An attachment represnet a relation between a Salesforce record and a file/folder. Following fields are availble on this type -

Learn about attachments in Salesforce and how they serve as a vital link between records and files or folders. Discover key fields like CloudFiles Id and resource object, which enhance the attachment's functionality and integration with records.

Link

Attachment

Event

CloudFiles Salesforce

Salesforce

Installation guide

Connect external folder to a record

Access, share and track a file

Share files in experience cloud (community)

Document Generation with CloudFiles

Quick Starts

Document Generation Test Drive

Document AI Playground Test Drive

KYC Upload Checker using AI

Automatic Folder Structures Test Drive

Nested Folders based on Object Relationships Test Drive

Move SFDC Files to External Storage Test Drive

Copy Email Attachments to Case Folders Test Drive

Custom Object Creation on File Upload Test Drive

Move Lead folder to Account folder on conversion

Template Folder Cloning Test Drive

Update Sharepoint Folder Name Test Drive

Test Drive

Content Library

Automations

CloudFiles Permissions

Using a service account

Document Generation configuration

Adding CloudFiles widgets to Salesforce Classic

Field Service Lightning Support

Features

Create Folder

Create Attachment

Get Attachments

Delete Attachment

Copy Salesforce Files

Create Dataroom

Create File Request

Add to Dataroom

Create Link

Copy Resources

Move Resource

Get Event Details

Get Folder Contents

Get Resource Property

Set Resource Property

Get Connected Folder

Get Files Connect Resource Id

Create File Connect Files

Update Permissions

Search by Resource Metadata

Document Generation

Process Document using AI

Flow Actions

CloudFiles Platform Event

File Uploaded Event

Resource Updated Event

Salesforce File Copied Event

Salesforce File Attached Event

Platform Events

Building an AI-Powered KYC Upload Checker

Create Automated Folder Hierarchies for Managing External Files from Salesforce Objects

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

Renaming a folder in Sharepoint when the Record is updated

How to integrate AWS S3 bucket with CloudFiles

How to integrate Azure Blob storage with CloudFiles

How to make existing Salesforce records work with CloudFiles

Tutorials

Document Generation Set-up

Template - Resources

Template - Actions

Template Creation

Generating Documents

Create Folders

Create Folders Async

Create Attachments

Create Links

Update Resources

Move Resources

CloudFiles Client

Salesforce File

Resource

Resource List

Input & Output Types

Types

Upload files from Salesforce to any cloud storage with Apex

Examples

Apex

How do I check my consumed automation credits?

I cannot see any SharePoint sites in Content Library Tab

How to access CloudFiles Admin Dashboard from Salesforce

How to purchase licenses

How do Experience Cloud Licenses work?

What is an Automation Action

What is an AI credit

How to reset the Salesforce <> CloudFiles Connection

Why are various third party accesses asked during installation

How to install CloudFiles in Salesforce Professional Edition

How are Cloud Drive permissions handled by the CloudFiles

Failed flow is executing multiple times

SharePoint Permissions

How to get CloudFiles API key

Thumbnails not working in LWC

FAQs

CloudFiles Implementation Support

How to give CloudFiles Support the access to your Salesforce account

Support