Updates to the CloudFiles Salesforce managed package.
2026
- 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.