Document Management & Sharing
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Configuration
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AWS - S3

This guide will walk you through the process of connecting your AWS S3 bucket to CloudFiles using an AWS CloudFormation template. By the end of this guide, you will have created a new stack in CloudFormation and obtained the necessary details to successfully link your S3 bucket to CloudFiles.

Prerequisites

You need an active AWS account and an S3 bucket for integration. Ensure that you have already created the required S3 bucket in your account before proceeding with the following steps.

CloudFormation Template: Download CloudFormation Template

1 - Access AWS CloudFormation

  1. In the AWS Management Console, search for and select 'CloudFormation'.

2 - Create a New Stack

  1. Click on “Create stack” and select “With new resources (standard)”.
  2. Choose “Template is ready” under the “Prepare template” options.

3 - Upload the CloudFormation Template

  1. Select “Upload a template file”.
  2. Click on “Choose file” and upload the CloudFormation template provided above
  3. Click “Next”.

4 - Specify Stack Details

  1. Enter a name for your stack. For example, “CloudFilesS3Integration”.
  2. Fill in any parameters required by the template, if applicable.
  3. Click “Next”.

5 - Configure Stack Options (Optional)

  1. Configure any additional options like tags or permissions if necessary.
  2. Click “Next”.

6 - Review and Create the Stack

  1. Review all settings and details. Make sure everything is correct.
  2. Acknowledge that AWS CloudFormation might create IAM resources.
  3. Click “Create stack”.

7 - Wait for Stack Creation

  1. The stack creation process might take a few minutes. Wait until the status changes to “CREATE_COMPLETE”.

8 - Obtain the Outputs

  1. Once the stack creation is complete, go to the “Outputs” tab of your stack.
  2. Note down the ‘Bucket Name’ and ‘Role ARN’ values. These are essential for connecting your S3 bucket to CloudFiles.

9 - Enter Details in CloudFiles

  1. Log into your CloudFiles account.
  2. Navigate to the S3 bucket integration section.
  3. Enter the ‘Bucket Name’ and ‘Role ARN’ you noted down earlier.
  4. Save your settings.

After entering the details in CloudFiles, your S3 bucket should now be successfully connected to your CloudFiles account. You can start managing and accessing your S3 files directly through CloudFiles.

Column Configuration for S3 Library

You can customize the columns displayed in widgets through the Library Configuration tab in Document Management for S3. Refer to the images of Azure configuration below for visual understanding. The steps are same.

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Disconnect AWS S3 buckets

Users can disconnect S3 Buckets directly from the Salesforce app. This action will remove the storage connection along with any associated metadata within the app.

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