Updates to the CloudFiles Salesforce managed package.
2026
- 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.