Automatic Folder Structures Test Drive

introduction 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 instructions to test out this feature, follow the simple instructions below start the cloudfiles test drive from our appexchange listing 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 implementation 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 docid\ ynzb pjpdnjkkttmq1p t beyond this test drive 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 docid\ cgjldtde3usa oibbwgpn article to continue testing