Document Management & Sharing
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Configuration
External Storage / Library Con...
Azure Blob
here's a step by step guide to help you connect your azure blob storage container with cloudfiles 1 add cloudfiles application search for cloudfiles in microsoft entra gallery click on cloudfiles and click "create" to add an instance of cloudfiles application in your azure portal if the above doesn't work for you, alternatively you can click the button below to authorize cloudfiles this will add cloudfiles automatically to your enterprise applications list 2 create a storage account navigate to azure portal log in to your azure portal create a new storage account go to the 'storage accounts' section and click on 'add' to create a new storage account configure the storage account follow the on screen instructions to configure your storage account, selecting the appropriate subscription, resource group, and other relevant settings 3 create a container in storage account open storage account once the storage account is created, open it create container in the storage account dashboard, locate the 'containers' section and create a new container assign a name and set the access to private (no anonymous access) 4 update storage account configuration enable storage account key access in the storage account settings, go to configuration ensure allow storage account key access is enabled, which is essential for cloudfiles integration update cors settings in the storage account settings, go to resource sharing (cors) add cors rules to allow get/put methods for the origin, enter your salesforce domain and https //salesforce cloudfiles io ensure you include both sandbox and production urls, depending on where the account will be used cloudfiles url is required to view files inside salesforce allowed origin allowed methods allowed headers \<your salesforce domain>(https //cloudfiles lightning force com) get, put https //salesforce cloudfiles io get,put make sure to not include / at the end of the url add storage blob delegator permission in the storage account settings, go to access control (iam) create a new role assignment select the role "storage blob delegator" on members screen, search for "cloudfiles" service principal 5 update container access control add storage blob data contributor permission in the container settings, go to access control (iam) create a new role assignment select the role "storage blob data contributor" on members screen, search for "cloudfiles" service principal 6 configure cloudfiles in salesforce open cloudfiles setup in salesforce log into your salesforce account and navigate to the cloudfiles app launcher go to libraries section in document management app, select azure blob and click on connect 7 update trusted urls in salesforce add the following url to trusted urls in salesforce https //{storageaccountname} blob core windows net for example, if storage account name is cloudfiles , url will be https //cloudfiles blob core windows net column configuration for azure you can customize the columns displayed in widgets through the library configuration tab in document management for azure refer to the images for visual understanding disconnect azure containers users can disconnect azure containers directly from the salesforce app this action will remove the storage connection along with any associated metadata within the app