Document Management & Sharing
Configuration
CloudFiles Account Setup
Once the CloudFiles CloudFiles | Document Management & Sharing Platform is installed succesfully in your Salesforce instance, you will need to setup a CloudFiles Account for the Salesforce Org.
You can setup the CloudFiles app from within Salesforce by following the below steps.
1 - Click on the App Launcher (9 dots icon) on top left of Salesforce and search 'CloudFiles'.


2 - You will land on the "Home" Tab of the CloudFiles App
3 - Click on "Setup" button to connect your Salesforce Org to CloudFiles.


4 - This pops the "Allow Access ?" prompt. Click "Allow".


5 - This connects your Salesforce Org with CloudFiles.
You can confirm the Account details and connection status in the "Settings" Tab.
