The CloudFiles Knowledge Base is organized in a way that once you understand the structure, you will find it very intuitive and easy to find your way to the answers to your queries. In this article we give a general overview of the knowledge base and it's tabs. We also detail how these tabs are organized. We finally provide an example of how you navigate around the knowledge easily given a specific query.

Structure of Knowledge Base

The Knowledge Base is organized using a four-level structure. The levels include tabs on the top, followed by categories, articles and headings. Using the top navbar, left sidebar and right sidebar, you can navigate among these very easily, thus pinpointing the solution to your problem.

Below, we provide an overview of these levels with examples to understand the organization better.

Tabs

On the top of this page, you should see five tabs. Currently, you are on the Home Tab which contains information related to this knowledge base. Information about the CloudFiles product is contained across the other four tabs.

The knowledge base has been organized as four tabs namely Salesforce, HubSpot, Web App & API. These are in reference to the four major ways that CloudFiles provides to integrate and automate your file sharing.

Salesforce

CloudFiles offers a Salesforce managed package available through the AppExchange. This package integrates file automation & sharing very deeply with Salesforce components using LWCs, flow actions & templates, platform events, custom objects and more. The complete repository for Salesforce users and admins is provided in our CloudFiles - Salesforce Knowledge base.

HubSpot

CloudFiles offers a native HubSpot app available for install from the HubSpot marketplace and available on all HubSpot tiers. The app enables a host of file access, sharing, analytics and automation features through HubSpot widgets on records, workflow components, list filters and more. The complete repository for HubSpot users and admins is provided in our CloudFiles - HubSpot Knowledge base.

Web-App

Along with our CRM Integrations, we also offer a web application that can be accessed through the web browser by logging in to https://app.cloudfiles.io. This application is not only important for non-CRM users, but even for HubSpot & Salesforce users, some of the admin, billing or other setup related functionality is sometimes available through the web-app only.

We offer a highly detailed guide on all the features offered by the CloudFiles web app in our CloudFiles Web-App Knowledge Base. These articles are also referenced by various articles in the HubSpot & Salesforce knowledge bases since most of these features are exposed through our integrations as well.

API References

Most of the automations that CloudFiles provides can be implemented through standard Salesforce flows & HubSpot workflows. However, for non-CRM users or for CRM users who can't satisfy their requirement using the standard functionality available, we provide a detailed REST API and JavaScript SDK. You can find the details in our API Reference Section

Categories

Once you go into any of the tabs, you will find a listing of category pages on the left sidebar. You would be able to click on these list items and visit the page. You would also be able to expand this list and find a sub-list of more detailed articles under it.

Category pages help provide information on a specific product in a more structure way.

• Salesforce and HubSpot Category Pages are organized based on integrations with standard CRM components (e.g. Flow Actions for Salesforce or Workflow Actions for HubSpot are category pages.
• We also provide some other categories under Salesforce & HubSpot tabs which list general features, use-cases, quick starts etc...
• Web-App categories are organized app features such as storage, sharing, analytics, automations etc... These are referenced and used by Salesforce & HubSpot articles as well.

Articles

Articles are the final packets of information. These can be detailed and long. E.g. This article itself is more than 5 min+ of reading time. In order to navigate the article quickly, we also provide a TOC that contains all the headings and sub-headings in the article. This can help you navigate the articles easily and find the answer to your question.

Headings

Each article is divided into headings & sub-headings. You can find a structured list of this on the right sidebar. E.g. even on this article, you should see a table of contents on the right side that can enable to you move around the article easily. Use this table of contents to work faster.

Summary

Use the links below or the tabs on top of the page to navigate easily to these sections. Use the left navbar to navigate among the folders on these tabs. When on an article, use the right sidebar to navigate easily among the article headings and sub-headings.

Salesforce

Articles for managed package available on Salesforce AppExchange

Table Of Contents

HubSpot

Manual for the Marketplace app, deeply integrated in all hubs of HubSpot

Table of Contents

Web-App

Our native web-app accessible through browser and deeply integrated with the integrations

Table of Contents

APIs

Extensive APIs to automate things even outside of HubSpot & Salesforce CRMs

Table Of Contents