# Release notes Every CloudFiles release across Salesforce, HubSpot and the API. ## v5.278 — Aug 18, 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. ## v5.277 — Aug 13, 2026 - 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. ## v5.276 — Aug 11, 2026 - Fixed Document Mapper failing to save records containing a date/time field, including values sent with time zone offsets. ## v5.275 — Aug 10, 2026 - 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. ## v5.274 — Aug 7, 2026 - 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. ## v5.272 — Jul 31, 2026 - 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. ## v5.271 — Jul 31, 2026 - 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. ## v5.268 — Jul 21, 2026 - 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. ## v5.266 — Jul 10, 2026 - 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. ## v5.265 — Jul 9, 2026 - 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. ## v5.264 — Jun 25, 2026 - 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. ## v5.263 — Jun 24, 2026 - 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. ## v5.262 — Jun 17, 2026 - Added support for owner and group permissions on SharePoint files and folders, including setting the role field for non-Salesforce users. ## v5.261 — Jun 11, 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. ## v5.259 — Jun 8, 2026 - Google Drive file shortcuts now support inline preview and download in the Salesforce widget and Content Library. ## v5.257 — May 29, 2026 - 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. ## v5.255 — May 20, 2026 - 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. ## v5.254 — May 18, 2026 - 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. ## v5.251 — Apr 30, 2026 - 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. ## v5.249 — Apr 23, 2026 - New flow action: Update Drive Columns - update SharePoint drive column labels and default values directly from a Salesforce flow. ## v5.248 — Apr 17, 2026 - 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. ## v5.247 — Apr 13, 2026 - 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. ## v5.246 — Apr 2, 2026 - 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. ## v5.243 — Mar 23, 2026 - 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. ## v5.242 — Mar 13, 2026 - 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. ## v5.236 — Feb 6, 2026 - Added Datasets Playground UI to create datasets, add sources, and test queries. - Improved Document Mapper error propagation to relevant fields on runtime. ## v5.235 — Feb 3, 2026 - 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 ## v5.231 — Dec 29, 2025 - Introduced "Datasets" for multi document processing and querying ## v5.230 — Dec 23, 2025 - Added support for Document Mapper Run flow action. - Expanded data residency to EU and UK regions. ## v5.229 — Dec 10, 2025 - 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 ## v5.228 — Dec 2, 2025 - 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 ## v5.227 — Nov 28, 2025 - Connected App support added alongside External Client App for OAuth 2.0 connection. ## v5.225 — Nov 21, 2025 - 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. ## v5.224 — Nov 13, 2025 - Link Defaults tab added to Document Sharing settings under Document management ## v5.223 — Nov 6, 2025 - The Allow Download toggle is now visible in the Configurations section of the Internal Record Widget. ## v5.219 — Oct 24, 2025 - Resource Detached custom event will be published when resources are disconnected using the widget or Delete Attachment flow action. ## v5.216 — Oct 14, 2025 - 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. ## v5.211 — Oct 9, 2025 - Added Email Verification toggle in “Update Link Settings” flow action. ## v5.209 — Oct 7, 2025 - Editable CloudFiles Role — Admins can change user roles from Admin → User - API Key visibility added at the CloudFiles Settings level. ## v5.208 — Oct 1, 2025 - Salesforce mobile support for CloudFiles widget, including file previews, downloads, and pagination. ## v5.207 — Sep 29, 2025 - 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. ## v5.204 — Sep 3, 2025 - Added a “Resource Updated” webhook event that triggers whenever file metadata or contents are changed in SharePoint, allowing Salesforce flows to respond automatically. ## v5.201 — Aug 22, 2025 - 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. ## v5.199 — Aug 18, 2025 - 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. ## v5.198 — Aug 5, 2025 - 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. ## v5.194 — Aug 1, 2025 - Added UI to configure default AI agents at the account level, with overrides possible per document. ## v5.193 — Jul 28, 2025 - 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.