification toggle in “Update Link Settings” flow action.
- Editable CloudFiles Role — Admins can change user roles from Admin → User
- API Key visibility added at the CloudFiles Settings level.
- Salesforce mobile support for CloudFiles widget, including file previews, downloads, and pagination.
- Migrated OAuth to a packaged External Client App to comply with Salesforce Winter ’26 requirements.
- Added a “Get Shared Resources” action in Salesforce for retrieving CloudFiles-shared items.
- Introduced configurable log retention for CloudFiles event records.
- Added a “Resource Updated” webhook event that triggers whenever file metadata or contents are changed in SharePoint, allowing Salesforce flows to respond automatically.
- Introduced a global "User" variable in templates for inserting current Salesforce user info.
- Enabled admin-level controls to toggle which CloudFiles events sync into Salesforce.
- Added DocuSign “Date Signed” and “Text” fields in generated documents.
- Implemented duplicate file detection in Document AI to prevent unnecessary reprocessing.
- Split permissions for connect and disconnect actions, giving admins more granular control.
- Automated DocuSign integration: generated documents are sent for signature and signed copies are automatically returned.
- Document AI gained page-range processing, letting users analyze specific pages instead of entire documents.
- Added UI to configure default AI agents at the account level, with overrides possible per document.
- Added SharePoint file upload webhook for real-time automation when files are uploaded externally.
- Expanded multi-level AI agent support — configurations now exist at account, document, and query levels.