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Salesforce HubSpot Developers Release notes
AppExchange
Quick Starts
🚀Installation guide🚀Connect external folder to a record🚀Access, share and track a file🚀Share files in experience cloud (community)🚀Document Generation with CloudFiles
Test Drive
Document Generation Test Drive
🧪Automated Doc Gen🧪Manual Doc Gen🧪Merge Documents🧪Merge External Documents🧪Real-Time Document Generation with Runtime Variables🧪Secure PDF Generation
Document Management & Sharing Test Drives
🧪Automatic Folder Structures Test Drive🧪CloudFiles Widget Configurations Test Drive🧪Copy Email Attachments to Case Folders Test Drive🧪Custom Object Creation on File Upload Test Drive🧪External File Sharing & Collection via CloudFiles Datarooms🧪Move External Storage Files to SFDC Files Test Drive🧪Move Lead folder to Account folder on conversion🧪Move SFDC Files to External Storage Test Drive🧪Nested Folders based on Object Relationships Test Drive🧪Template Folder Cloning Test Drive🧪Update Sharepoint Folder Name Test Drive
Document AI Test Drives
🧪Business Document Fields & Line Items Extractor🧪Document AI Playground Test Drive🧪Document Mapper🧪KYC Upload Checker using AI🧪Smart SharePoint Column Updates Using Document AI🧪Split External Files using AI🧪Split Salesforce Files using AI
Events
Intercepting CloudFiles Events
◈Custom Object Mode Flow Setup
Platform Event Mode Flow Setup
◈CloudFiles Event Object
All Event Types
◈Content Version Created◈Content Version Created Batch◈Dataset Created◈Document Generated◈Document Mapper Run◈Document Processed◈Document Signed◈Document Split◈Error Event◈File Received◈File Replaced◈File Uploaded◈File Viewed◈Folder Created◈Resource Attached◈Resource Cloned◈Resource Deleted◈Resource Detached◈Resource Moved◈Resource Updated◈Salesforce File Attached◈Salesforce File Copied
Capturing SharePoint Events
◈File Uploaded in SharePoint◈Resource Updated in SharePoint
Flow Actions
Doc Management Flow Actions
⚡Copy Resources⚡Copy Salesforce Files⚡Create Attachment⚡Create File Connect Files⚡Create Folder⚡Create Folder (Async)⚡Create Microsoft Team⚡Create Salesforce File⚡Create Salesforce Files (Batch)⚡Create SharePoint Site⚡Create Sharepoint Drive⚡Delete Attachment⚡Delete Resource⚡Get Attachments⚡Get Connected Folder⚡Get Files Connect Resource Id⚡Get Folder Contents⚡Get Resource Details⚡Get Resource Property⚡Get Salesforce Files⚡Get Shared Resources⚡Move Resource⚡Search by Resource Metadata⚡Set Resource Property⚡Set Resource Property (Batch)⚡Update Permissions
Doc Sharing Flow Actions
⚡Add to Dataroom⚡Create Dataroom⚡Create File Request⚡Create Link⚡Remove from Community⚡Share With Community User⚡Update Link Settings
Doc Generation Flow Actions
⚡Get Doc-Gen Templates⚡Generate Document⚡Generate Document (Sync)⚡Generate Document (Batch)⚡Merge Documents (Sync)
Doc AI Flow Actions
⚡Create Dataset⚡Document Mapper⚡Process Document using AI⚡Query Document/Dataset⚡Query Document/Dataset (Batch)⚡Split Document using AI
Misc Flow Actions
⚡Assign User Licenses⚡Unassign User Licenses⚡Delay⚡Get Event Details
Screen Flow Elements
⚡Internal Widget⚡Experience Cloud Widget⚡CloudFiles Uploader
Tutorials
Document Management Tutorials
📘Automated nested folders creation based on object relationships📘Automatically moving files from Salesforce storage to external storage📘Copy Email Attachments to Case Folders in external storage if Email-to-Case is activated📘Create Automated Folder Hierarchies for Managing External Files from Salesforce Objects📘Delete attached folder when Account record is deleted📘Enable Custom Actions in CloudFiles Widget: Build an Archive Button with Salesforce Flow📘Move Lead folder to Account folder on conversion📘Renaming a folder in Sharepoint when the Record is updated📘Setting Up a Custom List Action in the CloudFiles Widget
Document Generation Tutorials
📘Build a template (Word)📘Generate a document manually📘Generate a document via automation📘Generate a document via Screen Flow📘Generate a document with runtime variables📘Build a PDF template📘Merge documents📘Secure PDF
Document AI Tutorials
AI Flows - Initial Setup Guide
📘Process Salesforce Files📘Process External Files
📘Batching AI Queries📘Classify and Rename Uploaded Files📘Document Mapper Tutorial📘Document Checklist📘Get CSV text Output from AI Query📘Get JSON Output from AI Query📘KYC Upload Checker📘Line Item Extraction📘Mass property extraction from a Medical Form📘Signature Checking📘Simple Data Extraction from KYC Files📘Splitting multiple combined POs into child objects
Document Generation
Installation
🧭Installing from the Salesforce AppExchange🧭What's In the Package?
Configuration
🧭CloudFiles Account Setup🧭Doc Gen Widget Set-up
Template Builder Setup
🧭How to Install CloudFiles Add-In🧭Connect CloudFiles Add-in to Salesforce
🧭Usage
User Management
🧭User Permissions🧭License Management
Template Creation
Template - Resources
🧭Record Single Variable🧭Record Collection Variable🧭Runtime Variable🧭Recipents
Template - Actions
Word DocX Template Actions
🧭Insert Field🧭Insert Picture🧭Insert Table🧭Insert Loop🧭Insert Condition🧭Insert Link🧭Document Title🧭Insert Form Field
Excel Template Actions
🧭Insert Field🧭Insert Table🧭Document Title
Pdf Template Actions
🧭Insert Field🧭Insert Checkbox🧭Form Field
PPT Template Actions
🧭Insert Field🧭Insert Picture
Features
All‑Format Designer
🧭Multi‑Format Add‑Ons🧭Formatting Controls
🧭Adding Custom Fonts to your Templates🧭DocuSign Integration for Word-based Document Generation🧭DocuSign Field Integrations🧭Generating Documents
Document Management & Sharing
Installation
🧭Installing from the Salesforce AppExchange🧭What's in the Package ?🧭Technical Requirements
Configuration
🧭CloudFiles Account Setup
External Storage / Library Configuration
🧭SharePoint🧭Google Drive🧭OneDrive🧭AWS - S3🧭Azure Blob🧭MS Teams🧭Box🧭Dropbox🧭SFTP Library🧭Azure Files
User Management
🧭User Permissions🧭License Management🧭External Library Access
🧭Adding CloudFiles widgets to Salesforce Classic🧭Settings
Features
CloudFiles Widgets Guide
🧭Content Library Widget🧭CloudFiles Uploader Widget🧭Experience Cloud Widget🧭Internal Record Widget🧭Embed CloudFiles widget in custom lightning web components
🧭CloudFiles Permissions🧭Content Library🧭Field Service Lightning Support🧭Image Resize Feature🧭Using a service account🧭Utilize CloudFiles widget in Custom Screen Flows
Widget Configuration Guide
🧭Internal Record Widget Guide🧭Experience Cloud Widget Guide🧭Content Library Widget Guide
🧭Widget Flow Actions in CloudFiles
Sharing Add-On
Configuration
🧭Branding Setting🧭Link Defaults🧭Compliance🧭Viewer Customization
🧭Dataroom🧭Create Links🧭Security Control🧭Manage Links🧭Analytics and Engagement Tracking
Experience Cloud
Setup
🧭Add Widget to Experience Cloud
🧭Permissions🧭Sharing Options
Document AI
Installation
🧭Installing from the Salesforce AppExchange🧭What's In the Package
Configuration
AI Playground
🧭File Playground🧭Dataset Playground
🧭CloudFiles Account Setup
Document Mapper Setup
🧭Use Document Mapper Configuration
🧭Datasets🧭Settings🧭Usage🧭User Management
Features
Multi-Agent AI with Custom Control
🧭Functional Agents🧭Precision Prompting
🧭Universal File Intelligence
Intelligent Document Queries
🧭Datasets
Automation & Bulk Actions
🧭Multi-Source Triggers🧭AI Flow Actions🧭Document Mapper
Actionable AI Outputs
🧭AI Driven Document Management🧭AI Driven Document Generation🧭Intelligent PDF Splitting
Release Strategy
⌬Release Process and Update Policy⌬Release Tracks
FAQs
Installation & Setup
❓How to install CloudFiles in Salesforce Professional Edition❓Why are various third party accesses asked during installation❓How to reset the Salesforce <> CloudFiles Connection❓Whitelist CloudFiles IP Addresses in Salesforce❓Setting Up Client Credentials Flow for CloudFiles
Configuration & Administration
❓CloudFiles Settings❓External Client App vs Connected App for CloudFiles integration❓How do Experience Cloud Licenses work?❓How to get CloudFiles API key
Storage & Integration
❓How are Cloud Drive permissions handled by the CloudFiles
SharePoint - FAQs
❓I am unable to reconnect the Integration User❓I cannot see any SharePoint sites in Content Library Tab❓SharePoint Permissions❓Why do I see more sites in Salesforce which I generally don't see in SharePoint?
AWS S3 - FAQs
❓How to integrate AWS S3 bucket with CloudFiles❓How to enable Auto Sync for old S3 buckets connected in CloudFiles
Azure Blob - FAQs
❓How to integrate Azure Blob storage with CloudFiles❓How to enable auto-sync on Azure Blob
Automation & AI
❓What is an Automation Action❓What is an AI credit❓How do I check my consumed automation credits?❓How to make existing Salesforce records work with CloudFiles
Common Errors & Troubleshooting
❓403 Error: "Paid plan is required to use Salesforce workflows" – Why is my flow failing?❓404 Error: "Something went wrong"❓Admin Approval Required Error when connecting to SharePoint❓CloudFiles Widget show "You need CloudFiles license to access this widget" Message❓Common issues in 'Create Folder' flow action and how to resolve them❓Context User License Failure in Salesforce Automation❓"Email Not Verified” Error When Connecting Salesforce to CloudFiles❓Experience Cloud file upload failure❓Failed flow is executing multiple times❓"Invalid Refresh Token" Error in Flow❓Salesforce-CloudFiles connection Issues: Flow actions not triggering even though flow is configured correctly.❓System.CalloutException: You have uncommitted work pending. Please commit or rollback before calling out❓Thumbnails not working in LWC❓Why are all my users seeing admin settings?
Support
🧭How to give CloudFiles Support the access to your Salesforce account
CloudFiles Help

Salesforce

Everything for the CloudFiles managed package — from install to Apex.

Quick Starts

Install and get up and running with CloudFiles in a few steps

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Test Drive

Try CloudFiles hands-on with guided, ready-made scenarios

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Events

Intercept and act on CloudFiles events using Salesforce flows

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Flow Actions

Every CloudFiles flow action for building Salesforce automations

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Tutorials

Step-by-step guides for common CloudFiles builds in Salesforce

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Document Generation

Build templates and generate documents from Salesforce data

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Document Management & Sharing

Store, manage, and securely share files across cloud storage

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Document AI

Extract and act on document data using AI

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Release Strategy

Understand our release cadence, tracks, and update policy

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FAQs

Answers to common questions about the CloudFiles Salesforce app

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Support

Get implementation help, from self-serve docs to hands-on support

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