CloudFiles is an automation first product. Anything that you can do from CloudFiles user interface, can be automated. For example, creating a folder in SharePoint, Moving a Salesforce file to Google Drive etc.

CloudFiles enables these automations using Salesforce flow builder, and provides various Flow actions and 

When CloudFiles actions are used in automation, they use an account wide authentication for external libraries like SharePoint, Google Drive etc. You can connect account wide libraries from the Setup page in CloudFiles app. Please follow the steps below for this - 

Learn how to automate tasks like creating folders in SharePoint or moving files in Salesforce to Google Drive with CloudFiles. This document provides step-by-step instructions on connecting account-wide libraries and using CloudFiles actions in automation

Content Library

Automations

CloudFiles Permissions

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

Automatic Folder Structures Test Drive

Nested Folders based on Object Relationships Test Drive

Template Folder Cloning 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

CloudFiles Widget Configurations Test Drive

Update Sharepoint Folder Name Test Drive

Document Management & Sharing Test Drives

Document AI Playground Test Drive

KYC Upload Checker using AI

Document AI Test Drives

Test Drive

Using a service account

Document Generation configuration

Adding CloudFiles widgets to Salesforce Classic

Field Service Lightning Support

CloudFilesUploader Component

Features

Assign User Licenses

Unassign User Licenses

Create Folder

Create Attachment

Get Attachments

Delete Attachment

Get Connected Folder

Get Folder Contents

Get Event Details

Copy Salesforce Files

Get Resource Details

Copy Resources

Move Resource

Delete Resource

Get Resource Property

Set Resource Property

Set Resource Property (Batch)

Create Dataroom

Add to Dataroom

Create File Request

Get Files Connect Resource Id

Create Link

Create File Connect Files

Update Permissions

Search by Resource Metadata

Create Folder (Async)

Create Microsoft Team

Create SharePoint Site

Delay

Generate Document

Generate Document (Sync)

Generate Document  (Batch)

Get Salesforce Files

Process Document using AI

Create Salesforce File

Create Salesforce Files (Batch)

Query Document

Query Document (Batch)

Share With Community User

Split Document using AI

Update Link Settings

Remove from Community

Flow Actions

CloudFiles Event Object

CloudFiles Event Handler Flow Template

Content Version Created

Content Version Created Batch

Salesforce File Copied

Salesforce File Attached

Folder Created

Document Split

File Received

File Replaced

File Viewed

File Uploaded

Resource Attached

Resource Updated

Document Generated

Document Processed

Error Event

Resource Cloned

Resource Deleted

All Event Types

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

Tutorials

Document Generation Set-up

Template - Resources

Template - Actions

Template Creation

Generating Documents

Document Generation

Create Folders

Create Folders Async

Create Attachments

Create Links

Update Resources

Move Resources

CloudFiles Client

Salesforce File

Resource

Resource List

Link

Attachment

Event

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

How to integrate Azure Blob storage with CloudFiles

How to integrate AWS S3 bucket with CloudFiles

How to make existing Salesforce records work with CloudFiles

Whitelist CloudFiles IP Addresses in Salesforce

FAQs

CloudFiles Implementation Support

How to give CloudFiles Support the access to your Salesforce account

Support