Create Links

the cloudfiles document sharing add on allows users to create sharing links for files, folders, or datarooms directly from salesforce these links can be generated manually from the cloudfiles widget or automatically using salesforce flow actions this article explains how to create sharing links manually and automatically create link manual manual link creation is done from the cloudfiles widget on a salesforce record before creating links, ensure the widget is added to the desired record pages such as contact , opportunity , or case once added, the cloudfiles section appears in the record view, allowing users to connect folder or files to the record connect a file or folder to the widget steps after the widget is available with connected resources, users can create sharing links directly from salesforce records open a record and locate the file/folder under cloudfiles widget hover over the file or folder to be shared click ⋮ (more options) and select share this opens the link settings dialog, where you can configure the sharing options link settings the link settings dialog allows you to control access, expiry, and security for the shared link a status use these options to enable sharing and manage basic access behavior online activates or deactivates the sharing link allow file download lets recipients download the file or restricts them to view only mode copy link copies the generated sharing url for distribution outside salesforce b expiry set conditions that automatically disable the link after a defined limit on (date/time) expires the link on a specific date and time after (views) expires the link after a specified number of views note the link will expire when either of the two limits (date/time or view count) is reached, whichever comes first create link automation you can create a flow to create the link automatically (for a file/folder/dataroom) when specific conditions are met for example, when a new record is created or when an opportunity moves to a particular stage steps the docid\ naag8un025cazhe5hggcl flow action generates a shareable link for a file, folder, or dataroom this flow action accepts the following inputs drive id drive id of the external storage library sharepoint, google, etc resource id file/folder id or dataroom id resource type file, folder, or dataroom salesforce record id the create link action returns the link id and url you can use the link id to update security settings through the cloudfiles flow action, and the link url can be saved on the record or sent via email through further automation refer to docid\ gve7rrqakwmp1imron9z for configuring access controls manually or through automation