Automatic Folder Structures Test Drive
In this test drive, we will check how CloudFiles creates automatic and customizable folder structures using Salesforce flows and shows them right there on the record. The test drive would take less than a minute to complete.
Follow the instructions in the next section to test. The subsequent sections explain the setup for this test drive as well as what else is possible as an extension of this test drive.
To test out this feature, follow the simple instructions below.
- Go to 'Accounts' tab and create a new account
- In the 'Account Type' property dropdown, select any value. Each value creates a different folder structure.
- Once the account is created, go to the 'Files' tab on the record.
- You will see a ready-to-go folder structure on the record that was automatically created in SharePoint
Flow execution and folder creation may take some time (a few seconds to a minute). If you don't see anything in the Files Tab, try refreshing the CloudFiles widget a couple times.
The GIF below gives a visual representation of these steps.
The following video shows the flow that made this possible. If you'd like detailed steps on this implementation, check out our tutorial on this use-case at Create Automated Folder Hierarchies for Managing External Files from Salesforce Objects.
We have addressed a very specific use-case of custom folder structure creation on Salesforce Account records. However, there are many variations of this possible such that it can fit your custom use-case. Check the pointers below -
- The folder structures being created are configured using Flows. You can configure it to create any type of folder / sub-folder structure with any naming convention and hierarchy.
- Beside a static sub-folder structure, you can also create nested folder structures based on SFDC object relationships. E.g. a parent account folder with specific opportunity folders inside. We have covered this in another Test Drive article.
- We have used SharePoint as the external storage however the same can be configured with any other external storage including Google Drive, Amazon AWS S3, OneDrive, Azure, Dropbox etc..
- We have shown this demo only on the Account, however CloudFiles LWC and automations are supported for all standard and custom objects.
There are other test drives available that might be of interest to you as well. Head back to the Test Drive article to continue testing.