# CloudFiles Help Docs

> CloudFiles is a document management, sharing, generation, and AI platform built natively for Salesforce and HubSpot. Every article in this corpus has a Markdown projection at the same path with a `.md` suffix, so agents can fetch clean structured content directly instead of scraping HTML. Docs below are grouped by product and task into the sections listed here, in the order they appear; the trailing "Optional" section holds low-priority Apex type reference pages that are safe to skip in a short context.

## Getting Started

- [Quick Starts (Quick Start · Salesforce)](https://help.cloudfiles.io/salesforce/quick-starts.md): Looking to get started with the CloudFiles app?
- [Installation guide](https://help.cloudfiles.io/salesforce/installation-guide-for-cloudfiles-salesforce-integration.md): Learn how to seamlessly integrate CloudFiles with Salesforce in just three simple steps. Install CloudFiles from the Salesforce AppExchange, set up permission sets for various user roles, and connect your CloudFiles account.
- [Connect external folder to a record](https://help.cloudfiles.io/salesforce/quick-start-to-connect-external-folder-to-salesforce-object.md): Learn how to set up and use the CloudFiles widget, a lightning web component for Salesforce that links folders from cloud storage platforms to Salesforce records.
- [Access, share and track a file](https://help.cloudfiles.io/salesforce/quick-start-to-access-share-and-track-a-file-in-salesforce.md): Learn how to easily connect files, configure links, and track analytics in Salesforce with the CloudFiles app.
- [Share files in experience cloud (community)](https://help.cloudfiles.io/salesforce/quick-start-to-share-files-in-experience-cloud-community.md): Learn how Salesforce Experience Cloud can enhance file sharing capabilities for businesses using the CloudFiles widget for bi-directional file-syncing between cloud storage, Salesforce objects, and community users.
- [Document Generation with CloudFiles](https://help.cloudfiles.io/salesforce/document-generation-with-cloudfiles.md): Learn how to integrate Salesforce data into your document workflow using the CloudFiles Word add-in and CloudFiles Doc Gen LWC, including installing the add-in, creating and publishing templates, generating documents, and automating document generation.
- [Test Drive](https://help.cloudfiles.io/salesforce/test-drive.md): Welcome to the CloudFiles Salesforce Test Drive. This section illustrates the testing options available with the CloudFiles test drive across Document Generation, Document Management & Sharing, and Document AI.
- [Document Generation Test Drive](https://help.cloudfiles.io/salesforce/document-generation-test-drive.md): This article covers the list of available test drives related to CloudFiles Document Generation use-cases.
- [Automated Doc Gen](https://help.cloudfiles.io/salesforce/automated-doc-gen.md): This Test Drive demonstrates how to automate document generation using Salesforce Flows and Doc Generation Flow Actions, building on the Manual Doc Gen Test Drive.
- [Manual Doc Gen](https://help.cloudfiles.io/salesforce/manual-doc-gen.md): A test-drive walkthrough of CloudFiles Doc-Gen: creating a Contract, generating DOCX/XLSX/PPTX/PDF documents from a Salesforce record using a Word/Excel/PowerPoint template, and downloading or saving the result to Salesforce Files.
- [Merge Documents](https://help.cloudfiles.io/salesforce/merge-documents.md): Explore how CloudFiles Document Generation, integrated with Salesforce Flows, can automatically merge multiple Salesforce files into a single PDF document.
- [Merge External Documents](https://help.cloudfiles.io/salesforce/merge-external-documents.md): This test drive shows how CloudFiles Document Generation, integrated with Document Management & Sharing and Salesforce Flows, can automatically merge multiple documents stored in external storage into a single consolidated PDF file.
- [Real-Time Document Generation with Runtime Variables](https://help.cloudfiles.io/salesforce/real-time-document-generation-with-runtime-variables.md): This test drive showcases generating documents using dynamic runtime variables, populating an invoice through a guided Screen Flow that accepts custom input directly from the user.
- [Secure PDF Generation](https://help.cloudfiles.io/salesforce/secure-pdf-generation.md): This test drive shows how to enable PDF encryption — view passwords and PDF locking — at the final stage of CloudFiles Doc-Gen's Salesforce Flow document generation.
- [Document Management & Sharing Test Drives](https://help.cloudfiles.io/salesforce/document-management-and-sharing-test-drives.md): This article contains the list of available test drives related to document management use-cases.
- [Automatic Folder Structures Test Drive](https://help.cloudfiles.io/salesforce/automatic-folder-structures-test-drive.md): A test drive walkthrough showing how CloudFiles automatically creates customizable folder structures in SharePoint via Salesforce flows when a new Account record is created.
- [CloudFiles Widget Configurations Test Drive](https://help.cloudfiles.io/salesforce/cloudfiles-widget-configurations-test-drive.md): This test drive demonstrates how CloudFiles allows you to edit SharePoint columns values and also enforce mandatory SharePoint columns within the file upload widget.
- [Copy Email Attachments to Case Folders Test Drive](https://help.cloudfiles.io/salesforce/copy-email-attachments-to-case-folders-test-drive.md): A test drive demonstrating how CloudFiles copies Case email attachments to external storage like SharePoint using a Salesforce flow.
- [Custom Object Creation on File Upload Test Drive](https://help.cloudfiles.io/salesforce/custom-object-creation-on-file-upload-test-drive.md): A test drive walkthrough showing how CloudFiles automatically creates custom object records (Work Order Documents) in Salesforce when files are uploaded into record-linked SharePoint folders.
- [External File Sharing & Collection via CloudFiles Datarooms](https://help.cloudfiles.io/salesforce/external-file-sharing-and-collection-via-cloudfiles-datarooms.md): Explore how CloudFiles can automatically create externally shareable links for sharing files and collecting uploads using Datarooms.
- [Move External Storage Files to SFDC Files Test Drive](https://help.cloudfiles.io/salesforce/move-external-storage-files-to-sfdc-files-test-drive.md): Explore how CloudFiles Document Management & Sharing, integrated with Salesforce Flows, can seamlessly copy files stored in external storage back into Salesforce as native Salesforce Files.
- [Move Lead folder to Account folder on conversion (Test Drive)](https://help.cloudfiles.io/salesforce/Zr9W-move-lead-folder-to-account-folder-on-conversion.md): In this test drive, learn how CloudFiles can relocate folders linked to records in external storage when record updates occur, such as moving a Lead folder into its Account folder upon conversion.
- [Move SFDC Files to External Storage Test Drive](https://help.cloudfiles.io/salesforce/move-sfdc-files-to-external-storage-test-drive.md): In this test drive, check how CloudFiles can move documents stored in SFDC to an external storage such as SharePoint, copy them into custom folders, and optionally delete the originals from Salesforce.
- [Nested Folders based on Object Relationships Test Drive](https://help.cloudfiles.io/salesforce/nested-folders-based-on-object-relationships-test-drive.md): Explores how CloudFiles can create nested folder structures that mirror object relationships in Salesforce, such as opportunity folders nested inside account folders.
- [Template Folder Cloning Test Drive](https://help.cloudfiles.io/salesforce/template-folder-cloning-test-drive.md): Test drive demonstrating how CloudFiles can automatically create folders based on a template with specified subfolders/files using Salesforce flows.
- [Update Sharepoint Folder Name Test Drive](https://help.cloudfiles.io/salesforce/update-sharepoint-folder-name-test-drive.md): A quick test drive showing how CloudFiles automatically renames a record's SharePoint folder when the record's name (e.g. Account Name) is updated in Salesforce.
- [Document AI Test Drives](https://help.cloudfiles.io/salesforce/document-ai-test-drives.md): This article covers the list of available test drives related to AI-based document processing use-cases.
- [Business Document Fields & Line Items Extractor](https://help.cloudfiles.io/salesforce/business-document-fields-and-line-items-extractor.md): Explore how CloudFiles Document AI integrated with Salesforce Flows can automatically process business documents and intelligently extract key information.
- [Document AI Playground Test Drive](https://help.cloudfiles.io/salesforce/document-ai-playground-test-drive.md): In this test drive, we will use the AI Playground offered by the CloudFiles Test Drive to see how engineered prompts can give ready to use results and automate data entry for Salesforce.
- [Document Mapper (Test Drive)](https://help.cloudfiles.io/salesforce/_XWd-document-mapper.md): Explore how CloudFiles's Document Mapper feature integrated with Salesforce List View Buttons can automatically process business documents and intelligently extract key information and create relevant records.
- [KYC Upload Checker using AI](https://help.cloudfiles.io/salesforce/kyc-upload-checker-using-ai.md): Use CloudFiles AI with Salesforce flows to automatically detect KYC document uploads (Driving Licenses and Passports), extract key information, and populate related Salesforce fields within seconds.
- [Smart SharePoint Column Updates Using Document AI](https://help.cloudfiles.io/salesforce/smart-sharepoint-column-updates-using-document-ai.md): CloudFiles Document Management & Sharing integrates with Document AI to automatically classify uploaded external files (like Driving Licenses or Passports) and update their corresponding SharePoint Columns with extracted metadata.
- [Split External Files using AI](https://help.cloudfiles.io/salesforce/split-external-files-using-ai.md): Explore how CloudFiles Document AI and Document Management, integrated with Salesforce Flows, can automatically split merged or misorganized PDF documents stored in external storage into individual files.
- [Split Salesforce Files using AI](https://help.cloudfiles.io/salesforce/split-salesforce-files-using-ai.md): Explore how CloudFiles Document AI, integrated with Salesforce Flows, can automatically process merged or misorganized PDF documents and intelligently split them into individual files using provided instructions.
- [Quick Starts (Quick Start · HubSpot)](https://help.cloudfiles.io/hubspot/quick-starts.md): Learn how to integrate CloudFiles with HubSpot using this comprehensive document. It offers an installation guide and three quick start guides to help you master the integration.
- [Installation guide for CloudFiles HubSpot Integration](https://help.cloudfiles.io/hubspot/quJO-installation-guide-for-cloudfiles-HubSpot-integration.md): Install CloudFiles from the HubSpot Marketplace and get started with the product- and role-based quick start guides.
- [Doc Management Quickstart](https://help.cloudfiles.io/hubspot/doc-management-quickstart.md): Learn how to use CloudFiles as a file connector for HubSpot with this comprehensive quick start guide.
- [Doc Sharing Quickstart](https://help.cloudfiles.io/hubspot/doc-sharing-quickstart.md): Learn how to use CloudFiles in HubSpot with this comprehensive quick start guide covering doc sharing and analytics capabilities.
- [Doc Sharing From Records Quickstart](https://help.cloudfiles.io/hubspot/doc-sharing-from-records-quickstart.md): A quickstart guide showing sales/service users how to access CloudFiles from HubSpot records, associate files/folders/datarooms, create and configure sharing links, and view files and analytics as a customer would.
- [Doc Sharing From Dashboard Quickstart](https://help.cloudfiles.io/hubspot/doc-sharing-from-dashboard-quickstart.md): A quick start guide covering how marketing users can access their content library, create and configure sharing links, view files as a customer, check analytics, and distribute links using the CloudFiles Web-App Dashboard.
- [Doc Generation Quickstart](https://help.cloudfiles.io/hubspot/doc-generation-quickstart.md): Learn how to install the CloudFiles Word add-in and use the CloudFiles Doc Gen App Card to create, publish, and generate personalized HubSpot documents.
- [Doc Automations Quickstart](https://help.cloudfiles.io/hubspot/doc-automations-quickstart.md): Learn how CloudFiles can automate your HubSpot workflows, with automation examples for the connector, sharing, and analytics use-cases, including creating folders, attaching files, generating sharing links, and setting link security.
- [CMS & Marketing Users Quick Start](https://help.cloudfiles.io/hubspot/cms-and-marketing-users-quick-start.md): This article outlines strategies HubSpot marketers can use to improve content performance using CloudFiles, covering web collateral sharing, bulk emails, lead segmentation, reporting, and sales team consumption.
- [Sales & Service Users Quick Start](https://help.cloudfiles.io/hubspot/sales-and-service-users-quick-start.md): HubSpot Sales & Service Hubs are built for the respective teams, and CloudFiles integrates with many of their features to give sales & service users easy ways to manage, share & collect files in HubSpot.
- [Admin Quick Start](https://help.cloudfiles.io/hubspot/admin-quick-start.md): This article provides a complete overview of the CloudFiles HubSpot Integration settings for admins and users managing pricing, storage connections, document sharing, licenses, and account/HubSpot settings.

## Salesforce: Document Management & Sharing

- [Document Management & Sharing](https://help.cloudfiles.io/salesforce/document-management-and-sharing.md): Your go-to resource for installing, configuring, and maximizing the CloudFiles document management tool within your Salesforce org — efficient document storage, secure sharing, and powerful automation across multiple cloud storage platforms.
- [Installation (Document Management & Sharing)](https://help.cloudfiles.io/salesforce/4kRV-installation.md): The Installation section guides you through setting up CloudFiles in your Salesforce org, ensuring a smooth onboarding process.
- [Installing from the Salesforce AppExchange (Salesforce: Document Management & Sharing)](https://help.cloudfiles.io/salesforce/MDoV-installing-from-the-salesforce-appexchange.md): CloudFiles | Document Management & Sharing Platform is available to install from the Salesforce AppExchange.
- [What's in the Package ?](https://help.cloudfiles.io/salesforce/pDIg-whats-in-the-package.md): Overview of what's included in the CloudFiles managed package for Salesforce, covering the Lightning and Classic apps, the LWC widget, FSL mobile action, permission sets, Document Sharing Add-on, Flow actions/components, events, and Apex.
- [Technical Requirements](https://help.cloudfiles.io/salesforce/technical-requirements.md): To install and successfully use CloudFiles | Document Management & Sharing Platform, you must have one of the following from each category.
- [Configuration (Document Management & Sharing)](https://help.cloudfiles.io/salesforce/configuration.md): Landing page for CloudFiles Document Management setup in Salesforce: account setup, storage/library configuration, user management, and widgets.
- [CloudFiles Account Setup (Salesforce: Document Management & Sharing)](https://help.cloudfiles.io/salesforce/1-9A-cloudfiles-account-setup.md): Once CloudFiles | Document Management & Sharing Platform is installed successfully in your Salesforce instance, you will need to setup a CloudFiles Account for the Salesforce Org.
- [User Management (Salesforce: Document Management & Sharing)](https://help.cloudfiles.io/salesforce/user-management.md): Explains User Management in CloudFiles Document Management: user permissions, license management, and external library access in Salesforce.
- [User Permissions (Salesforce: Document Management & Sharing)](https://help.cloudfiles.io/salesforce/user-permissions.md): The CloudFiles Document Management & Sharing Platform installed package includes custom permissions to control access to various features, plus default permission sets based on commonly used combinations.
- [License Management (Salesforce: Document Management & Sharing)](https://help.cloudfiles.io/salesforce/license-management.md): CloudFiles License Management in Salesforce allows admins to monitor license usage and control which users have access to CloudFiles features.
- [External Library Access](https://help.cloudfiles.io/salesforce/external-library-access.md): Any Salesforce user with the necessary User Permissions and an active license can access an external storage library configured by an admin, via the Content Library tab or CloudFiles LWCs.
- [Adding CloudFiles widgets to Salesforce Classic](https://help.cloudfiles.io/salesforce/adding-cloudfiles-widgets-to-salesforce-classic.md): Learn how to add the 'Connected Folder' widget to your Salesforce Classic Account Page with this step-by-step guide.
- [Settings (Salesforce: Document Management & Sharing)](https://help.cloudfiles.io/salesforce/settings.md): The Settings page in the CloudFiles Salesforce app (under Document Management) lets admins configure event publishing and external library access.
- [Features (Document Management & Sharing · Salesforce)](https://help.cloudfiles.io/salesforce/features.md): This section highlights the powerful features of CloudFiles in Salesforce, covering advanced functionalities like custom widget flow actions and automation.
- [CloudFiles Widgets Guide](https://help.cloudfiles.io/salesforce/cloudfiles-widgets-guide.md): CloudFiles Widgets are modular components designed to integrate seamlessly with Salesforce, enabling efficient document management, document generation, and document AI functionalities.
- [Content Library Widget](https://help.cloudfiles.io/salesforce/content-library-widget.md): The Content Library Widget in CloudFiles is designed to manage documents within a centralized content library page.
- [CloudFiles Uploader Widget](https://help.cloudfiles.io/salesforce/cloudfiles-uploader-widget.md): The CloudFilesUploader LWC lets users upload files from Salesforce screen flows directly to external storage platforms like Google Drive, SharePoint, or AWS S3 instead of using Salesforce's native storage.
- [Experience Cloud Widget (Guide)](https://help.cloudfiles.io/salesforce/MPPL-experience-cloud-widget.md): The Experience Cloud Widget in CloudFiles is designed to facilitate seamless document sharing and collection from Salesforce Experience Cloud users.
- [Internal Record Widget](https://help.cloudfiles.io/salesforce/internal-record-widget.md): Internal Record Widget is designed for managing documents within internal record pages in Salesforce, providing internal teams with direct access to files linked to specific records.
- [Embed CloudFiles widget in custom lightning web components](https://help.cloudfiles.io/salesforce/embed-cloudfiles-widget-in-custom-lightning-web-components.md): Like all other packaged lightning web components, you can embed cloudfiles widgets in your organization's custom code.
- [CloudFiles Permissions](https://help.cloudfiles.io/salesforce/cloudfiles-permissions.md): Learn about the different permissions and permission sets offered by the CloudFiles app, and how to manage user access via pre-packaged permission sets such as CloudFiles Admin User.
- [Content Library (Guide · Salesforce)](https://help.cloudfiles.io/salesforce/content-library.md): Learn how to explore supported external storage in Salesforce using the CloudFiles Content Library tab, including accessing metadata values for files and folders.
- [Field Service Lightning Support](https://help.cloudfiles.io/salesforce/field-service-lightning-support.md): Steps to create a custom action for the field service lightning app so CloudFiles can be accessed from the widget.
- [Image Resize Feature](https://help.cloudfiles.io/salesforce/image-resize-feature.md): CloudFiles lets you resize and compress images directly through its shareable links using simple URL parameters.
- [Using a service account](https://help.cloudfiles.io/salesforce/using-a-service-account.md): Connect and use an External Cloud Storage Service Account in Salesforce to access the Content Library, share resources with Public groups, and switch between Service and User accounts.
- [Utilize CloudFiles widget in Custom Screen Flows](https://help.cloudfiles.io/salesforce/utilize-cloudfiles-widget-in-custom-screen-flows.md): A common use case that explains how to use the CloudFiles widget effectively with screen flows to display related files on a record.
- [Widget Configuration Guide](https://help.cloudfiles.io/salesforce/widget-configuration-guide.md): Overview of CloudFiles widget types (internal record, experience cloud, content library) with links to their detailed configuration guides.
- [Internal Record Widget Guide](https://help.cloudfiles.io/salesforce/internal-record-widget-guide.md): Explains how to create and use Internal Record Widget configurations in CloudFiles for Salesforce, covering every configuration field—from widget name/title/columns to resource and list actions—and how each affects the widget's appearance and behavior on internal record pages.
- [Experience Cloud Widget Guide](https://help.cloudfiles.io/salesforce/experience-cloud-widget-guide.md): The Experience Cloud Widget offers a secure way to share and collect documents from users on Salesforce Experience Cloud sites.
- [Content Library Widget Guide](https://help.cloudfiles.io/salesforce/content-library-widget-guide.md): The Content Library Widget in CloudFiles manages documents within a centralized content library page, making it easy to access, categorize, and maintain files for teams across an organization.
- [Widget Flow Actions in CloudFiles](https://help.cloudfiles.io/salesforce/widget-flow-actions-in-cloudfiles.md): Enhance automation with CloudFiles' Custom Actions through internal widgets in Salesforce, allowing you to trigger Screen Flows or Autolaunched Flows directly from the widget.
- [Sharing Add-On](https://help.cloudfiles.io/salesforce/sharing-add-on.md): The Document Sharing Add-On allows you to securely share files and folders with people outside your Salesforce organization.
- [Configuration (Sharing Add-On)](https://help.cloudfiles.io/salesforce/bO-m-configuration.md): The Document Sharing Add-On is managed through Document Management licenses, and once enabled, admins can configure settings under the Document Sharing section in the CloudFiles app to control how sharing works and how shared links appear to end users.
- [Branding Setting](https://help.cloudfiles.io/salesforce/branding-setting.md): Through Branding setting, CloudFiles allows you to completely white-label the document viewer with your company logo and custom domain for shared CloudFiles document links.
- [Link Defaults (Guide · Salesforce)](https://help.cloudfiles.io/salesforce/link-defaults.md): Link Defaults let administrators set the default behavior (Status, Download, Expiry, Notifications, Require Email, and Auto Sync) for newly created CloudFiles sharing links.
- [Compliance](https://help.cloudfiles.io/salesforce/compliance.md): The Compliance settings allow administrators to define the privacy and consent requirements that end users must acknowledge before accessing shared documents.
- [Viewer Customization](https://help.cloudfiles.io/salesforce/viewer-customization.md): The Viewer Customization settings allow administrators to control how end-users log in to access shared documents and how the CloudFiles viewer is visually displayed.
- [Dataroom (Guide)](https://help.cloudfiles.io/salesforce/zqyW-dataroom.md): A Dataroom in CloudFiles is a collection of files and folders shared through a single link, created and managed using Flow actions.
- [Create Links (Guide)](https://help.cloudfiles.io/salesforce/create-links.md): The CloudFiles Document Sharing Add-On allows users to create sharing links for files, folders, or datarooms directly from Salesforce, either manually from the CloudFiles widget or automatically using Salesforce Flow actions.
- [Security Control](https://help.cloudfiles.io/salesforce/security-control.md): The Security section in the Link Settings dialog allows users to restrict access and protect shared files using passwords, email-based validation, and domain-level controls.
- [Manage Links](https://help.cloudfiles.io/salesforce/manage-links.md): Once sharing links are created for a record, they can be viewed and managed through the Doc-Sharing widget on the record page.
- [Analytics and Engagement Tracking](https://help.cloudfiles.io/salesforce/analytics-and-engagement-tracking.md): The Analytics and Engagement Tracking feature in CloudFiles provides detailed insights into how recipients interact with shared files and folders.
- [Experience Cloud](https://help.cloudfiles.io/salesforce/experience-cloud.md): CloudFiles extends Salesforce Experience Cloud by allowing files and folders from cloud storage to be shared securely with external users such as customers or partners.
- [Setup](https://help.cloudfiles.io/salesforce/setup.md): The Setup section explains how to enable and configure Experience Cloud sharing in the CloudFiles app.
- [Add Widget to Experience Cloud](https://help.cloudfiles.io/salesforce/add-widget-to-experience-cloud.md): The CloudFiles widget allows Experience Cloud users to view and work with files and folders based on the record or user context passed to the widget.
- [Permissions](https://help.cloudfiles.io/salesforce/permissions.md): Experience Cloud users can access CloudFiles content only if the CloudFiles External Users permission set is assigned to them in Salesforce.
- [Sharing Options](https://help.cloudfiles.io/salesforce/sharing-options.md): CloudFiles offers multiple ways to share files and folders with Experience Cloud users, based on your business needs.
- [Document Management Tutorials](https://help.cloudfiles.io/salesforce/document-management-tutorials.md): Welcome to the Document Management tutorials category. This section contains a collection of step-by-step guides to help you get the most out of CloudFiles' document management features.
- [Automated nested folders creation based on object relationships](https://help.cloudfiles.io/salesforce/automated-nested-folders-creation-based-on-object-relationships.md): Learn how to automate nested folder creation in external storage systems based on object relationships, generating nested 'Opportunities' folders within associated 'Account' folders using CloudFiles flow actions.
- [Automatically moving files from Salesforce storage to external storage](https://help.cloudfiles.io/salesforce/automatically-moving-files-from-salesforce-storage-to-external-storage.md): Learn to transfer files from SFDC storage to external storage using CloudFiles, automatically moving uploaded files while deleting originals.
- [Copy Email Attachments to Case Folders in external storage if Email-to-Case is activated](https://help.cloudfiles.io/salesforce/copy-email-attachments-to-case-folders-in-external-storage-if-email-to-case-is-activated.md): Guide to automatically copy Case email attachments to corresponding Case record folders in external storage using CloudFiles-Salesforce Integration when Email-to-Case is enabled.
- [Create Automated Folder Hierarchies for Managing External Files from Salesforce Objects](https://help.cloudfiles.io/salesforce/create-automated-folder-hierarchies-for-managing-external-files-from-salesforce-objects.md): Learn to create automated folders & sub-folders in any external storage like sharepoint directly from any Salesforce Object using Salesforce Integration.
- [Delete attached folder when Account record is deleted](https://help.cloudfiles.io/salesforce/delete-attached-folder-when-account-record-is-deleted.md): Learn how to automatically delete an attached folder from your external storage system when a Salesforce Account record is deleted, using the CloudFiles-Salesforce Integration.
- [Enable Custom Actions in CloudFiles Widget: Build an Archive Button with Salesforce Flow](https://help.cloudfiles.io/salesforce/enable-custom-actions-in-cloudfiles-widget-build-an-archive-button-with-salesforce-flow.md): Learn how to use CloudFiles Custom Actions to build an Archive button that triggers a Salesforce Flow, moving selected files or folders into a designated archive folder in your external storage.
- [Move Lead folder to Account folder on conversion (Tutorial)](https://help.cloudfiles.io/salesforce/move-lead-folder-to-account-folder-on-conversion.md): Guide to automatically move a Lead's folder into its converted Account's folder in external storage using CloudFiles flow actions in Salesforce.
- [Renaming a folder in Sharepoint when the Record is updated](https://help.cloudfiles.io/salesforce/renaming-a-folder-in-sharepoint-when-the-record-is-updated.md): Learn how to use CloudFiles flow actions to automatically rename a Sharepoint Account folder in Salesforce whenever the linked Account's name changes.
- [Setting Up a Custom List Action in the CloudFiles Widget](https://help.cloudfiles.io/salesforce/setting-up-a-custom-list-action-in-the-cloudfiles-widget.md): Learn how to set up a Custom List Action (e.g., Bulk Delete) in the CloudFiles widget that links to a Salesforce Flow, allowing users to permanently delete selected files or folders from connected external storage directly from a Salesforce record page.
- [Setting Up a Custom Resource Action in the CloudFiles Widget](https://help.cloudfiles.io/salesforce/setting-up-a-custom-resource-action-in-the-cloudfiles-widget.md): Learn how to set up a Custom Resource Action (e.g., Internal Sharing Link) in the CloudFiles widget that links to a Salesforce Screen Flow, letting users fetch a single selected file or folder's external URL — its Google Drive sharing link — and display it directly on the Salesforce record page.

## Salesforce: Document Generation

- [Document Generation (Document Generation · Salesforce)](https://help.cloudfiles.io/salesforce/document-generation.md): CloudFiles Document Generation integrates with Salesforce to simplify document creation using the CloudFiles add-in, the Document Generation Lightning Web Component, and flow actions.
- [Installation (Document Generation)](https://help.cloudfiles.io/salesforce/installation.md): The Installation section guides you through setting up CloudFiles Document Generation in your Salesforce org, enabling automated creation and management of business documents.
- [Installing from the Salesforce AppExchange (Salesforce: Document Generation)](https://help.cloudfiles.io/salesforce/QKC1-installing-from-the-salesforce-appexchange.md): CloudFiles Document Generation is available to install from the Salesforce AppExchange.
- [What's In the Package?](https://help.cloudfiles.io/salesforce/whats-in-the-package.md): An overview of the CloudFiles Document Generation package components, including the Lightning Experience app, Lightning Web Component, Microsoft Add-Ins, permission sets, Flow actions, events, and Apex extensibility.
- [Configuration (Document Generation)](https://help.cloudfiles.io/salesforce/zGbV-configuration.md): Overview of the Salesforce Configuration section covering CloudFiles Account Setup, Doc Gen Widget Setup, Template Builder Setup, Usage, and User Management.
- [CloudFiles Account Setup (Salesforce: Document Generation)](https://help.cloudfiles.io/salesforce/XZw1-cloudfiles-account-setup.md): How to set up a CloudFiles Account for your Salesforce Org after installing the CloudFiles Document Generation app.
- [Doc Gen Widget Set-up](https://help.cloudfiles.io/salesforce/doc-gen-widget-set-up.md): CloudFiles Document Generation is used to generate DOCX and PDF documents using Salesforce data, integrating directly within Salesforce record pages.
- [Template Builder Setup](https://help.cloudfiles.io/salesforce/template-builder-setup.md): This guide walks you through installing the CloudFiles add-in in Microsoft Word, Excel, or PowerPoint and connecting it to your Salesforce account.
- [How to Install CloudFiles Add-In](https://help.cloudfiles.io/salesforce/how-to-install-cloudfiles-add-in.md): The CloudFiles add-in connects CloudFiles with your Salesforce Org, enabling template creation with Salesforce data.
- [Connect CloudFiles Add-in to Salesforce](https://help.cloudfiles.io/salesforce/connect-cloudfiles-add-in-to-salesforce.md): Integrating the CloudFiles Add-in with your Salesforce Org allows you to create and manage document templates directly within Microsoft Word, Excel, and PowerPoint using Salesforce data.
- [Usage (Salesforce: Document Generation)](https://help.cloudfiles.io/salesforce/9GOC-usage.md): The Usage section under Document Generation in Salesforce provides a dashboard to monitor document generation activities, credit consumption, and usage trends using CloudFiles.
- [User Management (Salesforce: Document Generation)](https://help.cloudfiles.io/salesforce/GyWH-user-management.md): User Management in CloudFiles ensures that users have the right access, licenses, and permissions to create templates and generate documents within Salesforce.
- [User Permissions (Salesforce: Document Generation)](https://help.cloudfiles.io/salesforce/9MqH-user-permissions.md): CloudFiles Document Generation package includes custom permissions and predefined permission sets to manage access to key features like template creation and document generation.
- [License Management (Salesforce: Document Generation)](https://help.cloudfiles.io/salesforce/Sps9-license-management.md): CloudFiles License Management in Salesforce allows admins to monitor license usage and control which users have access to CloudFiles features.
- [Template Creation](https://help.cloudfiles.io/salesforce/template-creation.md): Creating a template is the first step in generating documents using CloudFiles Doc-Gen. This is a step-by-step guide on how to create, preview, and publish templates using Microsoft Word and the CloudFiles Word add-in.
- [Template - Resources](https://help.cloudfiles.io/salesforce/template-resources.md): An overview of the resource types available in the Builder — Record Single Variable, Record Collection Variable, Runtime Variable, and Recipients — and how they can be combined for advanced template logic.
- [Record Single Variable (Guide · Salesforce)](https://help.cloudfiles.io/salesforce/record-single-variable.md): A Record Single Variable retrieves an entire record and its field values based on defined filter conditions, similar to retrieving an Object Record with conditions set on fields.
- [Record Collection Variable (Guide · Salesforce)](https://help.cloudfiles.io/salesforce/record-collection-variable.md): A Record Collection Variable is a collection of records, created by selecting an Object type and setting filter, order-by, and group-by conditions on its fields.
- [Runtime Variable (Guide · Salesforce)](https://help.cloudfiles.io/salesforce/runtime-variable.md): A Runtime Variable stores a value passed from a Salesforce Flow, generated dynamically during execution, that can be used to drive document logic and content at generation time.
- [Recipients (Guide · Salesforce)](https://help.cloudfiles.io/salesforce/recipents.md): The Recipients resource lets you define the individuals who will receive and sign generated documents via DocuSign, holding info such as name and email for routing documents for e-signature.
- [Template - Actions](https://help.cloudfiles.io/salesforce/template-actions.md): Overview of template actions available in Word, Excel, PowerPoint, and PDF templates for dynamically inserting Salesforce data.
- [Word DocX Template Actions (Guide · Salesforce)](https://help.cloudfiles.io/salesforce/word-docx-template-actions.md): Overview of Word DocX Template Actions in CloudFiles Doc Gen, covering Insert Field, Insert Picture, Insert Table, Insert Loop, Insert Condition, Insert Link, and Document Title actions for building document templates.
- [Insert Field (Word · Salesforce)](https://help.cloudfiles.io/salesforce/XuxX-insert-field.md): This action allows you to insert any field (standard or custom) retrieved from the Master Object, User Object, Record Variable, or Runtime Variable.
- [Insert Picture (Word · Salesforce)](https://help.cloudfiles.io/salesforce/insert-picture.md): This action enables you to insert a picture from either a URL field or a Salesforce Content Version ID.
- [Insert Table (Word · Salesforce)](https://help.cloudfiles.io/salesforce/WRbK-insert-table.md): Learn how to insert a table into a Microsoft Word template using a Salesforce Record Collection Variable, including defining structure, inserting fields, sorting, and applying filters.
- [Insert Loop (Guide · Salesforce)](https://help.cloudfiles.io/salesforce/insert-loop.md): The Insert Loop action repeats a template section with fields dynamically populated from records in a Record Collection.
- [Insert Condition (Guide · Salesforce)](https://help.cloudfiles.io/salesforce/insert-condition.md): This action allows you to conditionally insert any content (text, table, picture) into the template.
- [Insert Link (Guide · Salesforce)](https://help.cloudfiles.io/salesforce/insert-link.md): The Insert Link action adds a hyperlink to your document using a stored URL, with a custom label and dynamic updating if the URL is stored in a record.
- [Document Title (Word · Salesforce)](https://help.cloudfiles.io/salesforce/wDj0-document-title.md): Explains the Document Title action, which lets you set which generated-document field is used as the file's title.
- [Insert Form Field (Guide · Salesforce)](https://help.cloudfiles.io/salesforce/insert-form-field.md): Insert Form Field lets you add a signature placeholder inside your Word document to mark where someone needs to sign when the document is sent using DocuSign.
- [Excel Template Actions (Guide · Salesforce)](https://help.cloudfiles.io/salesforce/excel-template-actions.md): In the Actions section, you can customize document templates by inserting fields and tables, and setting document titles.
- [Insert Field (Excel · Salesforce)](https://help.cloudfiles.io/salesforce/XWOD-insert-field.md): This action allows you to insert any field (standard or custom) retrieved from the Master Object, Record Variable, or Runtime Variable.
- [Insert Table (Excel · Salesforce)](https://help.cloudfiles.io/salesforce/insert-table.md): Learn how to insert a table into a Microsoft Excel template using data from a Salesforce Record Collection Variable Resource.
- [Document Title (Excel · Salesforce)](https://help.cloudfiles.io/salesforce/document-title.md): This action allows you to assign a title to the documents generated from a given template.
- [PDF Template Actions](https://help.cloudfiles.io/salesforce/pdf-template-actions.md): The PDF Template Builder populates PDF forms with Salesforce data, letting you map text fields and checkboxes and add DocuSign signature fields.
- [Insert Field (PDF · Salesforce)](https://help.cloudfiles.io/salesforce/insert-field.md): Use the Insert Text action to map Salesforce field values into specific text fields in a PDF template so generated documents are auto-filled with record data.
- [Insert Checkbox](https://help.cloudfiles.io/salesforce/insert-checkbox.md): Use the Insert Checkbox action to mark checkboxes or radio buttons in a PDF form based on conditions defined using Salesforce data.
- [Form Field](https://help.cloudfiles.io/salesforce/form-field.md): Use the Form Field action to place signable Signature, Text, and Date Signed fields on a PDF for DocuSign recipients to fill in during signing.
- [PPT Template Actions (Guide · Salesforce)](https://help.cloudfiles.io/salesforce/ppt-template-actions.md): In the Actions section, you can customize your document templates using various operations to insert fields, pictures, and set document titles.
- [Insert Field (PPT · Salesforce)](https://help.cloudfiles.io/salesforce/_ggs-insert-field.md): This action allows you to insert any field (standard or custom) retrieved from the Master Object, Record Variable, or Runtime Variable.
- [Insert Picture (PPT · Salesforce)](https://help.cloudfiles.io/salesforce/H2_s-insert-picture.md): This action enables you to insert a picture from either a URL field or a Salesforce Content Version ID.
- [Features (Document Generation · Salesforce)](https://help.cloudfiles.io/salesforce/pVNf-features.md): Overview of CloudFiles Document Generation for Salesforce, organized into five feature areas: the All-Format Designer, Dynamic Data Layer, Template Governance Hub, Dynamic Document Generation Engine, and Connected Ecosystem Layer.
- [All-Format Designer](https://help.cloudfiles.io/salesforce/allformat-designer.md): Explains All-Format Designer, which lets teams build CloudFiles document templates inside native Word, Excel, PowerPoint, and Salesforce's PDF builder.
- [Multi‑Format Add‑Ons](https://help.cloudfiles.io/salesforce/multiformat-addons.md): The Multi-Format Designer Add-Ons let teams design document templates directly inside Microsoft Office, Salesforce PDF forms, and soon Google Workspace, without leaving their familiar tools.
- [Formatting Controls](https://help.cloudfiles.io/salesforce/formatting-controls.md): The Multi-Format Designer Add-Ons let template authors design and maintain document templates directly inside Microsoft Office and Salesforce, preserving layouts, formatting, and structure across all supported output formats.
- [Adding Custom Fonts to your Templates](https://help.cloudfiles.io/salesforce/adding-custom-fonts-to-your-templates.md): Embedding custom fonts in a Word (.docx) template ensures CloudFiles Document Generation preserves them exactly in the final generated PDF, avoiding font substitution, layout shifts, or mis-rendered characters.
- [Dynamic Data Layer](https://help.cloudfiles.io/salesforce/dynamic-data-layer.md): Explains how CloudFiles Dynamic Data Layer pulls, models, and personalizes Salesforce data inside templates so documents auto-adapt to real customer data.
- [Universal Salesforce Data Access](https://help.cloudfiles.io/salesforce/universal-salesforce-data-access.md): Universal Salesforce Data Access lets templates connect to any standard or custom Salesforce object, pull related data across multi-level relationships, and insert every Salesforce field type exactly as stored.
- [Data Modelling Layer](https://help.cloudfiles.io/salesforce/data-modelling-layer.md): The Data Modelling Layer lets you define structured Salesforce data resources, accept real-time runtime variables, and apply precision controls that determine exactly what data flows into each generated document.
- [Dynamic Content Builder](https://help.cloudfiles.io/salesforce/dynamic-content-builder.md): The Dynamic Content Builder turns modeled Salesforce data into live document content — auto-filled tables, conditional sections, loops, images, and data-driven titles.
- [Real-Time Personalization Inputs](https://help.cloudfiles.io/salesforce/real-time-personalization-inputs.md): Real-Time Personalization Inputs let users and Screen Flows supply last-minute values that CloudFiles merges directly into a document at generation time.
- [Template Governance Hub](https://help.cloudfiles.io/salesforce/template-governance-hub.md): Manage templates end-to-end with pre-publish validation, version and release control, and usage/audit insights, then discover and reuse templates from a centralized Template Gallery.
- [Template Management Hub](https://help.cloudfiles.io/salesforce/template-management-hub.md): The Template Management Hub validates templates before they publish, keeps versions and releases under control, and tracks usage for audits and reporting.
- [Template Gallery](https://help.cloudfiles.io/salesforce/template-gallery.md): The Template Gallery gives you a centralized library of templates that you can search through quickly, preview, and reuse instead of building from scratch.
- [Dynamic Document Generation Engine](https://help.cloudfiles.io/salesforce/document-generation-engine.md): Generate documents instantly or at scale from live Salesforce data, then apply security, preview, and merging controls to every output.
- [Instant & On-Demand Generation](https://help.cloudfiles.io/salesforce/instant-on-demand-generation.md): Instant & On-Demand Generation creates data-filled documents on the spot, either with a single click from a Salesforce record or automatically through Flows and Apex.
- [Bulk & Background Generation](https://help.cloudfiles.io/salesforce/bulk-background-generation.md): Bulk & Background Generation creates hundreds or thousands of documents asynchronously through scalable background processing, ideal for statements, reports, invoices, and operational batches.
- [Post-Generation Controls](https://help.cloudfiles.io/salesforce/post-generation-controls.md): Post-Generation Controls apply security, access, retention, and preview rules immediately after documents are generated to keep them protected, compliant, and easy to review.
- [Unified Document Merging](https://help.cloudfiles.io/salesforce/unified-document-merging.md): Unified Document Merging combines outputs from multiple templates, previously generated files, uploaded PDFs, or externally stored files into a single, consolidated PDF package.
- [Generating Documents (Guide · Salesforce)](https://help.cloudfiles.io/salesforce/generating-documents.md): Explains how to generate documents in Salesforce from published CloudFiles templates, either manually via the Doc-Gen LWC widget or automatically using CloudFiles Flow Actions.
- [Connected Ecosystem Layer](https://help.cloudfiles.io/salesforce/connected-ecosystem-layer.md): Extend CloudFiles Document Generation beyond templates and generation into e-signature flows, deeper Salesforce experiences, other CloudFiles products, and custom systems via APIs and events.
- [e-Signature Support](https://help.cloudfiles.io/salesforce/e-signature-support.md): Send generated documents for electronic signature via DocuSign in Salesforce — recipients, signature fields, signing order, branding, and Date Signed / Text fields, for both Word and PDF templates.
- [Sending Documents for Signature](https://help.cloudfiles.io/salesforce/docusign-integration-for-word-based-document-generation.md): The DocuSign integration feature enables you to automatically send generated documents for e-signature directly via DocuSign, using predefined signature fields and recipient mappings.
- [Date Signed and Text Fields](https://help.cloudfiles.io/salesforce/docusign-field-integrations.md): The DocuSign integration supports Date Signed and Text field types, expanding document signing capabilities beyond basic signatures to capture signing dates and collect custom text input.
- [Deep Salesforce Integrations](https://help.cloudfiles.io/salesforce/deep-salesforce-integrations.md): Deep Salesforce Integrations bring Doc Gen inside the Salesforce experiences your users already work from — Experience Cloud, Salesforce Mobile, Field Service Lightning, and Agentforce.
- [Cross-Product Compatibility](https://help.cloudfiles.io/salesforce/cross-product-compatibility.md): Cross-Product Compatibility connects DocGen with CloudFiles Doc Management, Sharing, and Doc AI so storage, distribution, extraction, and generation work together as one document workflow.
- [API & Developer Extensibility](https://help.cloudfiles.io/salesforce/api-developer-extensibility.md): API & Developer Extensibility lets developers trigger, control, and scale CloudFiles document generation from Apex, external applications, and platform events.
- [Document Generation Tutorials](https://help.cloudfiles.io/salesforce/document-generation-tutorials.md): Landing page for the Document Generation tutorials category, linking to guides on building Word templates and generating, automating, and securing documents in CloudFiles.
- [Build a template (Word)](https://help.cloudfiles.io/salesforce/build-a-template-word.md): This guide explains how to create a purchase order template using CloudFiles Document Generation with the Salesforce add-in for Microsoft Word.
- [Generate a document manually](https://help.cloudfiles.io/salesforce/generate-a-document-manually.md): The Doc-Gen widget allows users to manually generate documents (Word, excel, ppt, pdf) from any Salesforce record page using predefined templates.
- [Generate a document via automation](https://help.cloudfiles.io/salesforce/generate-a-document-via-automation.md): Learn how to automatically generate a document when a Salesforce record meets specific criteria by configuring a record-triggered flow with the Generate Document action.
- [Generate a document via Screen Flow](https://help.cloudfiles.io/salesforce/generate-a-document-via-screen-flow.md): Learn how to use a Salesforce Screen Flow to let users select and generate multiple document templates in batch directly from a record page.
- [Generate a document with runtime variables](https://help.cloudfiles.io/salesforce/generate-a-document-with-runtime-variables.md): Learn how to generate a Purchase Order document using Screen Flow with runtime variables, combining Salesforce record data with user-entered input via CloudFiles.
- [Build a PDF template](https://help.cloudfiles.io/salesforce/build-a-pdf-template.md): Learn how to turn a fillable PDF form into a reusable template for automated document generation in Salesforce by mapping PDF fields to Salesforce data with CloudFiles DocGen.
- [Merge documents](https://help.cloudfiles.io/salesforce/5nLC-merge-documents.md): Learn how to merge multiple files (PDFs, DOCX, images) into a single consolidated PDF using the Merge Documents (Sync) action in a Salesforce Screen Flow.
- [Secure PDF](https://help.cloudfiles.io/salesforce/secure-pdf.md): Learn how to secure PDF documents generated via CloudFiles automation in Salesforce by applying printing, locking, password, and retention options through a Screen Flow.

## Salesforce: Document AI

- [Document AI](https://help.cloudfiles.io/salesforce/document-ai.md): Step-by-step guidance for installing, configuring, and using CloudFiles Document AI within your Salesforce org.
- [Installation (Document AI)](https://help.cloudfiles.io/salesforce/rFxC-installation.md): The Installation section guides you through setting up CloudFiles Document AI in your Salesforce org for AI-powered document processing.
- [Installing from the Salesforce AppExchange (Salesforce: Document AI)](https://help.cloudfiles.io/salesforce/installing-from-the-salesforce-appexchange.md): CloudFiles Document AI is available to install from the Salesforce AppExchange.
- [What's In the Package](https://help.cloudfiles.io/salesforce/8Dl7-whats-in-the-package.md): Overview of what's included in the CloudFiles Document AI managed package for Salesforce: the Lightning Experience app, permission sets, Flow Actions and Screen Flow Components, platform events, and Apex extensibility.
- [Configuration (Document AI)](https://help.cloudfiles.io/salesforce/AMNh-configuration.md): Landing page for CloudFiles Document AI setup in Salesforce: AI Playground, account setup, Document Mapper, Datasets, Settings, Usage, and User Management.
- [AI Playground](https://help.cloudfiles.io/salesforce/ai-playground.md): The AI Playground in CloudFiles provides an interactive environment where users can test, refine, and evaluate AI-powered document queries before using them in automation workflows.
- [File Playground](https://help.cloudfiles.io/salesforce/file-playground.md): The File Playground in CloudFiles lets users upload a single document and test natural language queries to extract, classify, or act on its contents.
- [Dataset Playground](https://help.cloudfiles.io/salesforce/dataset-playground.md): A Dataset in CloudFiles Document AI groups multiple documents together so the Dataset Playground can run natural language queries across all of them at once.
- [CloudFiles Account Setup (Salesforce: Document AI)](https://help.cloudfiles.io/salesforce/cloudfiles-account-setup.md): Steps to set up a CloudFiles Account in Salesforce after installing the CloudFiles Document AI app from the AppExchange.
- [Document Mapper Setup](https://help.cloudfiles.io/salesforce/document-mapper-setup.md): A complete, step-by-step reference for building a Document Mapper configuration in Salesforce — creating it and setting its objective, mapping standard, picklist, lookup, and child-relationship fields, testing against sample documents, and reviewing and monitoring runs.
- [Lookup Strategy Resolution](https://help.cloudfiles.io/salesforce/lookup-strategy-resolution.md): How Document Mapper resolves Salesforce lookup fields — the deterministic, fuzzy, context, static, and multi-strategy approaches you can define, the use cases each one fits, and the sample resolution prompt to enter for each.
- [Use Document Mapper Configuration](https://help.cloudfiles.io/salesforce/use-document-mapper-configuration.md): After creating and testing a Document Mapper configuration, you can make it available to users or automations through Salesforce buttons or Salesforce Flow.
- [Datasets (Configuration)](https://help.cloudfiles.io/salesforce/9BnA-datasets.md): Datasets in CloudFiles Document AI let you group multiple documents and Salesforce record context into a single AI-ready collection that can be queried together with natural language prompts.
- [Settings (Salesforce: Document AI)](https://help.cloudfiles.io/salesforce/rSFr-settings.md): CloudFiles Document AI supports multiple AI agent types (query, direct-query, split); this article covers default agent configuration, how to change the default agent, and the Auto Assign Licenses setting.
- [Usage (Salesforce: Document AI)](https://help.cloudfiles.io/salesforce/usage.md): The Usage Page provides an overview of the total number of pages processed using Document AI.
- [User Management (Salesforce: Document AI)](https://help.cloudfiles.io/salesforce/F8L0-user-management.md): User Management in CloudFiles ensures that users have the right access, licenses, and permissions to efficiently manage and process documents within Salesforce.
- [Features (Document AI · Salesforce)](https://help.cloudfiles.io/salesforce/mBwY-features.md): This section highlights the powerful features of CloudFiles Document AI in Salesforce.
- [Multi-Agent AI with Custom Control](https://help.cloudfiles.io/salesforce/multi-agent-ai-with-custom-control.md): CloudFiles Document AI uses a multi-agent approach to give users precise control over how AI handles different types of document operations.
- [Functional Agents](https://help.cloudfiles.io/salesforce/functional-agents.md): Overview of CloudFiles' specialized AI agents for document querying, direct querying, and document processing, with guidance on choosing the right one.
- [Precision Prompting](https://help.cloudfiles.io/salesforce/precision-prompting.md): Precision Prompting lets businesses give CloudFiles Document AI custom instructions, rules, and formatting guidelines so AI outputs stay accurate, consistent, and business-ready across the Process, Query, and Split flow actions.
- [Universal File Intelligence](https://help.cloudfiles.io/salesforce/universal-file-intelligence.md): CloudFiles Document AI brings intelligent document processing into Salesforce with adaptive OCR/NLP, format-agnostic reading, omni-source file access, and large-scale selective page processing.
- [Intelligent Document Queries](https://help.cloudfiles.io/salesforce/intelligent-document-queries.md): CloudFiles Document AI combines OCR and NLP so teams can query documents in natural language, get output in multiple formats, and extract deep structured data merged with Salesforce.
- [Datasets (Intelligent Document Queries)](https://help.cloudfiles.io/salesforce/datasets.md): CloudFiles Datasets let you group documents and Salesforce data into a single collection to analyze them collectively using AI.
- [Automation & Bulk Actions](https://help.cloudfiles.io/salesforce/automation-and-bulk-actions.md): CloudFiles automation features ensure that every document is captured, processed, and acted upon the moment it enters your system.
- [Multi-Source Triggers](https://help.cloudfiles.io/salesforce/multi-source-triggers.md): Multi-Source Triggers automatically detect file additions or updates across Salesforce, connected storage systems, and CloudFiles components, generating CloudFiles Events that trigger AI-powered processing.
- [AI Flow Actions](https://help.cloudfiles.io/salesforce/ai-flow-actions.md): CloudFiles' AI-powered Flow Actions bring intelligence and automation into document workflows by processing, querying, and splitting documents automatically.
- [Document Mapper (Guide)](https://help.cloudfiles.io/salesforce/document-mapper.md): Document Mapper combines AI-powered extraction with Salesforce automation, using configurable mapper fields and prompts to extract data from uploaded files and map it into parent and child Salesforce records.
- [Actionable AI Outputs](https://help.cloudfiles.io/salesforce/actionable-ai-outputs.md): CloudFiles AI brings intelligence directly into document management and generation inside Salesforce, organizing, generating, and processing documents automatically with accuracy and consistency.
- [AI Driven Document Management](https://help.cloudfiles.io/salesforce/ai-driven-document-management.md): This article explores how CloudFiles brings Document Management and Document AI together to simplify the way documents move through Salesforce.
- [AI Driven Document Generation](https://help.cloudfiles.io/salesforce/ai-driven-document-generation.md): Document Generation and Document AI together form an end-to-end content engine that turns raw documents and record data into ready-to-send quotes, proposals, invitations, and onboarding packs.
- [Intelligent PDF Splitting](https://help.cloudfiles.io/salesforce/intelligent-pdf-splitting.md): The CloudFiles: Split Document Using AI flow action automatically analyzes and splits merged PDF files using AI and OCR, detecting document boundaries and producing cleanly structured, searchable, auto-named output files.
- [Document AI Tutorials](https://help.cloudfiles.io/salesforce/document-ai-tutorials.md): This tutorial series walks through the core capabilities of Document AI, including configuring initial flows, processing files, extracting and mapping data to Salesforce object fields, and integrating into automation workflows.
- [AI Flows - Initial Setup Guide](https://help.cloudfiles.io/salesforce/ai-flows-initial-setup-guide.md): This guide provides a detailed overview of setting up Salesforce flows to process files using CloudFiles Document AI as a pre-cursor to querying results from AI.
- [Process Salesforce Files](https://help.cloudfiles.io/salesforce/process-salesforce-files.md): A guide to processing Salesforce Files for Document AI by setting up two flows: one to send newly uploaded files for processing, and one to handle completed processing so AI queries can be run.
- [Process External Files](https://help.cloudfiles.io/salesforce/process-external-files.md): This guide provides a detailed overview of setting up Salesforce flows to process files using CloudFiles Document AI.
- [Batching AI Queries](https://help.cloudfiles.io/salesforce/batching-ai-queries.md): A tutorial on using CloudFiles Document AI with Salesforce flow automations to build a KYC upload checker that runs multiple natural language queries in a single batched call.
- [Classify and Rename Uploaded Files](https://help.cloudfiles.io/salesforce/classify-and-rename-uploaded-files.md): Learn how to use CloudFiles Document AI with Salesforce flow automations to classify incoming documents (Passport or Driving License) and automatically rename them with the appropriate prefix.
- [Document Mapper Tutorial](https://help.cloudfiles.io/salesforce/document-mapper-tutorial.md): Learn how to use CloudFiles Document Mapper, a no-code feature that integrates with Salesforce List View Buttons to automatically process business documents and create corresponding Salesforce records.
- [Document Checklist](https://help.cloudfiles.io/salesforce/document-checklist.md): Shows how to use CloudFiles Document AI with Salesforce flow automations to classify incoming documents via Natural Language Query and automatically update a student's Document Checklist.
- [Get CSV text Output from AI Query](https://help.cloudfiles.io/salesforce/get-csv-text-output-from-ai-query.md): Learn how to use CloudFiles Document AI with Salesforce flow automations to extract multiple data fields from uploaded documents in CSV format using a single natural language query.
- [Get JSON Output from AI Query](https://help.cloudfiles.io/salesforce/get-json-output-from-ai-query.md): Learn how to use CloudFiles Document AI with Salesforce flow automations to extract data from documents into structured JSON and process it with Apex.
- [KYC Upload Checker](https://help.cloudfiles.io/salesforce/kyc-upload-checker.md): Set up a KYC upload checker in Salesforce using CloudFiles Document AI and flow automations to classify uploaded documents and auto-update Account fields.
- [Line Item Extraction](https://help.cloudfiles.io/salesforce/line-item-extraction.md): This tutorial shows how to use CloudFiles with Salesforce flow automations to extract order line item data from uploaded purchase orders using Document AI and Apex.
- [Mass property extraction from a Medical Form](https://help.cloudfiles.io/salesforce/mass-property-extraction-from-a-medical-form.md): Learn how to set up Salesforce flow automations with CloudFiles Document AI and Custom Metadata to extract multiple properties from uploaded medical form documents.
- [Signature Checking](https://help.cloudfiles.io/salesforce/signature-checking.md): Tutorial on using CloudFiles with Salesforce flow automations to check if a document is signed and authenticated, updating Salesforce records accordingly.
- [Simple Data Extraction from KYC Files](https://help.cloudfiles.io/salesforce/simple-data-extraction-from-kyc-files.md): Learn how to set up Salesforce flow automations with CloudFiles Document AI to automatically extract KYC data (name, dates, license number) from uploaded Driving License files and update Contact record fields.
- [Splitting multiple combined POs into child objects](https://help.cloudfiles.io/salesforce/splitting-multiple-combined-pos-into-child-objects.md): Learn how to configure three Salesforce flows using CloudFiles Document AI to automatically split a multi-document file into individual purchase orders, create child records for each split, and attach the corresponding files to their records.

## HubSpot: Document Management

- [Workflow Actions](https://help.cloudfiles.io/hubspot/workflow-actions.md): Learn how to effectively use CloudFiles actions in HubSpot workflows with this comprehensive document.
- [Add to Dataroom Action](https://help.cloudfiles.io/hubspot/add-to-dataroom-action.md): Learn how to use the "Add to dataroom" action by CloudFiles to effortlessly insert files, folders, and file request blocks into CloudFiles datarooms.
- [Copy Resource Action](https://help.cloudfiles.io/hubspot/copy-resource-action.md): Learn how to use the "Copy File" action by CloudFiles to easily duplicate and relocate files across various cloud storages.
- [Create Attachment Action](https://help.cloudfiles.io/hubspot/create-attachment-action.md): Learn how to use the "Create Attachment" action in HubSpot to effortlessly link files, folders, or datarooms with your HubSpot records. Discover the essential parameters needed, including target cloud storage and the resource to attach.
- [Create Dataroom Action](https://help.cloudfiles.io/hubspot/create-dataroom-action.md): Learn how to create and clone datarooms using the CloudFiles "Create Dataroom" action.
- [Create Folder Action](https://help.cloudfiles.io/hubspot/create-folder-action.md): Learn how to use the Create folder action by CloudFiles to automatically create folders in cloud storage platforms like Google Drive and SharePoint using HubSpot workflows.
- [Delete Attachment (Workflow Action)](https://help.cloudfiles.io/hubspot/delete-attachment.md): The "Delete Attachment" action in CloudFiles allows you to automatically remove file/folder attachments from HubSpot records using workflows.
- [Delete Dataroom Action](https://help.cloudfiles.io/hubspot/delete-dataroom-action.md): Learn how to use the Delete Dataroom action in CloudFiles to efficiently delete datarooms using HubSpot workflows.
- [Delete Resource Action](https://help.cloudfiles.io/hubspot/delete-resource-action.md): The "Delete Resource" action in CloudFiles allows you to remove files or folders from your cloud storage.
- [Generate Document Action](https://help.cloudfiles.io/hubspot/generate-document-action.md): The Generate Document action by CloudFiles allows you to automatically create documents using predefined templates within HubSpot workflows.
- [Get Attachment Details Action](https://help.cloudfiles.io/hubspot/get-attachment-details-action.md): Learn how to use the "Get Attachment Details" action in CloudFiles to retrieve attachment details associated with a HubSpot record.
- [Get Resource Property Action](https://help.cloudfiles.io/hubspot/get-resource-property-action.md): The "Get Resource Property" action in CloudFiles retrieves the external URL and various metadata related to a file or folder stored in your cloud library.
- [How to get the folder, drive, site ID etc... required for automations?](https://help.cloudfiles.io/hubspot/how-to-get-the-folder-drive-site-id-etc-required-for-automations.md): Learn how to obtain drive ID, folder ID, folder path, or file path in HubSpot with this helpful guide. Access these parameters through the CloudFiles native app or directly from HubSpot to configure automations.
- [Move HubSpot Files Action](https://help.cloudfiles.io/hubspot/move-hubspot-files-action.md): Learn how to use the "Move HubSpot Files" action by CloudFiles to seamlessly transfer files from HubSpot file manager to an external storage system.
- [Move Resource Action](https://help.cloudfiles.io/hubspot/move-resource-action.md): The Move Resource action by CloudFiles is used to move the file from one destination to another destination. E.g.
- [Share Attachment Action](https://help.cloudfiles.io/hubspot/share-attachment-action.md): Learn how to share attachments using HubSpot workflows with the "Share Attachment" action by CloudFiles.
- [Update Link Settings Action](https://help.cloudfiles.io/hubspot/update-link-settings-action.md): Learn how to update the settings of your CloudFiles links with the "Update Link Settings" action.
- [Update Resource Permissions Action](https://help.cloudfiles.io/hubspot/update-resource-permissions-action.md): The "Update Resource Permission" action by CloudFiles allows you to manage access to files or folders by specifying email addresses. You can grant or revoke access to a particular file or folder, for example when a deal owner changes.
- [Update Resource Action](https://help.cloudfiles.io/hubspot/update-resource-action.md): The "Update Resource" action in CloudFiles allows you to update metadata, such as renaming files and folders or adding descriptions. It is very useful when you want to update custom columns in SharePoint.
- [Workflow Triggers & List Filters](https://help.cloudfiles.io/hubspot/workflow-triggers-and-list-filters.md): Learn how to automate tasks using CloudFiles, create powerful automations with the file viewed event, and effectively trigger workflows and filter contacts based on file views in HubSpot.
- [All CloudFiles Events](https://help.cloudfiles.io/hubspot/all-cloudfiles-events.md): The CloudFiles Events track actions related to files, folders, and datarooms, providing details on when and how they are accessed, shared, or attached.
- [All CloudFiles Properties](https://help.cloudfiles.io/hubspot/all-cloudfiles-properties.md): Describes the five CloudFiles properties that auto-track file uploads, views, and attachments on HubSpot records for use in workflows.
- [Filtering Lists](https://help.cloudfiles.io/hubspot/filtering-lists.md): HubSpot's list filtering enhanced by CloudFiles document interaction metrics for segmenting contacts, companies, deals, and tickets.
- [Workflow Triggers](https://help.cloudfiles.io/hubspot/workflow-triggers.md): CloudFiles extends HubSpot workflow triggers with file-related event-based and property-based triggers to automate lead nurturing and follow-ups.
- [Document Management (Document Management)](https://help.cloudfiles.io/hubspot/document-management.md): Document Management by CloudFiles brings your external file storage directly into HubSpot so teams can access, organise, and manage files without leaving the CRM.
- [Setup & Configuration (Document Management)](https://help.cloudfiles.io/hubspot/a8Pc-setup-and-configuration.md): This section covers the initial setup and configuration required to use the Document Management product within HubSpot.
- [Adding an App Card on the Record Page](https://help.cloudfiles.io/hubspot/adding-an-app-card-on-the-record-page.md): Learn how to add the CloudFiles App Card to a HubSpot record, link it to a folder or file, manage linked content, and unlink folders when they're no longer needed.
- [Account Setup (HubSpot: Document Management)](https://help.cloudfiles.io/hubspot/kRGB-account-setup.md): The Document Management settings are used to connect cloud storage accounts and define how files and folders are handled.
- [Setup Wizard (HubSpot: Document Management)](https://help.cloudfiles.io/hubspot/setup-wizard.md): The Document Management Setup Wizard helps you configure CloudFiles for use inside HubSpot, guiding you through connecting document storage, displaying documents on records, and automating folder creation.
- [Connecting External Storage Accounts (Setup & Configuration)](https://help.cloudfiles.io/hubspot/connecting-external-storage-accounts.md): Learn how to connect external storage platforms like Google Drive, SharePoint, and OneDrive directly to HubSpot using CloudFiles.
- [License Management (HubSpot: Document Management)](https://help.cloudfiles.io/hubspot/license-management.md): The License Management section in CloudFiles allows admins to control access to the Document Management product, including viewing active users, assigning roles, inviting new users, and managing the total number of licenses available.
- [Usage (HubSpot: Document Management)](https://help.cloudfiles.io/hubspot/usage.md): The Document Management usage view helps you monitor how CloudFiles document management automations consume credits over time.
- [Features (Document Management · HubSpot)](https://help.cloudfiles.io/hubspot/RX0R-features.md): CloudFiles brings external file storage directly into HubSpot, allowing teams to access, organise, and manage documents without leaving the CRM. These are the document management features provided by CloudFiles.
- [Record Widgets](https://help.cloudfiles.io/hubspot/record-widgets.md): Record Widgets of CloudFiles connect HubSpot with external storage platforms such as Google Drive, SharePoint, OneDrive, Dropbox, Box, and AWS S3.
- [App Card](https://help.cloudfiles.io/hubspot/app-card.md): The App Card connects your external storage platforms with HubSpot records, letting users view and manage linked files and folders directly within a HubSpot record.
- [Sidebar Widget](https://help.cloudfiles.io/hubspot/sidebar-widget.md): The sidebar widget on HubSpot contact, company, deal, and ticket records provides direct access to files and folders stored in your storage platforms via an Add button and a CloudFiles hyperlink.
- [Associations](https://help.cloudfiles.io/hubspot/associations.md): An association in CloudFiles links a file, folder, or dataroom from an external storage platform to a HubSpot record via the Sidebar Widget or App Card.
- [File Operations](https://help.cloudfiles.io/hubspot/file-operations.md): File operations in CloudFiles record widgets allow users to manage files associated with HubSpot records through the App Card and the Sidebar Widget.
- [Folder Operations](https://help.cloudfiles.io/hubspot/folder-operations.md): Folder operations in CloudFiles allow users to manage folders linked to HubSpot records directly through the App Card and the Sidebar Widget.
- [Content Library (Guide · HubSpot)](https://help.cloudfiles.io/hubspot/content-library.md): Learn how to effectively use the CloudFiles Content Library in HubSpot with this comprehensive document.
- [Accessing the Library](https://help.cloudfiles.io/hubspot/accessing-the-library.md): The Content Library inside HubSpot allows users to browse and access files and folders from various connected storage platforms without leaving a HubSpot record.
- [File & Folder Management Operations](https://help.cloudfiles.io/hubspot/file-and-folder-management-operations.md): A walkthrough of all file and folder management actions available on content stored in your connected storage platform, accessible either through the HubSpot Content Library or by logging into the CloudFiles web app.
- [Real-Time Sync](https://help.cloudfiles.io/hubspot/real-time-sync.md): CloudFiles' Mirror Storage feature enables real-time sync so users can browse and interact with files from external cloud storage services inside HubSpot while always seeing the latest version.
- [Permission Sets](https://help.cloudfiles.io/hubspot/permission-sets.md): Permission control in HubSpot with CloudFiles allows you to manage who can view and access files linked from your external storage.
- [Connecting External Storage Accounts (Features)](https://help.cloudfiles.io/hubspot/i_cA-connecting-external-storage-accounts.md): Explains how to connect external storage platforms (Google Drive, SharePoint, OneDrive, Dropbox, Microsoft Teams) to CloudFiles for centralized access via the Content Library.
- [Automations (HubSpot: Document Management)](https://help.cloudfiles.io/hubspot/DiuD-automations.md): CloudFiles workflow actions provide a structured way to handle document management tasks directly within HubSpot workflows.
- [Automated Folder Hierarchies](https://help.cloudfiles.io/hubspot/automated-folder-hierarchies.md): Guide to creating automated parent and sub-folder hierarchies in external storage directly from a HubSpot record using CloudFiles flow actions.
- [Automated Internal Notifications](https://help.cloudfiles.io/hubspot/automated-internal-notifications.md): Learn how to notify your team by generating links for files uploaded to HubSpot using the HubSpot-CloudFiles integration.
- [Auto Create Contacts from File Views](https://help.cloudfiles.io/hubspot/auto-create-contacts-from-file-views.md): Learn how to auto-capture and update HubSpot contacts using CloudFiles' Soft-Gated and No-Gate Capture methods when files are viewed.
- [Collecting sensitive documents](https://help.cloudfiles.io/hubspot/collecting-sensitive-documents.md): Learn to build a compliant document collection workflow in HubSpot using CloudFiles: set up a secure dataroom, request sensitive documents, and auto-organize them into folders in your external storage.
- [Collect anonymous analytics on documents](https://help.cloudfiles.io/hubspot/collect-anonymous-analytics-on-documents.md): Learn how to publicly share PDFs and documents via HubSpot-CloudFiles integration and collect anonymous analytics, including building HubSpot dashboards from the collected view data.
- [Custom File Analytics Dashboard](https://help.cloudfiles.io/hubspot/custom-file-analytics-dashboard.md): This tutorial explains how to create and use the CloudFiles custom object in HubSpot to track and analyze file views.
- [Data Consent and Privacy Notice](https://help.cloudfiles.io/hubspot/data-consent-and-privacy-notice.md): This tutorial provides step-by-step instructions on how to set up data collection consent and ensure your privacy policy is easily accessible to your users.
- [Document approval process](https://help.cloudfiles.io/hubspot/document-approval-process.md): Learn how to create a document approval process in HubSpot using the HubSpot-CloudFiles integration—setting up a secure dataroom, a document checklist, and email/Slack notifications for upload completion and re-upload requests.
- [E-mail Attachment Tracking](https://help.cloudfiles.io/hubspot/e-mail-attachment-tracking.md): Learn how to track e-mail attachments sent through mass HubSpot campaigns using the CloudFiles - HubSpot Integration, from creating personalized links to building analytics dashboards.
- [File Portals for Sales & Service teams](https://help.cloudfiles.io/hubspot/file-portals-for-sales-and-service-teams.md): Learn how to automate folder creation at a specific deal stage, establish an empty data room with a sharing link, upload files to internal folders, selectively share files with the data room, and analyse portal analytics using the HubSpot - CloudFiles integration.
- [File Upload Portal for clients](https://help.cloudfiles.io/hubspot/file-upload-portal-for-clients.md): Explore how to collect documents from customers or team members and allow them to access the uploaded files via a self-updating dataroom through the HubSpot-CloudFiles integration.
- [Mirror Deal Folder to Contacts Automatically](https://help.cloudfiles.io/hubspot/mirror-deal-folder-to-contacts-automatically.md): Learn how to automatically create a parent folder for a HubSpot deal and mirror it to the deal's associated contacts using CloudFiles flow actions.
- [Move Files from HubSpot Forms to External Storage](https://help.cloudfiles.io/hubspot/move-files-from-hubspot-forms-to-external-storage.md): Learn how to automatically create contact-based folders in your cloud storage and move files submitted through HubSpot forms into them using the HubSpot - CloudFiles integration.
- [Selective File collection portal](https://help.cloudfiles.io/hubspot/selective-file-collection-portal.md): Tutorial on automating a conditional file collection portal (Dataroom) within external storage, linked to HubSpot records via the CloudFiles-HubSpot integration, using workflow actions to dynamically generate folders, subfolders, and file request blocks based on user selections.
- [Selective Sub-Folder Sharing](https://help.cloudfiles.io/hubspot/selective-sub-folder-sharing.md): Learn how to automatically create parent and sub-folders for a HubSpot deal record and generate a shareable link to any specific subfolder using CloudFiles flow actions.
- [Send secure collaterals using Email Verification](https://help.cloudfiles.io/hubspot/send-secure-collaterals-using-email-verification.md): Learn how to share marketing materials securely via the HubSpot-CloudFiles integration, covering both manual link sharing with email verification and automating the process end-to-end with workflows.

## HubSpot: Document Sharing

- [Document Sharing (Document Sharing)](https://help.cloudfiles.io/hubspot/document-sharing.md): Document Sharing by CloudFiles lets teams create secure share links for files, folders, and other shared content directly from HubSpot.
- [Setup & Configuration (Document Sharing)](https://help.cloudfiles.io/hubspot/Iccx-setup-and-configuration.md): The Document Sharing setup and configuration in CloudFiles defines how documents are sourced, shared, secured, and accessed within HubSpot.
- [Account Setup (HubSpot: Document Sharing)](https://help.cloudfiles.io/hubspot/account-setup.md): The Account Setup section for Document Sharing product helps you configure the foundational settings required to enable sharing, control access, and customize how shared documents appear to external viewers.
- [Branding](https://help.cloudfiles.io/hubspot/branding.md): Through the Branding settings, CloudFiles allows you to fully white-label your document viewer by adding your company logo, website, and a custom domain or subdomain for all shared CloudFiles links.
- [Link Defaults (Guide · HubSpot)](https://help.cloudfiles.io/hubspot/link-defaults.md): Link Default Settings define how newly created CloudFiles links behave by default, covering General Settings (status, download, expiry, notifications, updates) and Security Settings (password policy, require email) for shared documents.
- [Compliances](https://help.cloudfiles.io/hubspot/compliances.md): The Compliance section helps you meet legal, regulatory, and organisational data-protection requirements when sharing documents through CloudFiles.
- [Viewer Customisation](https://help.cloudfiles.io/hubspot/viewer-customisation.md): Viewer Customisation settings let you control how the CloudFiles document viewer behaves and appears to your audience, including HubSpot tracking, login options, default theme, and IP tracking.
- [Setup Wizard (HubSpot: Document Sharing)](https://help.cloudfiles.io/hubspot/MHzA-setup-wizard.md): The Document Sharing Setup Wizard helps you configure CloudFiles to securely share files and folders from HubSpot.
- [License Management (HubSpot: Document Sharing)](https://help.cloudfiles.io/hubspot/Xxo3-license-management.md): The License Management section for Document Sharing allows admins to control which users can access the CloudFiles sharing features.
- [Usage (HubSpot: Document Sharing)](https://help.cloudfiles.io/hubspot/aF9K-usage.md): The Document Sharing usage view provides visibility into how sharing activity consumes credits and storage, and how documents are accessed and engaged with.
- [Features (Document Sharing · HubSpot)](https://help.cloudfiles.io/hubspot/features.md): The Document Sharing features in CloudFiles help teams share content securely from HubSpot while controlling access, branding, and engagement visibility.
- [File and Folder Sharing](https://help.cloudfiles.io/hubspot/file-and-folder-sharing.md): CloudFiles provides link-based sharing for files and folders stored in connected external storage, letting users control access, downloads, expiry, and branding directly from HubSpot.
- [Link Settings and Security](https://help.cloudfiles.io/hubspot/link-settings-and-security.md): CloudFiles link-level controls let teams manage access, downloads, expiry, notifications, and security for shared files and folders without moving them out of storage.
- [Dataroom Management](https://help.cloudfiles.io/hubspot/dataroom-management.md): Datarooms in CloudFiles are structured containers used to share multiple files and folders and to collect documents from external users through a single link.
- [Engagement & Analytics](https://help.cloudfiles.io/hubspot/engagement-and-analytics.md): CloudFiles provides engagement and analytics capabilities to track how shared files, folders, and datarooms are accessed and interacted with inside HubSpot.
- [Automations (HubSpot: Document Sharing)](https://help.cloudfiles.io/hubspot/automations.md): CloudFiles workflow actions help share documents with clients and automatically collect files into the correct cloud storage folders.

## HubSpot: Document Generation

- [Document Generation (Document Generation · HubSpot)](https://help.cloudfiles.io/hubspot/document-generation.md): CloudFiles Document Generation integrates with HubSpot to help you create, customize and automate creation of documents using HubSpot CRM data.
- [Setup and Configuration](https://help.cloudfiles.io/hubspot/setup-and-configuration.md): The Setup and Configuration section guides you through setting up CloudFiles Document Generation in your HubSpot, enabling automated creation of your documents.
- [Document Generation Setup Wizard](https://help.cloudfiles.io/hubspot/document-generation-setup-wizard.md): The Document Generation Setup Wizard helps you configure CloudFiles to generate documents directly from HubSpot CRM data.
- [Adding Widget to Record Page](https://help.cloudfiles.io/hubspot/adding-widget-to-record-page.md): CloudFiles Document Generation is used to generate PDFs and original file format (DOCX/PPTX/XLSX) documents using HubSpot data, and integrates directly within HubSpot record pages.
- [CloudFiles Office Add-In setup](https://help.cloudfiles.io/hubspot/cloudfiles-office-add-in-setup.md): The CloudFiles Office add-in integrates CloudFiles with HubSpot, letting users create and design templates incorporating HubSpot CRM data directly from Microsoft Word, Excel, or PowerPoint.
- [Account Setup (HubSpot: Document Generation)](https://help.cloudfiles.io/hubspot/siAS-account-setup.md): The Document Generation Account Setup section in CloudFiles provides a centralized view for managing document templates, configuring integrations, and tracking usage.
- [License Management (HubSpot: Document Generation)](https://help.cloudfiles.io/hubspot/xTAp-license-management.md): The License Management section in CloudFiles allows administrators to control user access to CloudFiles products.
- [Usage Dashboard](https://help.cloudfiles.io/hubspot/usage-dashboard.md): The Document Generation usage view helps you monitor how many documents generated using CloudFiles document generation and automations credits consumed over time.
- [Features (Document Generation · HubSpot)](https://help.cloudfiles.io/hubspot/194e-features.md): CloudFiles Document Generation provides a complete set of capabilities to design, populate, generate from HubSpot CRM data.
- [Design Studio](https://help.cloudfiles.io/hubspot/design-studio.md): CloudFiles provides a set of interfaces that let you design and manage document templates using data from HubSpot.
- [Microsoft Office Add-In](https://help.cloudfiles.io/hubspot/microsoft-office-add-in.md): The Design Studio in CloudFiles is powered by the Microsoft Office Add-in, which enables you to design and manage document templates using HubSpot data.
- [How to build a template](https://help.cloudfiles.io/hubspot/how-to-build-a-template.md): This guide explains how to create a template using CloudFiles Document Generation, walking through building a purchase order template in Microsoft Word using HubSpot Deal data.
- [Formatting Options](https://help.cloudfiles.io/hubspot/formatting-options.md): Formatting controls in CloudFiles Document Generation let you control how dynamic data appears in your generated documents, including text, date, and number formatting.
- [Data Orchestration](https://help.cloudfiles.io/hubspot/data-orchestration.md): Data Orchestration section explains how data is accessed from HubSpot, organized within templates, and applied to generate dynamic documents.
- [HubSpot Data Access](https://help.cloudfiles.io/hubspot/hubspot-data-access.md): CloudFiles Document Generation integrates directly with HubSpot to securely access CRM data and populate Microsoft Office document templates.
- [Supported HubSpot Objects](https://help.cloudfiles.io/hubspot/supported-hubspot-objects.md): CloudFiles Document Generation connects with HubSpot to fetch CRM data into Microsoft office templates using global variables $record and $user.
- [Supported HubSpot Field Types](https://help.cloudfiles.io/hubspot/supported-hubspot-field-types.md): CloudFiles Document Generation supports a wide range of HubSpot field types, allowing you to insert CRM data into your Microsoft Office templates with ease.
- [Template-Resources](https://help.cloudfiles.io/hubspot/template-resources.md): The Builder automatically retrieves all fields (both standard and custom) from the selected Master Object.
- [Record Single Variable (Guide · HubSpot)](https://help.cloudfiles.io/hubspot/record-single-variable.md): A Record Single Variable contains an entire record and all of the field values on that record.
- [Record Collection Variable (Guide · HubSpot)](https://help.cloudfiles.io/hubspot/record-collection-variable.md): A Record Collection Variable is a collection of records; you create it by selecting the Object type and setting conditions on the record fields.
- [Runtime Variable (Guide · HubSpot)](https://help.cloudfiles.io/hubspot/runtime-variable.md): A Runtime Variable in CloudFiles stores a value that can be used within a document template during document generation, acting as a static or default placeholder.
- [Recipients (Guide · HubSpot)](https://help.cloudfiles.io/hubspot/recipients.md): The Recipients resource defines the individuals who will receive and sign generated documents via DocuSign, holding their name and email address for e-signature routing.
- [Template-Actions](https://help.cloudfiles.io/hubspot/template-actions.md): Now that we have created resources, the next step is to build templates using template actions. We offer templates in Word, Excel and PowerPoint, each with its own set of unique actions, which we will explore in this article.
- [Word DocX Template Actions (Guide · HubSpot)](https://help.cloudfiles.io/hubspot/word-docx-template-actions.md): In the Actions section, you can customize your document templates using various operations that insert fields, pictures, tables, apply conditions and set document titles.
- [Insert Field (Word · HubSpot)](https://help.cloudfiles.io/hubspot/qb4d-insert-field.md): Insert Field lets you insert standard or custom fields from the Master Object or Record Variables into a Word document, with options to format text case, font, dates, and numbers.
- [Insert Picture (Word · HubSpot)](https://help.cloudfiles.io/hubspot/YLV8-insert-picture.md): Insert Picture action enables you to insert a picture using an image URL, retrieved dynamically from a HubSpot record field or entered manually.
- [Insert Table (Word · HubSpot)](https://help.cloudfiles.io/hubspot/h9jZ-insert-table.md): You can insert a table into a Microsoft Word template using data from HubSpot records stored as a Collection Variable Resource, allowing structured data to be retrieved and displayed within the document.
- [Insert Loop (Guide · HubSpot)](https://help.cloudfiles.io/hubspot/insert-loop.md): The Insert Loop action lets you repeat a section of a document template using data from multiple HubSpot records in a record collection.
- [Insert Condition (Guide · HubSpot)](https://help.cloudfiles.io/hubspot/insert-condition.md): Insert Condition action allows you to conditionally insert any content (text, table, picture) into the template.
- [Insert Link (Guide · HubSpot)](https://help.cloudfiles.io/hubspot/insert-link.md): The Insert Link action adds a hyperlink to your document using a stored URL, with a custom label that can dynamically update if the URL is stored in a record.
- [Document Title (Word · HubSpot)](https://help.cloudfiles.io/hubspot/nac6-document-title.md): This action allows you to assign a title to the documents generated from a given template.
- [Insert Form Field (Guide · HubSpot)](https://help.cloudfiles.io/hubspot/insert-form-field.md): Insert Form Field lets you add a signature placeholder inside your Word document, showing where someone needs to sign when the document is sent using DocuSign.
- [Excel Template Actions (Guide · HubSpot)](https://help.cloudfiles.io/hubspot/excel-template-actions.md): Learn how to use Excel template actions to insert record properties, build dynamic tables, and set document titles in HubSpot Excel templates.
- [Insert Field (Excel · HubSpot)](https://help.cloudfiles.io/hubspot/insert-field.md): The Insert Field action lets you insert any HubSpot property into your Excel template as a placeholder that fetches relevant data when the file is generated.
- [Insert Table (Excel · HubSpot)](https://help.cloudfiles.io/hubspot/insert-table.md): The Insert Table action lets you insert a table into an Excel template using data from HubSpot Record Collection Variables.
- [Document Title (Excel · HubSpot)](https://help.cloudfiles.io/hubspot/document-title.md): The Document Title action allows you to define the name of the Excel file generated from a template.
- [PPT Template Actions (Guide · HubSpot)](https://help.cloudfiles.io/hubspot/ppt-template-actions.md): Using CloudFiles PPT template actions, you can define how HubSpot data is added and formatted within your PowerPoint templates.
- [Insert Field (PPT · HubSpot)](https://help.cloudfiles.io/hubspot/xyU7-insert-field.md): The Insert Field action lets you insert dynamic data into your PPT template using HubSpot properties and variables from the master record or record variables.
- [Insert Picture (PPT · HubSpot)](https://help.cloudfiles.io/hubspot/insert-picture.md): The Insert Picture action lets you dynamically insert images into your PPT template using static image URLs or URLs stored in HubSpot properties.
- [Document Title (PPT · HubSpot)](https://help.cloudfiles.io/hubspot/zk40-document-title.md): The Document Title action allows you to define the name of the document generated from the PowerPoint template by selecting a HubSpot property.
- [Template Control Center](https://help.cloudfiles.io/hubspot/template-control-center.md): The Template Control Center provides a centralized location to manage and monitor all document templates created using CloudFiles Document Generation.
- [Generating Documents (Guide · HubSpot)](https://help.cloudfiles.io/hubspot/generating-documents.md): This section explains how to generate documents within HubSpot using CloudFiles. Once templates are designed and published using CloudFiles interfaces, documents can be generated directly from HubSpot records using live record data.
- [Manual Document Generation](https://help.cloudfiles.io/hubspot/manual-document-generation.md): Explains how to add the Doc-Generation widget to a HubSpot record page and use it to manually generate documents from templates.
- [Automate Document Generation using HubSpot Workflows](https://help.cloudfiles.io/hubspot/automate-document-generation-using-hubspot-workflows.md): Learn how to automate document generation from HubSpot workflows using the Generate Document action, including template, destination, and PDF conversion parameters.
- [eSignature Integration](https://help.cloudfiles.io/hubspot/esignature-integration.md): CloudFiles eSignature integration allows you to automatically send generated documents from HubSpot for signing using DocuSign.
- [DocuSign Integration (Setup)](https://help.cloudfiles.io/hubspot/docusign-integration-setup.md): Explains how to connect your DocuSign account with CloudFiles in HubSpot, a mandatory setup before sending documents for eSignature or using DocuSign form fields in templates.
- [DocuSign Field Integrations](https://help.cloudfiles.io/hubspot/docusign-field-integrations.md): The DocuSign integration lets you automatically send generated documents for e-signature via DocuSign using predefined form fields and recipient mappings.

## HubSpot: Account & Admin

- [Tutorials](https://help.cloudfiles.io/hubspot/tutorials.md): In this section, we discuss various use cases in HubSpot that can be solved using CloudFiles.
- [Admin, User & Account](https://help.cloudfiles.io/hubspot/admin-user-and-account.md): We have compiled all the articles and FAQs related to User and Account topics in this help document. This guide is designed to provide CloudFiles users with easy access to all the support they need in one place.
- [User-related](https://help.cloudfiles.io/hubspot/user-related.md): This section covers everything you need to know about managing users in CloudFiles, including integration setup, user registration, license management, role assignments, and user deletion. Below is a brief overview of the topics covered.
- [What is an Integration/System user?](https://help.cloudfiles.io/hubspot/what-is-an-integrationsystem-user.md): An Integration User is the account connection that links your HubSpot account with your CloudFiles account, allowing CloudFiles to perform actions within HubSpot.
- [Inviting Users and Managing Licenses in the CloudFiles App](https://help.cloudfiles.io/hubspot/inviting-users-and-managing-licenses-in-the-cloudfiles-app.md): This guide walks you through the essential steps so you can easily onboard teammates and keep track of your license usage.
- [Account-related](https://help.cloudfiles.io/hubspot/account-related.md): This section provides a comprehensive overview of account-related features in CloudFiles, including automation credits, account management, licensing, billing, and custom branding. Below is a summary of the topics covered.
- [Doc Management Settings](https://help.cloudfiles.io/hubspot/doc-management-settings.md): The Document Management settings are used to connect cloud storage accounts and define how files and folders are handled.
- [Doc Sharing Settings](https://help.cloudfiles.io/hubspot/doc-sharing-settings.md): The Document Sharing settings allow you to configure how links are created, branded, and secured when sharing files through CloudFiles.
- [Custom Branding & Domain](https://help.cloudfiles.io/hubspot/custom-branding-and-domain.md): Learn how to white-label your CloudFiles Document Viewer with your company logo and a custom domain by purchasing an Enterprise license.
- [License & Billing Settings](https://help.cloudfiles.io/hubspot/license-and-billing-settings.md): The license & billing pages provide a centralized place to manage your subscription details, including your current plan, payment methods, and license information.
- [Subscription Plans](https://help.cloudfiles.io/hubspot/subscription-plans.md): Overview of CloudFiles' subscription structure — licenses, products (Doc Management, Doc Sharing, Doc Generation), business/enterprise tiers, and add-on packs — plus user requirements and billing details.
- [Other Account Settings](https://help.cloudfiles.io/hubspot/other-account-settings.md): The Account Information section allows you to manage your personal CloudFiles account settings, view your connected HubSpot integration, and take actions related to your account.
- [Working with Multiple CloudFiles Accounts](https://help.cloudfiles.io/hubspot/working-with-multiple-cloudfiles-accounts.md): Learn how to sign in, switch between, create, and manage multiple CloudFiles accounts.
- [Permanently Delete Your Account](https://help.cloudfiles.io/hubspot/permanently-delete-your-account.md): Deleting a CloudFiles account is a permanent action that removes all files, links, and analytics associated with the account.
- [What are Automation Credits?](https://help.cloudfiles.io/hubspot/what-are-automation-credits.md): Automation credits are units used to measure the execution of CloudFiles Workflow Actions, with one credit consumed per flowaction performed.

## Storage Integrations

- [External Storage / Library Configuration](https://help.cloudfiles.io/salesforce/external-storage-library-configuration.md): CloudFiles allows seamless integration with multiple external storage providers, enabling users to store, access, and manage files within Salesforce.
- [SharePoint](https://help.cloudfiles.io/salesforce/sharepoint.md): The Integration User allows you to connect an account-level SharePoint account, which is used for automations like file backup and organization.
- [Google Drive](https://help.cloudfiles.io/salesforce/google-drive.md): The Integration User allows you to connect an account-level Google Drive User account, which is used for automations like file backup and organization.
- [OneDrive](https://help.cloudfiles.io/salesforce/onedrive.md): The Integration User allows you to connect an account-level OneDrive User account, which is used for automations like file backup and organization.
- [AWS - S3](https://help.cloudfiles.io/salesforce/aws-s3.md): This guide walks through connecting your AWS S3 bucket to CloudFiles by creating a CloudFormation stack and linking it back to CloudFiles.
- [Azure Blob](https://help.cloudfiles.io/salesforce/azure-blob.md): Step-by-step guide to connect an Azure Blob storage container with CloudFiles, covering app registration, storage account and container setup, CORS/IAM configuration, connecting the drive in CloudFiles, enabling sync, and column configuration.
- [MS Teams](https://help.cloudfiles.io/salesforce/ms-teams.md): Configure the account-level MS Teams Integration User and set conflict behaviors for duplicate files or folders during MS Teams operations.
- [Box](https://help.cloudfiles.io/salesforce/box.md): The Integration User allows you to connect an account-level Box User account, which is used for automations like file backup and organization.
- [Dropbox](https://help.cloudfiles.io/salesforce/dropbox.md): The Integration User allows you to connect an account-level Dropbox User account, which is used for automations like file backup and organization.
- [SFTP Library](https://help.cloudfiles.io/salesforce/sftp-library.md): Follow the steps below to add an SFTP library.
- [Azure Files](https://help.cloudfiles.io/salesforce/azure-files.md): This article shows how to connect an Azure Files share to CloudFiles so you can browse, manage, and share files from your Azure storage directly within Salesforce.

## REST API

- [Authentication](https://help.cloudfiles.io/docs/api-authentication/index.md): Authenticate CloudFiles REST API calls with a Bearer API key, and where to find your key in Salesforce and HubSpot.
- [Create Link (REST Endpoint)](https://help.cloudfiles.io/docs/api-create-update-link/index.md): Create a shareable link for a file or folder. You can configure access settings such as expiration date, download permissions, password protection, and allowed/blocked users.
- [Create Folder (REST Endpoint)](https://help.cloudfiles.io/docs/api-create-folder/index.md): Create a new folder within any storage under a specified parent folder. This API helps organize folders and maintain structured hierarchy.
- [Rename Folder](https://help.cloudfiles.io/docs/api-rename-folder/index.md): Rename an existing folder without changing its location in the folder hierarchy. Use this API when you want to update the folder name while preserving the same folder ID, parent folder, and library context.
- [Get Folder Children](https://help.cloudfiles.io/docs/api-get-folder-children/index.md): Retrieve the files and subfolders inside a specific folder. This API is useful for browsing folder contents programmatically, and it supports pagination parameters such as limit, skip, and nextPageToken for larger result sets.
- [Get Folder](https://help.cloudfiles.io/docs/api-get-folder/index.md): Fetches the details of a specific folder using its folder ID. Use this API to retrieve folder metadata and validate that a folder exists in the selected library and drive.
- [Delete Folder](https://help.cloudfiles.io/docs/api-delete-folder/index.md): Deletes a folder from any storage. Use this API when you need to remove folders programmatically as part of cleanup, restructuring, or content lifecycle workflows.
- [Create Attachment (REST Endpoint)](https://help.cloudfiles.io/docs/api-create-attachment/index.md): Create an attachment that links a resource, such as a file or folder, to any CRM record. The linked resource can be directly viewed from the CRM record using the CloudFiles widget post successful attachment.
- [List Attachments](https://help.cloudfiles.io/docs/api-list-attachments/index.md): Retrieve the resources attached to a specific CRM record, based on the object ID and object type. Use this API to fetch all linked files and/or folders associated with a CRM record.
- [Rename File](https://help.cloudfiles.io/docs/api-rename-file/index.md): Rename an existing file without changing its location. Use this API when you want to update the display name of a file while keeping the same file ID, folder, and library context.
- [Get File](https://help.cloudfiles.io/docs/api-get-file/index.md): Fetch the details of a specific file using its file ID. Use this API to retrieve file metadata and confirm that the file exists in the selected storage and drive before performing follow-up actions such as download, move, rename, or delete.
- [Get Upload Sessions](https://help.cloudfiles.io/docs/api-get-upload-sessions/index.md): Create an upload session for one or more files before uploading them to any storage. This API returns the upload URLs and identifiers required to complete the file upload process.
- [Upload and Commit File](https://help.cloudfiles.io/docs/api-upload-commit-file/index.md): Upload a file to an external library and commits it after an upload session is created. This API takes the upload URL from ‘Get Upload Sessions’ as input.
- [Download File](https://help.cloudfiles.io/docs/api-download-file/index.md): Download a file stored in any library using its file ID. This API allows applications to retrieve files securely via authenticated requests.
- [Upload CloudFiles File](https://help.cloudfiles.io/docs/api-upload-cloudfiles-file/index.md): Upload a file to the CloudFiles library using the upload URL returned from the upload session. This step transfers the actual file to CloudFiles library.
- [Commit CloudFiles File](https://help.cloudfiles.io/docs/api-commit-cloudfiles-file/index.md): Finalize a previously uploaded file from the ‘Upload CloudFiles File’ API.
- [Delete File](https://help.cloudfiles.io/docs/api-delete-file/index.md): Delete a file from any library using its file ID. Use this API when you need to remove files programmatically as part of cleanup, lifecycle management, or content restructuring workflows.
- [Move File](https://help.cloudfiles.io/docs/api-move-file/index.md): Move an existing file from one folder to another within the same library. The request requires the file ID and the destination folder ID.
- [Get Dataroom](https://help.cloudfiles.io/docs/api-get-dataroom/index.md): Fetch the details of a specific dataroom using its dataroom ID.
- [Get Search Results](https://help.cloudfiles.io/docs/api-get-search-results/index.md): Returns search results for a query across any storage. Results can include files and/or folders resources matching the search string.

## Salesforce Flow Actions

- [Flow Actions](https://help.cloudfiles.io/salesforce/flow-actions.md): This collection covers all Salesforce flow actions and component-related articles provided out of the box by the CloudFiles Salesforce integration — Doc Management, Doc Sharing, Doc Generation, Doc AI, Misc, and Screen Flow Elements.
- [Doc Management Flow Actions](https://help.cloudfiles.io/salesforce/doc-management-flow-actions.md): This collection consists of all Document Management Salesforce flow actions.
- [Copy Resources (Flow Action)](https://help.cloudfiles.io/salesforce/copy-resources-flow-action.md): Learn how to use the Copy Resources flow action to easily copy files or folders to a specific location.
- [Copy Salesforce Files (Flow Action)](https://help.cloudfiles.io/salesforce/copy-salesforce-files.md): Learn how to use a flow action to effortlessly copy files from Salesforce storage to popular external platforms like SharePoint and Google Drive.
- [Create Attachment (Flow Action)](https://help.cloudfiles.io/salesforce/create-attachment-flow-action.md): Learn how to add an attachment to a Salesforce record with this comprehensive document.
- [Create File Connect Files (Flow Action)](https://help.cloudfiles.io/salesforce/PusU-create-file-connect-files.md): Learn how to seamlessly upload files from Salesforce to popular Cloud Storage platforms like SharePoint or Google Drive using CloudFiles.
- [Create Folder (Flow Action)](https://help.cloudfiles.io/salesforce/create-folder-flow-action.md): Learn how to automatically create folders in popular cloud storage platforms like Google Drive, SharePoint, OneDrive, Dropbox, Box, and AWS S3 using the Create Folder flow action.
- [Create Folder (Async)](https://help.cloudfiles.io/salesforce/create-folder-async.md): The CloudFiles: Create Folder (Async) flow action enables you to create folders asynchronously in various external storages, such as Google Drive, SharePoint, OneDrive, and more.
- [Create Microsoft Team (Flow Action)](https://help.cloudfiles.io/salesforce/create-microsoft-team.md): The CloudFiles: Create Microsoft Team flow action allows you to automate the creation of a Microsoft Team directly from Salesforce.
- [Create Salesforce File (Flow Action)](https://help.cloudfiles.io/salesforce/FNQY-create-salesforce-file.md): The CloudFiles: Create Salesforce File flow action enables you to copy a file from external storage into Salesforce as a Salesforce File (Content Document).
- [Create Salesforce Files (Batch)](https://help.cloudfiles.io/salesforce/create-salesforce-files-batch.md): The CloudFiles: Create Salesforce Files (Batch) flow action allows you to copy multiple files from external storage into Salesforce as Salesforce Files (Content Documents) in a single action.
- [Create SharePoint Site (Flow Action)](https://help.cloudfiles.io/salesforce/create-sharepoint-site.md): The CloudFiles: Create SharePoint Site flow action allows users to automate the creation of new SharePoint sites directly from Salesforce.
- [Create Sharepoint Drive](https://help.cloudfiles.io/salesforce/create-sharepoint-drive.md): The CloudFiles: Create SharePoint Drive flow action allows users to automate the creation of new SharePoint drives directly from Salesforce.
- [Delete Attachment (Flow Action)](https://help.cloudfiles.io/salesforce/lD4N-delete-attachment.md): Learn how to easily disconnect files or folders from Salesforce records using the "Delete Attachment" action in Salesforce flows.
- [Delete Resource (Flow Action)](https://help.cloudfiles.io/salesforce/delete-resource.md): The CloudFiles: Delete Resource flow action allows you to delete a resource (file or folder) in a connected external storage, such as SharePoint, Google Drive, Dropbox, Box, or AWS S3.
- [Get Attachments (Flow Action)](https://help.cloudfiles.io/salesforce/get-attachments-flow-action.md): Learn how to efficiently retrieve all attachments associated with a record in Salesforce using the "Get Attachments" flow action.
- [Get Connected Folder (Flow Action)](https://help.cloudfiles.io/salesforce/get-connected-folder-flow-action.md): Learn how to use the "Get Connected Folder" flow action in Salesforce to easily retrieve a specific folder attachment for a record. Find out how to add this action to your flow and understand the necessary input and output parameters.
- [Get Files Connect Resource Id (Flow Action)](https://help.cloudfiles.io/salesforce/get-files-connect-resource-id.md): Learn how to easily obtain the "Files Connect Resource Id" for files or folders stored in external storage with this comprehensive document.
- [Get Folder Contents (Flow Action)](https://help.cloudfiles.io/salesforce/get-folder-contents.md): The Get Folder Contents flow action outputs all the files and folders within a queried external storage folder as a collection of resources. The output collection can then be used in flow elements further down the flow.
- [Get Resource Details (Flow Action)](https://help.cloudfiles.io/salesforce/get-resource-details.md): The Get Resource Details flow action allows you to retrieve comprehensive metadata details of an external storage resource by inputting known metadata information, even if only a few parameters are available.
- [Get Resource Property](https://help.cloudfiles.io/salesforce/get-resource-property.md): The CloudFiles: Get Resource Property flow action allows you to retrieve specific property values of a specific Resource. This includes SharePoint column values and standard properties from other supported libraries.
- [Get Salesforce Files (Flow Action)](https://help.cloudfiles.io/salesforce/get-salesforce-files.md): The CloudFiles: Get Salesforce Files flow action enables retrieval of Ids of all Salesforce files attached to a specific Salesforce record.
- [Get Shared Resources](https://help.cloudfiles.io/salesforce/get-shared-resources.md): The CloudFiles: Get Shared Resources flow action allows you to retrieve all the resources (files or folders) that have been shared with a Salesforce community through CloudFiles.
- [Move Resource](https://help.cloudfiles.io/salesforce/move-resource.md): Learn how to efficiently move files and folders using the "Move Resource" action. This comprehensive document provides step-by-step instructions on configuring parameters such as external storage type, source, and destination.
- [Search by Resource Metadata (Flow Action)](https://help.cloudfiles.io/salesforce/WzEc-search-by-resource-metadata.md): The "Search by Resource Metadata" flow action is a specialised feature designed for use with SharePoint and MS Teams, focusing on custom properties.
- [Set Resource Property (Flow Action)](https://help.cloudfiles.io/salesforce/set-resource-property.md): Metadata properties in file storage systems, such as SharePoint, Google Drive, and others, represent key information about files or folders.
- [Set Resource Property (Batch)](https://help.cloudfiles.io/salesforce/set-resource-property-batch.md): The CloudFiles: Set Resource Property (Batch) action extends the functionality of the standard Set Resource Property flow action, enabling you to process multiple resource property updates in a single action instead of configuring several individual actions in your flow.
- [Update Permissions (Flow Action)](https://help.cloudfiles.io/salesforce/y5mx-update-permissions.md): Learn how to effectively set permissions for files and folders in external storage platforms like SharePoint and Google Drive with this comprehensive guide.
- [Doc Sharing Flow Actions](https://help.cloudfiles.io/salesforce/doc-sharing-flow-actions.md): This collection consists of all Document Sharing flow actions.
- [Add to Dataroom](https://help.cloudfiles.io/salesforce/add-to-dataroom-flow-action.md): Learn how to easily add content to a dataroom using a flow action with this comprehensive guide. Follow step-by-step instructions to seamlessly integrate the "Add to Dataroom" action into your flow and configure its parameters.
- [Create Dataroom](https://help.cloudfiles.io/salesforce/create-dataroom-flow-action.md): Learn how to create a dataroom using a flow action with this comprehensive document. Follow the step-by-step guide to add the "Create Dataroom" action to your flow and configure parameters like description and dataroom name.
- [Create File Request](https://help.cloudfiles.io/salesforce/create-file-request-flow-action.md): Learn how to create a file request block using the "Create File Request" flow action with this step-by-step guide. Configure parameters like description, destination folder ID, drive ID, library, and file request block name.
- [Create Link (Flow Action)](https://help.cloudfiles.io/salesforce/create-link-flow-action.md): Learn how to use the Create Link flow action in Salesforce to easily create shareable links for files, folders, or datarooms.
- [Remove from Community (Flow Action)](https://help.cloudfiles.io/salesforce/remove-from-community.md): The CloudFiles: Remove from Community flow action allows you to unshare a resource (file or folder) from a Salesforce record.
- [Share With Community User (Flow Action)](https://help.cloudfiles.io/salesforce/share-with-community-user.md): The Create Attachment flow action provides a seamless way to connect files or folders from external storage to Salesforce records, enabling users to access attached resources directly through the CloudFiles Lightning Web Component (LWC), which can be placed on record detail pages and shared with Experience Cloud portal users.
- [Update Link Settings (Flow Action)](https://help.cloudfiles.io/salesforce/update-link-settings.md): The “Update Link Settings” flow action can be used to update security policies on your created CloudFiles links, including disabling the link, restricting access, and password protection.
- [Doc Generation Flow Actions](https://help.cloudfiles.io/salesforce/doc-generation-flow-actions.md): This collection consists of all Document Generation flow actions.
- [Get Doc-Gen Templates](https://help.cloudfiles.io/salesforce/get-doc-gen-templates.md): The CloudFiles: Get Doc-Gen Templates action is a Salesforce Flow Apex action that retrieves all CloudFiles Document Generation templates associated with a specific Salesforce Object type.
- [Generate Document (Flow Action)](https://help.cloudfiles.io/salesforce/generate-document.md): The CloudFiles: Generate Document flow actions allow you to automate document generation directly within Salesforce Flow Builder.
- [Generate Document (Sync) (Flow Action)](https://help.cloudfiles.io/salesforce/generate-document-sync.md): The CloudFiles: Generate Document (Sync) action operates synchronously, providing immediate outputs after execution.
- [Generate Document (Batch) (Flow Action)](https://help.cloudfiles.io/salesforce/generate-document-batch.md): The CloudFiles: Generate Document (Batch) action allows you to automate the generation of multiple documents in a single action within Salesforce Flow Builder.
- [Merge Documents (Sync) (Flow Action)](https://help.cloudfiles.io/salesforce/merge-documents-sync.md): The CloudFiles: Merge Documents (Sync) flow action lets you combine multiple files into a single document directly within Salesforce Flow Builder.
- [Doc AI Flow Actions](https://help.cloudfiles.io/salesforce/doc-ai-flow-actions.md): This collection consists of all Document AI flow actions.
- [Create Dataset](https://help.cloudfiles.io/salesforce/create-dataset.md): The Create Dataset action in CloudFiles Document AI enables you to group multiple files into a single logical dataset and process them together using AI.
- [Document Mapper (Flow Action)](https://help.cloudfiles.io/salesforce/ZHNI-document-mapper.md): The CloudFiles Document Mapper flow action enables execution of a Document Mapper configuration directly from a Salesforce flow.
- [Process Document using AI (Flow Action)](https://help.cloudfiles.io/salesforce/process-document-using-ai.md): The CloudFiles: Process Document Using AI flow action is a foundational step for working with documents in CloudFiles Document AI. Before you can query a document, it must be processed first, which prepares it for subsequent queries.
- [Query Document/Dataset](https://help.cloudfiles.io/salesforce/query-documentdataset.md): The CloudFiles: Query Document/Dataset flow action enables you to execute Natural Language Prompts on the data of documents that have already been processed using the Process Document using AI action, or on a dataset created using the Create Dataset action.
- [Query Document/Dataset (Batch)](https://help.cloudfiles.io/salesforce/query-documentdataset-batch.md): The CloudFiles: Query Document/Dataset (Batch) flow action enables you to execute multiple queries on the data of a processed document or a dataset in a single action, unlike the standard Query Document/Dataset action, which executes a single query.
- [Split Document using AI](https://help.cloudfiles.io/salesforce/split-document-using-ai.md): The CloudFiles: Split Document Using AI flow action enables automated splitting of merged PDF files stored in Salesforce or external cloud storage into individual documents.
- [Misc Flow Actions](https://help.cloudfiles.io/salesforce/misc-flow-actions.md): This collection consists of all Miscellaneous flow actions.
- [Assign User Licenses (Flow Action)](https://help.cloudfiles.io/salesforce/assign-user-licenses.md): The CloudFiles: Assign User Licenses flow action enables Salesforce administrators to automate the assignment of CloudFiles product licenses to users.
- [Unassign User Licenses (Flow Action)](https://help.cloudfiles.io/salesforce/unassign-user-licenses.md): The CloudFiles: Unassign User Licenses flow action allows Salesforce administrators to automate the removal of CloudFiles product licenses from users. This action is ideal for scenarios such as user offboarding.
- [Delay (Flow Action)](https://help.cloudfiles.io/salesforce/delay.md): The CloudFiles: Delay action can be used in flows to add a pause to the flow execution, especially in asynchronous flow executions.
- [Get Event Details (Flow Action)](https://help.cloudfiles.io/salesforce/CFEG-get-event-details.md): Learn how to retrieve the details of a CloudFiles Event using an action in Platform Event Triggered flows.
- [Screen Flow Elements](https://help.cloudfiles.io/salesforce/screen-flow-elements.md): This sub section provides an overview of the CloudFiles elements available for Salesforce Screen Flows, and how to set them up.
- [Internal Widget](https://help.cloudfiles.io/salesforce/internal-widget.md): This article explains how to set up the Internal Record Widget inside a Salesforce Screen Flow to support custom business requirements.
- [Experience Cloud Widget (Flow Action)](https://help.cloudfiles.io/salesforce/experience-cloud-widget.md): This article explains how to set up the Experience Cloud Widget inside a Salesforce Screen Flow to support custom business requirements.
- [CloudFiles Uploader](https://help.cloudfiles.io/salesforce/cloudfiles-uploader.md): This article explains how to set up the CloudFiles Uploader inside a Salesforce Screen Flow to support custom business requirements.

## Salesforce Events

- [Intercepting CloudFiles Events](https://help.cloudfiles.io/salesforce/intercepting-cloudfiles-events.md): When CloudFiles fires an event, you can intercept it using a custom object record triggered flow or a platform event flow, depending on the configured Event Mode.
- [Custom Object Mode Flow Setup](https://help.cloudfiles.io/salesforce/custom-object-mode-flow-setup.md): Explains how to set up a record-triggered flow using the CloudFiles Event custom object, filter by event and object type, retrieve event details via the Get Event Details flow action, and configure event object retention.
- [Platform Event Mode Flow Setup](https://help.cloudfiles.io/salesforce/platform-event-mode-flow-setup.md): Explains how to set up a Platform Event triggered flow in Salesforce to intercept CloudFiles Events and retrieve event details using the Get Event Details flow action.
- [CloudFiles Event Object](https://help.cloudfiles.io/salesforce/cloudfiles-event-object.md): Learn how to use the "CloudFiles Event" platform event in Salesforce to trigger flows and retrieve data related to file-related actions.
- [All Event Types](https://help.cloudfiles.io/salesforce/all-event-types.md): Complete list of CloudFiles Event Types, each linking to an individual article covering the Get Event Details output and use-cases for that event.
- [Content Version Created](https://help.cloudfiles.io/salesforce/content-version-created.md): The Content Version Created Event is published when a Create Salesforce File flow action successfully creates a Salesforce File (Content Document) from an external storage file.
- [Content Version Created Batch](https://help.cloudfiles.io/salesforce/content-version-created-batch.md): The Content Version Created Batch Event is published when a Create Salesforce Files (Batch) flow action successfully creates all Salesforce Files from a list of external storage files.
- [Dataset Created](https://help.cloudfiles.io/salesforce/dataset-created.md): This event is published whenever a dataset is successfully created using the Create Dataset flow action.
- [Document Generated](https://help.cloudfiles.io/salesforce/document-generated.md): This event is published for every document generated using the Generate Document or Generate Document (Batch) flow action.
- [Document Mapper Run](https://help.cloudfiles.io/salesforce/document-mapper-run.md): This event is published when a document is processed using CloudFiles' Document Mapper action, after AI-powered field extraction completes and Salesforce records are created or updated.
- [Document Processed](https://help.cloudfiles.io/salesforce/document-processed.md): This event is published once a file is processed by CloudFiles Document AI using the Process Document using AI action.
- [Document Signed](https://help.cloudfiles.io/salesforce/document-signed.md): This event is published when a document signing process is completed through DocuSign integration.
- [Document Split](https://help.cloudfiles.io/salesforce/document-split.md): This event is published once a merged file is split into multiple files intelligently/automatically by CloudFiles Document AI using the Split Document using AI flow action.
- [Error Event](https://help.cloudfiles.io/salesforce/error-event.md): The event is triggered when a CloudFiles flow action fails, giving users real-time insights into the failed action.
- [File Received](https://help.cloudfiles.io/salesforce/file-received.md): The File Received event is published when a file is uploaded using the File Request module in a CloudFiles Dataroom.
- [File Replaced](https://help.cloudfiles.io/salesforce/file-replaced.md): This event is published when an External Storage File is replaced using CloudFiles LWC from within Salesforce.
- [File Uploaded](https://help.cloudfiles.io/salesforce/file-uploaded.md): Learn about the CloudFiles widget event in Salesforce, triggered when a file is uploaded on a record page.
- [File Viewed](https://help.cloudfiles.io/salesforce/file-viewed.md): This event is published when a file is viewed through the sharing link generated by CloudFiles in Salesforce.
- [Folder Created](https://help.cloudfiles.io/salesforce/folder-created.md): The Folder Created Event is published when a Create Folder (Async) flow action successfully creates a folder in the specified external storage.
- [Resource Attached](https://help.cloudfiles.io/salesforce/resource-attached.md): The Resource Attached Event triggers whenever a file or folder in external storage is attached to a Salesforce record via manual connection or the Create Attachment flow action.
- [Resource Cloned](https://help.cloudfiles.io/salesforce/resource-cloned.md): The Resource Cloned Event is published for every successful external resource cloning of resources input in a Copy Resources flow action.
- [Resource Deleted](https://help.cloudfiles.io/salesforce/resource-deleted.md): The Resource Deleted event is triggered whenever a resource (file or folder) is deleted using the CloudFiles LWC.
- [Resource Detached](https://help.cloudfiles.io/salesforce/resource-detached.md): The Resource Detached event fires whenever a file or folder in external storage is disconnected from a Salesforce record, enabling automation like audit logging, cleanup, notifications, and cascade updates.
- [Resource Moved](https://help.cloudfiles.io/salesforce/resource-moved.md): The Resource Moved event is published whenever a file or folder is relocated within external storage using CloudFiles.
- [Resource Updated](https://help.cloudfiles.io/salesforce/resource-updated.md): Explains the resource-updated CloudFiles platform event fired when a Resource's metadata Property values are changed from Salesforce, including how to use it, the decision filter type, and the output fields returned by Get Event Details.
- [Salesforce File Attached](https://help.cloudfiles.io/salesforce/salesforce-file-attached.md): Learn about the event triggered when a file is uploaded to Salesforce native storage, its distinction from the File Uploaded event, and its fields.
- [Salesforce File Copied](https://help.cloudfiles.io/salesforce/salesforce-file-copied.md): Learn about the "Copy Salesforce Files" action and how it triggers the "salesforce-file-copied" event.
- [Capturing SharePoint Events](https://help.cloudfiles.io/salesforce/capturing-sharepoint-events.md): Explains how CloudFiles captures SharePoint events in real time via Power Automate and uses them to trigger Salesforce automations.
- [File Uploaded in SharePoint](https://help.cloudfiles.io/salesforce/file-uploaded-in-sharepoint.md): CloudFiles supports a webhook that triggers a file-uploaded event in Salesforce whenever a file is uploaded to a connected SharePoint library.
- [Resource Updated in SharePoint](https://help.cloudfiles.io/salesforce/resource-updated-in-sharepoint.md): CloudFiles supports a webhook that allows you to trigger a resource-updated event in Salesforce whenever metadata or properties of a file are changed directly in a connected SharePoint library.

## Apex Reference

- [Add To Dataroom](https://help.cloudfiles.io/salesforce/add-to-dataroom.md): Add content to a dataroom from Apex.
- [Assign User Licenses (Apex Method)](https://help.cloudfiles.io/salesforce/aLGx-assign-user-licenses.md): Assign CloudFiles user licenses from Apex.
- [Create Attachments](https://help.cloudfiles.io/salesforce/create-attachments.md): Create one or more attachments from Apex, linking files or folders to Salesforce records.
- [Create Content Version Batch](https://help.cloudfiles.io/salesforce/create-content-version-batch.md): Create content versions for a batch of files in Salesforce from Apex.
- [Create Datarooms](https://help.cloudfiles.io/salesforce/create-datarooms.md): Create one or more datarooms from Apex.
- [Create File Connect Files (Apex Method)](https://help.cloudfiles.io/salesforce/create-file-connect-files.md): Programmatically create Salesforce Files Connect objects for externally stored files from Apex.
- [Create File Requests](https://help.cloudfiles.io/salesforce/create-file-requests.md): Create one or more File Requests from Apex to receive files from customers.
- [Create Folders](https://help.cloudfiles.io/salesforce/create-folders.md): Create one or more folders from Apex.
- [Create Folders Async](https://help.cloudfiles.io/salesforce/create-folders-async.md): Create one or more folders from Apex asynchronously, respecting cloud-storage and Salesforce rate limits.
- [Create Links (Apex Method)](https://help.cloudfiles.io/salesforce/srEC-create-links.md): Create one or more CloudFiles links from Apex.
- [Create Microsoft Team (Apex Method)](https://help.cloudfiles.io/salesforce/YZuY-create-microsoft-team.md): Create a Microsoft Team from Apex.
- [Create Salesforce File (Apex Method)](https://help.cloudfiles.io/salesforce/create-salesforce-file.md): Copy a file from external storage into Salesforce as a native Salesforce File, from Apex.
- [Create SharePoint Drive](https://help.cloudfiles.io/salesforce/EtHZ-create-sharepoint-drive.md): Create a new SharePoint drive from Apex.
- [Create SharePoint Site (Apex Method)](https://help.cloudfiles.io/salesforce/u7SF-create-sharepoint-site.md): Create one or more SharePoint sites from Apex.
- [Copy Resources (Apex Method)](https://help.cloudfiles.io/salesforce/copy-resources.md): Copy files and folders to a new location within the same external storage drive from Apex.
- [Copy Salesforce Files (Apex Method)](https://help.cloudfiles.io/salesforce/xaoZ-copy-salesforce-files.md): 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 (Apex Method)](https://help.cloudfiles.io/salesforce/QeBO-delay.md): Add a controlled pause to Apex execution, useful in asynchronous processes.
- [Delete Attachment (Apex Method)](https://help.cloudfiles.io/salesforce/delete-attachment.md): Disconnect a file or folder from a Salesforce record by deleting its attachment object.
- [Delete Resource (Apex Method)](https://help.cloudfiles.io/salesforce/FqAE-delete-resource.md): Delete one or more resources (files or folders) in connected external storage from Apex.
- [Generate Document (Apex Method)](https://help.cloudfiles.io/salesforce/zktr-generate-document.md): Generate one or more documents from Apex.
- [Generate Document (Batch) (Apex Method)](https://help.cloudfiles.io/docs/apex-generate-document-batch/index.md): Generate multiple documents from Apex in a single batch, optionally sent for signature as one combined DocuSign envelope.
- [Generate Document (Sync) (Apex Method)](https://help.cloudfiles.io/salesforce/VKtN-generate-document-sync.md): Generate one or more documents synchronously from Apex.
- [Get Attachments (Apex Method)](https://help.cloudfiles.io/salesforce/get-attachments.md): 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 (Apex Method)](https://help.cloudfiles.io/salesforce/get-connected-folder.md): Retrieve folder-type attachments (such as the connected Parent folder) for a Salesforce record from Apex.
- [Get Event Details (Apex Method)](https://help.cloudfiles.io/salesforce/get-event-details.md): Resolve the full details of a CloudFiles Event from Apex.
- [Get Files Connect Resource Id (Apex Method)](https://help.cloudfiles.io/salesforce/UYSN-get-files-connect-resource-id.md): Retrieve Files Connect Resource Ids for external-storage files or folders from Apex.
- [Get Folder Contents (Apex Method)](https://help.cloudfiles.io/salesforce/9MdU-get-folder-contents.md): Get the contents of one or more folders stored in external systems like SharePoint or Google Drive.
- [Get Preview URL](https://help.cloudfiles.io/salesforce/get-preview-url.md): Get preview URLs for one or more files from Apex.
- [Get Resource Details (Apex Method)](https://help.cloudfiles.io/salesforce/xR7W-get-resource-details.md): Retrieve resource details from external storage in Apex via the GetResource invocable.
- [Get Salesforce Files (Apex Method)](https://help.cloudfiles.io/salesforce/nqTl-get-salesforce-files.md): Retrieve the ContentDocument Ids of all Salesforce files attached to a record from Apex.
- [Merge Documents (Sync) (Apex Method)](https://help.cloudfiles.io/salesforce/vuQO-merge-documents-sync.md): Combine multiple PDF, DOCX, PNG, or JPEG files into a single consolidated document synchronously from Apex.
- [Move Resources](https://help.cloudfiles.io/salesforce/move-resources.md): Move one or more resources (files/folders) to a new destination from Apex.
- [Process Document using AI (Apex Method)](https://help.cloudfiles.io/salesforce/IaoO-process-document-using-ai.md): Process one or more documents with AI from Apex.
- [Query Document](https://help.cloudfiles.io/salesforce/query-document.md): Run a Query Document/Dataset action from Apex.
- [Remove from Community (Apex Method)](https://help.cloudfiles.io/salesforce/SkrN-remove-from-community.md): 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 (Apex Method)](https://help.cloudfiles.io/salesforce/search-by-resource-metadata.md): Search resources by metadata property from Apex.
- [Set Resource Property (Apex Method)](https://help.cloudfiles.io/salesforce/0ZOO-set-resource-property.md): Update resource metadata properties from Apex.
- [Share With Community User (Apex Method)](https://help.cloudfiles.io/salesforce/zOGn-share-with-community-user.md): Explicitly share resources with Experience Cloud pages or with users/groups from Apex.
- [Split Document](https://help.cloudfiles.io/salesforce/split-document.md): Intelligently split a document into multiple files from Apex.
- [Unassign User Licenses (Apex Method)](https://help.cloudfiles.io/salesforce/9wdG-unassign-user-licenses.md): Remove licenses from users when they are no longer required, from Apex.
- [Update Link Settings (Apex Method)](https://help.cloudfiles.io/salesforce/dpQw-update-link-settings.md): Update the security policies on one or more CloudFiles links from Apex.
- [Update Permissions (Apex Method)](https://help.cloudfiles.io/salesforce/update-permissions.md): Set permissions on a file or folder in external storage from Apex.
- [Update Resources](https://help.cloudfiles.io/salesforce/update-resources.md): Update resource (file or folder) properties like name and description from Apex.
- [How to get test coverage of code that uses Client methods](https://help.cloudfiles.io/salesforce/how-to-get-test-coverage-of-code-that-uses-client-methods.md): Why Client-method code needs ClientFactory to reach 75% test coverage, and where to go next.
- [About ClientFactory](https://help.cloudfiles.io/salesforce/about-clientfactory.md): cldfs.ClientFactory returns a runtime or test instance of Client, so managed-package callouts can be mocked.
- [Sample Use case](https://help.cloudfiles.io/salesforce/sample-use-case.md): End-to-end example: a custom mock class, a custom action built on ClientFactory, and its test class.
- [Default Mock Values](https://help.cloudfiles.io/salesforce/default-mock-values.md): The MockClient responses ClientFactory returns in test context when no custom mock is injected.

## Troubleshooting & FAQs

- [Installation & Setup](https://help.cloudfiles.io/salesforce/installation-and-setup.md): Step-by-step resources to help you set up and manage CloudFiles in your organization.
- [How to install CloudFiles in Salesforce Professional Edition](https://help.cloudfiles.io/salesforce/how-to-install-cloudfiles-in-salesforce-professional-edition.md): Learn how to install and utilize CloudFiles in Salesforce Professional edition without the need for an API add-on.
- [Why are various third party accesses asked during installation](https://help.cloudfiles.io/salesforce/why-are-various-third-party-accesses-asked-during-installation.md): Learn about the secure installation process of CloudFiles, which involves third party accesses for file-related tasks such as uploading files to AWS S3 storage, using an external agent, previewing files in Salesforce, and facilitating file transfer to external storages.
- [How to reset the Salesforce <> CloudFiles Connection](https://help.cloudfiles.io/salesforce/how-to-reset-the-salesforce-lessgreater-cloudfiles-connection.md): Learn how to reset the connection between Salesforce and CloudFiles by accessing the CloudFiles web dashboard, disconnecting the existing Salesforce connection, and establishing a new one.
- [Whitelist CloudFiles IP Addresses in Salesforce](https://help.cloudfiles.io/salesforce/whitelist-cloudfiles-ip-addresses-in-salesforce.md): If your Salesforce environment has IP restrictions in place, you need to whitelist CloudFiles' IP addresses to ensure seamless integration and functionality.
- [Setting Up Client Credentials Flow for CloudFiles](https://help.cloudfiles.io/salesforce/setting-up-client-credentials-flow-for-cloudfiles.md): By default, CloudFiles uses OAuth2.0 with user-based authentication to connect with Salesforce, but switching to Client Credentials Flow resolves several limitations of that approach.
- [Configuration & Administration](https://help.cloudfiles.io/salesforce/configuration-and-administration.md): Find guides to configure CloudFiles in Salesforce, manage licenses, set up permissions, access the admin dashboard, and integrate with external systems.
- [CloudFiles Settings](https://help.cloudfiles.io/salesforce/cloudfiles-settings.md): This article walks you through all the settings available in the CloudFiles Salesforce Settings page.
- [External Client App vs Connected App for CloudFiles integration](https://help.cloudfiles.io/salesforce/external-client-app-vs-connected-app-for-cloudfiles-integration.md): CloudFiles connects to Salesforce using OAuth 2.0, and OAuth access is managed by either a Connected App or an External Client App depending on your org setup.
- [How do Experience Cloud Licenses work?](https://help.cloudfiles.io/salesforce/how-do-experience-cloud-licenses-work.md): CloudFiles community licenses for Salesforce Experience Cloud are consumed per unique login per month, not assigned to individual users.
- [How to get CloudFiles API key](https://help.cloudfiles.io/salesforce/how-to-get-cloudfiles-api-key.md): Follow these steps to get your API key for using CloudFiles Rest APIs.
- [Storage & Integration](https://help.cloudfiles.io/salesforce/storage-and-integration.md): Find solutions for storage-specific issues and integration troubleshooting covering SharePoint, AWS S3, and Azure Blob connections with Salesforce.
- [How are Cloud Drive permissions handled by the CloudFiles](https://help.cloudfiles.io/salesforce/how-are-cloud-drive-permissions-handled-by-the-cloudfiles.md): CloudFiles is a powerful tool that seamlessly syncs cloud drives with Salesforce, ensuring that users only see the files and folders they are authorized to access.
- [SharePoint - FAQs](https://help.cloudfiles.io/salesforce/sharepoint-faqs.md): Find answers to common questions about using SharePoint Storage with CloudFiles.
- [SharePoint Connection Methods: Integration User vs Service Principal](https://help.cloudfiles.io/salesforce/sharepoint-connection-method.md): How CloudFiles authenticates an account-level SharePoint connection for automations, comparing the integration user and service principal methods and how they differ.
- [I am unable to reconnect the Integration User](https://help.cloudfiles.io/salesforce/i-am-unable-to-reconnect-the-integration-user.md): Administrators unable to reconnect the SharePoint integration user (Microsoft popup fails to open or closes immediately) due to cached Microsoft authentication sessions in the browser, and how to force a clean login flow to fix it.
- [I cannot see any SharePoint sites in Content Library Tab](https://help.cloudfiles.io/salesforce/i-cannot-see-any-sharepoint-sites-in-content-library-tab.md): If you can't see any SharePoint sites in the Content Library tab of Salesforce, follow the steps in the linked article to resolve the underlying SharePoint configuration issue.
- [SharePoint Permissions](https://help.cloudfiles.io/salesforce/sharepoint-permissions.md): Explains why CloudFiles requests OAuth-based SharePoint permissions, what each permission scope means, how to restrict access via an integration user, and how admin/user consent settings work.
- [Restricting CloudFiles Application Access to Specific SharePoint Sites](https://help.cloudfiles.io/salesforce/restrict-cloudfiles-access-to-specific-sharepoint-sites.md): How to remove CloudFiles' broad, tenant-wide SharePoint permissions and grant it access to only the specific sites you choose, using the Microsoft Entra admin center and a short PnP PowerShell script.
- [Why do I see more sites in Salesforce which I generally don't see in SharePoint?](https://help.cloudfiles.io/salesforce/why-do-i-see-more-sites-in-salesforce-which-i-generally-dont-see-in-sharepoint.md): CloudFiles in Salesforce can show a longer list of SharePoint sites than the SharePoint interface because it uses an API call that reveals all sites you already have access to, including hidden ones.
- [AWS S3 - FAQs](https://help.cloudfiles.io/salesforce/aws-s3-faqs.md): Find answers to common questions about using AWS S3 Storage with CloudFiles.
- [How to integrate AWS S3 bucket with CloudFiles](https://help.cloudfiles.io/salesforce/how-to-integrate-aws-s3-bucket-with-cloudfiles.md): This guide walks through connecting your AWS S3 bucket to CloudFiles using an AWS CloudFormation template.
- [How to enable Auto Sync for old S3 buckets connected in CloudFiles](https://help.cloudfiles.io/salesforce/how-to-enable-auto-sync-for-old-s3-buckets-connected-in-cloudfiles.md): Explains why re-enabling sync on older, manually-configured S3 connections fails with a missing-SNS-permissions error, and walks through updating the IAM role's policy to add the required SNS permissions so the automated sync setup can complete.
- [Azure Blob - FAQs](https://help.cloudfiles.io/salesforce/azure-blob-faqs.md): Find answers to common questions about using Azure Blob Storage with CloudFiles.
- [How to integrate Azure Blob storage with CloudFiles](https://help.cloudfiles.io/salesforce/how-to-integrate-azure-blob-storage-with-cloudfiles.md): A step-by-step guide to help you connect your Azure blob storage container with CloudFiles.
- [How to enable auto-sync on Azure Blob](https://help.cloudfiles.io/salesforce/how-to-enable-auto-sync-on-azure-blob.md): Step-by-step guide to enable auto-sync with CloudFiles on Azure Blob storage using Azure Event Grid subscriptions.
- [Automation & AI](https://help.cloudfiles.io/salesforce/automation-and-ai.md): Explore common questions and solutions related to automation and AI features in Salesforce and CloudFiles.
- [What is an Automation Action](https://help.cloudfiles.io/salesforce/what-is-an-automation-action.md): Learn how CloudFiles can enhance your Salesforce flows by allowing you to seamlessly interact with external storage platforms like SharePoint and Google Drive.
- [What is an AI credit](https://help.cloudfiles.io/salesforce/what-is-an-ai-credit.md): CloudFiles AI usage is billed via AI credits, consumed when processing a file (per page) and when querying it, with duplicate files reusing an existing Processed Document ID to avoid extra charges.
- [How do I check my consumed automation credits?](https://help.cloudfiles.io/salesforce/how-do-i-check-my-consumed-automation-credits.md): Explains how automation credits are consumed by flow actions and how to check consumed automation credits in CloudFiles on Salesforce.
- [How to make existing Salesforce records work with CloudFiles](https://help.cloudfiles.io/salesforce/how-to-make-existing-salesforce-records-work-with-cloudfiles.md): Learn how to efficiently migrate your data using CloudFiles, including why it's crucial to have CloudFiles processes fully set up for new records before starting the migration.
- [Common Errors & Troubleshooting](https://help.cloudfiles.io/salesforce/common-errors-and-troubleshooting.md): Find step-by-step guides and solutions for common issues, walking you through proven fixes and recommended best practices to get you back on track quickly.
- [403 Error: "Paid plan is required to use Salesforce workflows" – Why is my flow failing?](https://help.cloudfiles.io/salesforce/403-error-paid-plan-is-required-to-use-salesforce-workflows-why-is-my-flow-failing.md): Explains why Salesforce flows using CloudFiles actions may fail with a 403 "Paid plan is required to use Salesforce workflows" error, and how to fix it by checking subscription status and upgrading or renewing your plan.
- [404 Error: "Something went wrong"](https://help.cloudfiles.io/salesforce/404-error-something-went-wrong.md): Explains why Salesforce flows using CloudFiles actions can return a generic 404 "Something went wrong" error and how to diagnose and fix the four common root causes.
- [Admin Approval Required Error when connecting to SharePoint](https://help.cloudfiles.io/salesforce/admin-approval-required-error-when-connecting-to-sharepoint.md): Explains why Microsoft's "Admin Approval Required" error appears when connecting to SharePoint and how an Azure Administrator can grant consent to fix it.
- [CloudFiles Widget show "You need CloudFiles license to access this widget" Message](https://help.cloudfiles.io/salesforce/cloudfiles-widget-show-you-need-cloudfiles-license-to-access-this-widget-message.md): Explains why users see the "You need CloudFiles license to access this widget" error in Salesforce and how admins can fix it by registering the user via the widget/LWC and activating their license in User Management.
- [Common issues in 'Create Folder' flow action and how to resolve them](https://help.cloudfiles.io/salesforce/common-issues-in-create-folder-flow-action-and-how-to-resolve-them.md): This article covers the most common errors that can occur when executing a flow with the Create Folder action, along with clear steps to troubleshoot and resolve them.
- [Context User License Failure in Salesforce Automation](https://help.cloudfiles.io/salesforce/context-user-license-failure-in-salesforce-automation.md): CloudFiles blocks Salesforce automation actions when the context user running the automation lacks an assigned CloudFiles license, throwing a "doesn't have a product license" error; fix by identifying and licensing the context user.
- ["Email Not Verified” Error When Connecting Salesforce to CloudFiles](https://help.cloudfiles.io/salesforce/email-not-verified-error-when-connecting-salesforce-to-cloudfiles.md): This error appears when attempting to connect CloudFiles with Salesforce, especially in Sandbox Environments, and typically affects the Salesforce user who is installing or connecting the CloudFiles app.
- [Experience Cloud file upload failure](https://help.cloudfiles.io/salesforce/experience-cloud-file-upload-failure.md): CloudFiles users uploading files via Salesforce Experience Cloud to SharePoint may see upload failure errors caused by insufficient SharePoint permissions or misconfigured CloudFiles library connections.
- [Failed flow is executing multiple times](https://help.cloudfiles.io/salesforce/failed-flow-is-executing-multiple-times.md): Learn how to prevent multiple executions of actions in CloudFiles when error notifications for failed flows appear, since Salesforce automatically retries failed flows with no way to disable this behavior.
- ["Invalid Refresh Token" Error in Flow](https://help.cloudfiles.io/salesforce/invalid-refresh-token-error-in-flow.md): This error occurs when CloudFiles cannot access the storage provider due to an expired or invalid refresh token, and is fixed by reconnecting the integration user in the Document Management Libraries settings.
- [Salesforce-CloudFiles connection Issues: Flow actions not triggering even though flow is configured correctly.](https://help.cloudfiles.io/salesforce/salesforce-cloudfiles-connection-issues-flow-actions-not-triggering-even-though-flow-is-configured-correctly.md): Salesforce flows that previously worked with CloudFiles may stop triggering actions if the Salesforce Connection is incorrect, disconnected, or linked to the wrong Org — reconnecting the correct Salesforce Connection User resolves the issue.
- [System.CalloutException: You have uncommitted work pending. Please commit or rollback before calling out](https://help.cloudfiles.io/salesforce/systemcalloutexception-you-have-uncommitted-work-pending-please-commit-or-rollback-before-calling-out.md): Explains why Salesforce flows using CloudFiles actions throw "System.CalloutException: You have uncommitted work pending" when DML operations occur before an API callout, and how to fix it by reordering flow elements or restructuring platform-event triggers.
- [Thumbnails not working in LWC](https://help.cloudfiles.io/salesforce/thumbnails-not-working-in-lwc.md): This usually happens because certain URLs used to fetch thumbnails are not added in the trusted URLs; adding them resolves the issue.
- [Why are all my users seeing admin settings?](https://help.cloudfiles.io/salesforce/why-are-all-my-users-seeing-admin-settings.md): Explains why all Salesforce users may see admin settings (installed as "All Users" instead of "Admins Only") and how to fix it by uninstalling and reinstalling CloudFiles with the correct access level.
- [CloudFiles Implementation Support](https://help.cloudfiles.io/salesforce/cloudfiles-implementation-support.md): Learn about the three options for implementing CloudFiles: following the documentation yourself, booking a call with the CloudFiles team, or granting temporary access to your Salesforce account.
- [How to give CloudFiles Support the access to your Salesforce account](https://help.cloudfiles.io/salesforce/how-to-give-cloudfiles-support-the-access-to-your-salesforce-account.md): Learn how to grant access to your Salesforce account for setup or troubleshooting to the CloudFiles team.
- [FAQs (FAQ)](https://help.cloudfiles.io/hubspot/faqs.md): Learn everything you need to know about integrating CloudFiles and HubSpot with this comprehensive FAQ document. Find answers to common queries and discover additional resources on billing and troubleshooting.
- [Product](https://help.cloudfiles.io/hubspot/product.md): Learn how to easily access the App Dashboard from a HubSpot Record and gain valuable insights. Discover the significance of an Automation User in HubSpot and optimize your workflow efficiently.
- [What is an 'Automation User' and how does it work?](https://help.cloudfiles.io/hubspot/what-is-an-automation-user-and-how-does-it-work.md): Answers common questions about the Automation User: what it's used for, how to authorize it for cloud drives, and its automation credit limits.
- [How to connect external storage from HubSpot record?](https://help.cloudfiles.io/hubspot/how-to-connect-external-storage-from-hubspot-record.md): Learn how to seamlessly connect your File Library from Google Drive, OneDrive, SharePoint, Box, or Dropbox to HubSpot records using CloudFiles.
- [How to go to the CloudFiles App Dashboard?](https://help.cloudfiles.io/hubspot/how-to-go-to-the-cloudfiles-app-dashboard.md): Learn how to access the CloudFiles App Dashboard for HubSpot users with this step-by-step guide.
- [How to replace files directly from HubSpot](https://help.cloudfiles.io/hubspot/how-to-replace-files-directly-from-hubspot.md): Learn how to use the CloudFiles Replace Files feature in HubSpot to make last-minute changes or updates to shared content.
- [Supported Objects in CloudFiles & HubSpot Integration](https://help.cloudfiles.io/hubspot/supported-objects-in-cloudfiles-and-hubspot-integration.md): Explains which HubSpot objects (Contacts, Companies, Deals, Tickets, Custom Objects) CloudFiles supports, what's not supported, and why the integration is limited to these objects based on HubSpot's Timeline and CRM Cards APIs.
- [Billing](https://help.cloudfiles.io/hubspot/billing.md): Learn about the compatibility of CloudFiles with various HubSpot tiers and understand the licensing process for CloudFiles integration with HubSpot.
- [Can I purchase multiple types of licenses?](https://help.cloudfiles.io/hubspot/can-i-purchase-multiple-types-of-licenses.md): No, the system currently only supports purchasing licenses of the same type in a single purchase.
- [Which HubSpot tiers does CloudFiles work with?](https://help.cloudfiles.io/hubspot/which-hubspot-tiers-does-cloudfiles-work-with.md): Learn about the compatibility of CloudFiles with all HubSpot tiers and the potential limitations imposed by certain HubSpot functionality.
- [Troubleshooting](https://help.cloudfiles.io/hubspot/troubleshooting.md): Looking for troubleshooting solutions for HubSpot issues? This document covers three common problems.
- [Attachments not visible in the CloudFiles widget despite having an active license](https://help.cloudfiles.io/hubspot/attachments-not-visible-in-the-cloudfiles-widget-despite-having-an-active-license.md): If you cannot see the file or folder attachments linked to the CloudFiles widget despite having an active license, try the following steps.
- [Common Errors in HubSpot](https://help.cloudfiles.io/hubspot/common-errors-in-hubspot.md): This article covers the common errors you might encounter in HubSpot, along with their possible reasons and troubleshooting steps.
- [Error: “License is required” when clicking Add in the CloudFiles dialogue box](https://help.cloudfiles.io/hubspot/error-license-is-required-when-clicking-add-in-the-cloudfiles-dialogue-box.md): This error indicates the current user account does not have an active CloudFiles license assigned, and must be resolved by assigning a license from within the CloudFiles WebApp.
- [Error "Something went wrong" when clicking the Add button in the CloudFiles dialog box](https://help.cloudfiles.io/hubspot/error-something-went-wrong-when-clicking-the-add-button-in-the-cloudfiles-dialog-box.md): Troubleshooting steps for the "Something went wrong" error when clicking Add in the CloudFiles widget on a HubSpot record.
- [Error: “Woops, we stumbled upon an error” when clicking Add in the CloudFiles dialogue box](https://help.cloudfiles.io/hubspot/error-woops-we-stumbled-upon-an-error-when-clicking-add-in-the-cloudfiles-dialogue-box.md): Steps to resolve the "Whoops, we stumbled upon an error" message when clicking Add or using the Actions dropdown in the CloudFiles widget inside a HubSpot record.
- [Error: “You don't have access to CloudFiles actions in Workflows on your current plan”](https://help.cloudfiles.io/hubspot/error-you-dont-have-access-to-cloudfiles-actions-in-workflows-on-your-current-plan.md): Explains why HubSpot shows a 403 "You don't have access to CloudFiles actions in Workflows on your current plan" error and how to resolve it by checking and upgrading your CloudFiles plan.
- [HubSpot workflow not triggering even after multiple views](https://help.cloudfiles.io/hubspot/hubspot-workflow-not-triggering-even-after-multiple-views.md): Learn troubleshooting tips for when a workflow fails to trigger in HubSpot.
- [How to debug HubSpot Workflows?](https://help.cloudfiles.io/hubspot/how-to-debug-hubspot-workflows.md): This article provides three steps to help you identify and address any workflow issues in HubSpot, with our assistance.
- [How to disconnect & reconnect CloudFiles to HubSpot Account](https://help.cloudfiles.io/hubspot/how-to-disconnect-and-reconnect-cloudfiles-to-hubspot-account.md): Learn how to re-connect CloudFiles and HubSpot integration with this helpful document.
- [I cannot see SharePoint sites in HubSpot content library dialog](https://help.cloudfiles.io/hubspot/i-cannot-see-sharepoint-sites-in-hubspot-content-library-dialog.md): If you're unable to see any SharePoint sites in the Content Library, this article lists 4 ways to solve this issue.
- [I cannot see the CloudFiles widget in HubSpot](https://help.cloudfiles.io/hubspot/i-cannot-see-the-cloudfiles-widget-in-hubspot.md): Learn how to locate and make the CloudFiles widget visible on HubSpot records like deals, contacts, companies, and tickets.
- [Why does it say 'Connect Google Drive' after connecting SharePoint?](https://help.cloudfiles.io/hubspot/why-does-it-say-connect-google-drive-after-connecting-sharepoint.md): Explains why the CloudFiles Connected Folder widget prompts to connect a storage (e.g. Google Drive) that appears already connected via another storage (e.g.

## Related Resources

- [Release Process and Update Policy](https://help.cloudfiles.io/salesforce/release-process-and-update-policy.md): Overview of CloudFiles' weekly release cadence, testing/stability process, and the Rolling vs Stable deployment tracks, including the auto-upgrade policy.
- [Release Tracks](https://help.cloudfiles.io/salesforce/release-tracks.md): CloudFiles supports two release tracks for Salesforce orgs, Rolling and Stable, letting admins choose between immediate automatic upgrades or a quarterly cadence with a testing window.
- [Partnerships](https://help.cloudfiles.io/hubspot/partnerships.md): This section provides everything partners need to know and successfully promote CloudFiles Affiliate Partner Program, manage referrals, understand commissions and access sales enablement resources.
- [Getting Started](https://help.cloudfiles.io/hubspot/getting-started.md): The CloudFiles Affiliate Partner Program helps partners refer customers to CloudFiles and earn commissions on successful conversions.
- [How to Apply](https://help.cloudfiles.io/hubspot/how-to-apply.md): Walks through applying to the CloudFiles HubSpot affiliate partner program: visiting the program page, submitting the application, and awaiting approval.
- [Portal Registration](https://help.cloudfiles.io/hubspot/portal-registration.md): Explains how to accept the CloudFiles affiliate program invitation email, create a portal account, and access the affiliate portal dashboard.
- [Testing Referral Link](https://help.cloudfiles.io/hubspot/testing-referral-link.md): Learn how to test your referral link by checking clicks and conversions before sharing it with customers.
- [Earning Commissions](https://help.cloudfiles.io/hubspot/earning-commissions.md): Explains where to find the referral link in the Partner portal, how commissions are earned and calculated, where to share the link, and where CloudFiles fits best inside HubSpot workflows.
- [CloudFiles Partner Portal](https://help.cloudfiles.io/hubspot/cloudfiles-partner-portal.md): The CloudFiles Partner Portal allows partners to manage referral campaigns, track performance, monitor commissions and receive payouts. This section is divided into 2 articles: the Portal Guide and Commission Payouts.
- [Portal Guide](https://help.cloudfiles.io/hubspot/portal-guide.md): The Partner Portal helps you track your CloudFiles program performance, manage campaigns and monitor commissions.
- [Commission Payouts](https://help.cloudfiles.io/hubspot/commission-payouts.md): CloudFiles supports commission payouts through both manual payouts and automated Stripe payouts.
- [Co-Marketing Resources](https://help.cloudfiles.io/hubspot/co-marketing-resources.md): The Co-Marketing Resources section helps partners better understand CloudFiles, identify ideal customer opportunities and position the platform effectively during customer conversations.
- [Product Overview](https://help.cloudfiles.io/hubspot/product-overview.md): CloudFiles is a document automation platform for HubSpot offering Document Management, Document Sharing, and Document Generation as its three core products.
- [Document Management (Product Overview)](https://help.cloudfiles.io/hubspot/hHYA-document-management.md): CloudFiles Document Management helps businesses manage, organize and access files directly inside HubSpot while keeping content connected with external storage platforms such as Google Drive, SharePoint, OneDrive, Dropbox, Box, AWS S3, Azure Blob Storage.
- [Document Sharing (Product Overview)](https://help.cloudfiles.io/hubspot/x78m-document-sharing.md): CloudFiles Document Sharing helps businesses securely share files and folders directly from HubSpot while keeping content stored in external platforms such as Google Drive, SharePoint, OneDrive, Dropbox, Box, and AWS S3.
- [Document Generation (Product Overview · HubSpot)](https://help.cloudfiles.io/hubspot/qndg-document-generation.md): CloudFiles Document Generation helps businesses create personalized documents directly from HubSpot using CRM data.
- [Common Use Cases](https://help.cloudfiles.io/hubspot/common-use-cases.md): This article provides a high-level overview of common CloudFiles use cases and how teams use CloudFiles to manage, share and track documents directly within HubSpot.
- [Why Choose CloudFiles](https://help.cloudfiles.io/hubspot/why-choose-cloudfiles.md): CloudFiles is built natively for HubSpot and helps businesses manage the complete document lifecycle directly inside the CRM.
- [Easy to Sell](https://help.cloudfiles.io/hubspot/easy-to-sell.md): CloudFiles is easy to position because it solves a problem that almost every HubSpot customer already experiences- managing documents across disconnected systems.
- [Target Customers](https://help.cloudfiles.io/hubspot/target-customers.md): CloudFiles is ideal for HubSpot teams that manage large volumes of documents and want to streamline document workflows directly inside HubSpot.
- [Partner Resources](https://help.cloudfiles.io/hubspot/partner-resources.md): This section contains useful links and resources for CloudFiles partners.
- [FAQs (Guide)](https://help.cloudfiles.io/hubspot/Noby-faqs.md): The FAQ section covers common questions and edge-case scenarios related to referral attribution, partner payouts, converted revenue tracking and Partner Portal limitations.
- [In how much time do commissions reflect in the portal ?](https://help.cloudfiles.io/hubspot/in-how-much-time-do-commissions-reflect-in-the-portal.md): Explains how quickly commissions for new subscriptions, upgrades, and downgrades/cancellations reflect in the partner portal.
- [Customer Has Already Installed CloudFiles](https://help.cloudfiles.io/hubspot/customer-has-already-installed-cloudfiles.md): If a customer has already installed CloudFiles but hasn't started a paid subscription, the purchase can still be attributed to a partner account by having the customer use the referral link before purchasing.
- [Customer Has Already purchased CloudFiles](https://help.cloudfiles.io/hubspot/customer-has-already-purchased-cloudfiles.md): If a customer has already subscribed to CloudFiles before using your referral link, automatic attribution cannot be completed through the Partner Portal.
- [Can I Get a List of Converted Customers?](https://help.cloudfiles.io/hubspot/can-i-get-a-list-of-converted-customers.md): Currently, the Partner Portal does not provide access to a detailed list of converted customers or subscribed accounts.
- [Which Payout Methods Are Supported?](https://help.cloudfiles.io/hubspot/which-payout-methods-are-supported.md): CloudFiles supports partner payouts via manual bank transfer or Stripe.
- [Use-Cases](https://help.cloudfiles.io/hubspot/use-cases.md): Learn how the integration between HubSpot and CloudFiles empowers sales, marketing, and service teams to effortlessly handle file-related tasks beyond standard capabilities.
- [Capture contacts from CloudFiles leads in HubSpot](https://help.cloudfiles.io/hubspot/capture-contacts-from-cloudfiles-leads-in-hubspot.md): Learn how to use CloudFiles as a powerful lead generation tool in HubSpot, capturing contacts via soft-gating or no-gating document links.
- [Request sensitive files from clients into external storages](https://help.cloudfiles.io/hubspot/request-sensitive-files-from-clients-into-external-storages.md): Learn how to use the CloudFiles app in HubSpot to securely collect and store sensitive files in compliance with laws, including integrating the app with HubSpot and transferring files to an external cloud storage platform.
- [Ungated analytics for collateral in HubSpot email campaigns](https://help.cloudfiles.io/hubspot/ungated-analytics-for-collateral-in-hubspot-email-campaigns.md): Learn how to collect personalized analytics on file links without gating them using CloudFiles and HubSpot.
- [Release notes](https://help.cloudfiles.io/docs/releases/index.md): Every CloudFiles release across Salesforce, HubSpot and the API.
- [CloudFiles](https://www.cloudfiles.io): The CloudFiles product site: plans, pricing, and an overview of document management, sharing, generation, and AI across Salesforce, HubSpot, and the API.
- [CloudFiles llms.txt (marketing site)](https://www.cloudfiles.io/llms.txt): The companion llms.txt published on the CloudFiles marketing site.
- [CloudFiles Trust Center](https://trust.cloudfiles.io): Security, privacy, and compliance documentation for CloudFiles.
- [CloudFiles on the Salesforce AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000Gh9uFUAR): The Document Management & Sharing listing on the Salesforce AppExchange (Document Generation and Document AI ship as separate AppExchange listings).
- [CloudFiles on the HubSpot Marketplace](https://ecosystem.hubspot.com/marketplace/listing/cloudfiles): The CloudFiles app listing on the HubSpot App Marketplace.

## Optional

- [Attachment](https://help.cloudfiles.io/salesforce/attachment.md): Represents a relation between a Salesforce record and a file or folder.
- [CloudFilesVariable](https://help.cloudfiles.io/docs/apex-type-cloudfiles-variable/index.md): A named document-generation variable, holding a string value or a nested collection.
- [ContentVersionCreated](https://help.cloudfiles.io/salesforce/contentversioncreated.md): Output payload for the content-version-created platform event.
- [ContentVersionCreatedBatch](https://help.cloudfiles.io/salesforce/contentversioncreatedbatch.md): Output type representing a batch of content versions created for the content-version-created-batch platform event.
- [CreateContentVersionFlowInput](https://help.cloudfiles.io/docs/apex-type-create-content-version-flow-input/index.md): Describes one external-storage file to include in a content-version batch.
- [Dataroom (Apex Type)](https://help.cloudfiles.io/salesforce/dataroom.md): Output type representing a dataroom returned when creating datarooms.
- [DatasetCreated](https://help.cloudfiles.io/docs/apex-type-dataset-created/index.md): Event payload returned for the dataset-created platform event type.
- [DatasetCreatedError](https://help.cloudfiles.io/docs/apex-type-dataset-created-error/index.md): Output type describing a failure when creating a dataset.
- [DocGenParams](https://help.cloudfiles.io/docs/apex-type-docgen-params/index.md): Optional PDF security, retention, and preview settings for document generation.
- [DocumentGenerated](https://help.cloudfiles.io/salesforce/documentgenerated.md): Output payload for the document-generated platform event, carrying the created file's identifiers and Resource.
- [DocumentGeneratedError](https://help.cloudfiles.io/docs/apex-type-document-generated-error/index.md): Output type describing a failed document generation.
- [DocumentMapperRun](https://help.cloudfiles.io/docs/apex-type-document-mapper-run/index.md): Event payload returned for the document-mapper-run platform event type.
- [DocumentMapperRunError](https://help.cloudfiles.io/docs/apex-type-document-mapper-run-error/index.md): Output type describing a failed document mapper run.
- [DocumentProcessed](https://help.cloudfiles.io/salesforce/documentprocessed.md): Output payload returned for the document-processed platform event.
- [DocumentProcessedError](https://help.cloudfiles.io/salesforce/documentprocessederror.md): Output payload describing a document that failed processing, surfaced on an ErrorEvent.
- [DocumentSigned](https://help.cloudfiles.io/docs/apex-type-document-signed/index.md): Event payload returned for the document-signed platform event type.
- [DocumentSplit](https://help.cloudfiles.io/salesforce/documentsplit.md): Output payload returned for the document-split platform event.
- [Drive](https://help.cloudfiles.io/salesforce/drive.md): Output type representing a created SharePoint drive.
- [DriveColumn](https://help.cloudfiles.io/docs/apex-type-drive-column/index.md): Describes a site column to attach to a newly created SharePoint drive.
- [ErrorEvent](https://help.cloudfiles.io/salesforce/errorevent.md): Output payload returned for the error-event platform event type.
- [Event](https://help.cloudfiles.io/salesforce/event.md): Container type holding the type-specific payload for any CloudFiles event.
- [FileReceived](https://help.cloudfiles.io/salesforce/filereceived.md): Output payload carried by the file-received platform event.
- [FileReplace](https://help.cloudfiles.io/salesforce/filereplace.md): Output payload returned for the file-replaced platform event type.
- [FileRequest](https://help.cloudfiles.io/salesforce/filerequest.md): Output type representing a file request returned from Apex.
- [FileUpload](https://help.cloudfiles.io/salesforce/fileupload.md): Payload of the file-uploaded platform event, describing an uploaded file and where it landed.
- [FileViewed](https://help.cloudfiles.io/salesforce/fileviewed.md): Output payload carried by the file-viewed platform event.
- [FolderCreated](https://help.cloudfiles.io/salesforce/foldercreated.md): Event payload for the folder-created platform event.
- [GeneratedDocument](https://help.cloudfiles.io/salesforce/generateddocument.md): Output type describing a document produced by a sync doc-gen or merge call.
- [Link](https://help.cloudfiles.io/salesforce/link.md): A shareable external link to a file, folder, or dataroom.
- [PreviewParams](https://help.cloudfiles.io/docs/apex-type-preview-params/index.md): Options controlling the behavior of a generated preview URL.
- [Resource](https://help.cloudfiles.io/salesforce/resource.md): Represents a file or folder in external storage.
- [ResourceAttached](https://help.cloudfiles.io/salesforce/resourceattached.md): Event payload returned for the resource-attached platform event type.
- [ResourceCloned](https://help.cloudfiles.io/salesforce/resourcecloned.md): Payload returned for the resource-cloned platform event.
- [ResourceDeleted](https://help.cloudfiles.io/salesforce/resourcedeleted.md): Output payload for the resource-deleted platform event.
- [ResourceDetached](https://help.cloudfiles.io/docs/apex-type-resource-detached/index.md): Event payload returned for the resource-detached platform event type.
- [ResourceMoved](https://help.cloudfiles.io/docs/apex-type-resource-moved/index.md): Event payload returned for the resource-moved platform event type.
- [ResourceMovedError](https://help.cloudfiles.io/docs/apex-type-resource-moved-error/index.md): Output type describing a failure when moving a resource.
- [ResourceUpdated](https://help.cloudfiles.io/salesforce/resourceupdated.md): Event payload describing a resource that was updated, including which fields changed.
- [ResourceUpdateError](https://help.cloudfiles.io/docs/apex-type-resource-update-error/index.md): Output type describing a failure when updating a resource.
- [ResourceList](https://help.cloudfiles.io/docs/apex-type-resource-list/index.md): Represents the contents of a folder, with pagination support coming soon.
- [SalesforceFilesAttached](https://help.cloudfiles.io/salesforce/salesforcefilesattached.md): Output payload carried by the salesforce-file-attached platform event.
- [SalesforceFileCopied](https://help.cloudfiles.io/salesforce/salesforcefilecopied.md): Output payload for the salesforce-file-copied platform event.
- [SalesforceFileCopiedError](https://help.cloudfiles.io/salesforce/salesforcefilecopiederror.md): Output type describing a failure when copying a Salesforce file.
- [SalesforceFile](https://help.cloudfiles.io/docs/apex-type-salesforce-file/index.md): Represents a Salesforce file (ContentDocument) by Id, name, extension, and size.
- [SharePointSite](https://help.cloudfiles.io/salesforce/sharepointsite.md): Output type describing a SharePoint site created from Apex.
- [SiteGroupMembersUpdatedError](https://help.cloudfiles.io/docs/apex-type-site-group-members-updated-error/index.md): Output type describing a failure when updating SharePoint site group members.
- [UpdateLicensesFlowOutput](https://help.cloudfiles.io/salesforce/updatelicensesflowoutput.md): Output type returned by the assign and unassign user license methods, reporting license counts.
- [Types.UpdateLicensesInput](https://help.cloudfiles.io/salesforce/typesupdatelicensesinput.md): Input type describing the users and product for a license assignment or unassignment.
- [Types.CreateDriveInput](https://help.cloudfiles.io/salesforce/typescreatedriveinput.md): Input type describing the SharePoint drive to create.
- [Types.MergeDocumentsRequestInput](https://help.cloudfiles.io/salesforce/typesmergedocumentsrequestinput.md): Input describing the documents to merge, the output file name, and the destination.
- [Types.SplitDocumentPayload](https://help.cloudfiles.io/salesforce/typessplitdocumentpayload.md): Input type describing a file to split and where the resulting parts land.
- [Types.UpdateLinkSettingsInput](https://help.cloudfiles.io/salesforce/typesupdatelinksettingsinput.md): Input type describing the settings to apply when updating a CloudFiles Link.
- [Types.UnshareResourceInput](https://help.cloudfiles.io/salesforce/typesunshareresourceinput.md): Input describing a file or folder to unshare from a Salesforce record.
- [Types.ShareResourceInput](https://help.cloudfiles.io/salesforce/typesshareresourceinput.md): Input describing a file or folder to share and its recipient.
- [Types.UpdateResourceInput](https://help.cloudfiles.io/salesforce/typesupdateresourceinput.md): Input describing a SharePoint resource and the column values to update on it.
- [Types.CreateContentVersionPayload](https://help.cloudfiles.io/salesforce/typescreatecontentversionpayload.md): Describes one external-storage file to materialize as a Salesforce File.
- [Types.CreateMicrosoftTeamInput](https://help.cloudfiles.io/salesforce/typescreatemicrosoftteaminput.md): Input type describing the Microsoft Team to create.
- [Types.CreateSharePointSiteInput](https://help.cloudfiles.io/salesforce/typescreatesharepointsiteinput.md): Input describing a SharePoint site to provision from Apex.
- [Types.SearchByPropertyInput](https://help.cloudfiles.io/salesforce/typessearchbypropertyinput.md): Input describing a metadata property and value to search external storage against.
- [Types.DeleteResourcesInput](https://help.cloudfiles.io/salesforce/typesdeleteresourcesinput.md): Input type describing a resource (file or folder) to delete.
- [Types.CreateFileRequestInput](https://help.cloudfiles.io/salesforce/typescreatefilerequestinput.md): Input type describing a file request to create.
- [Types.DataroomChild](https://help.cloudfiles.io/salesforce/typesdataroomchild.md): One child (file or folder) to attach to a dataroom.
- [Types.AddDataroomChildrenInput](https://help.cloudfiles.io/salesforce/typesadddataroomchildreninput.md): Input describing a dataroom and the child resources to add to it.
- [Types.CreateDataroomInput](https://help.cloudfiles.io/salesforce/typescreatedataroominput.md): Input describing a dataroom to create.
- [Types.PermissionInput](https://help.cloudfiles.io/salesforce/typespermissioninput.md): Input describing a grant or revoke of read/write access on a file or folder.
- [Types.QueryDocumentPayload](https://help.cloudfiles.io/salesforce/typesquerydocumentpayload.md): Input payload describing a single document query.
- [Types.ProcessDocumentPayload](https://help.cloudfiles.io/salesforce/typesprocessdocumentpayload.md): Input payload describing a single document to process with AI.
- [Types.DocGenRequestInput](https://help.cloudfiles.io/salesforce/typesdocgenrequestinput.md): Input describing a document-generation request: template, merge variables, destination, and output type.
- [Types.CreateContentVersionBatchPayload](https://help.cloudfiles.io/salesforce/typescreatecontentversionbatchpayload.md): Input payload for creating content versions when files are imported into Salesforce.
- [Types.DeleteAttachmentInput](https://help.cloudfiles.io/salesforce/typesdeleteattachmentinput.md): Input for detaching a file or folder from a Salesforce record.
- [Types.UploadSalesforceFilePayload](https://help.cloudfiles.io/salesforce/typesuploadsalesforcefilepayload.md): Input describing a Salesforce file to copy into external storage.
- [Types.CreateFolderInput](https://help.cloudfiles.io/salesforce/typescreatefolderinput.md): Input describing a single folder to create.
- [Types.CreateAttachmentInput](https://help.cloudfiles.io/salesforce/typescreateattachmentinput.md): Input describing a single attachment to create from an external storage resource.
- [Types.CreateLinkInput](https://help.cloudfiles.io/salesforce/typescreatelinkinput.md): Input describing a CloudFiles link to create for a file, folder, or dataroom.
- [Types.MoveResourceInput](https://help.cloudfiles.io/salesforce/typesmoveresourceinput.md): Input describing a single file or folder to move to a destination folder.
- [Types.CopyResourceInput](https://help.cloudfiles.io/salesforce/typescopyresourceinput.md): Input describing one file or folder to copy to a destination folder.