CloudFiles Document AI | OCR, Text Extraction, Classification

  is installed succesfully in your Salesforce instance, you will need to setup a CloudFiles Account for the Salesforce Org.

You can setup the CloudFiles app from within Salesforce by following the below steps.

1 - Click on the App Launcher (9 dots icon) on top left of Salesforce and search 'CloudFiles'.

2 - You will land on the "Home" Tab of the CloudFiles App

3 - Click on "Setup" button to connect your Salesforce Org to CloudFiles.

4 - This pops the "Allow Access ?" prompt. Click "Allow".

5 - This connects your Salesforce Org with CloudFiles. 

You can confirm the Account details and connection status in the "Settings" Tab.

CloudFiles Account Setup

AI Playground

Usage

User Management

Configuration

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

Internal Record Widget

Content Library Widget

CloudFiles Uploader Widget

Experience Cloud Widget

Document Generation Widget

Document AI Playground Widget

CloudFiles Widgets Guide

Content Library

Automations

CloudFiles Permissions

Using a service account

Document Generation configuration

Adding CloudFiles widgets to Salesforce Classic

Field Service Lightning Support

CloudFilesUploader Component

Features

Copy Resources

Copy Salesforce Files

Create Attachment

Create File Connect Files

Create Folder

Create Folder (Async)

Create Microsoft Team

Create Salesforce File

Create Salesforce Files (Batch)

Create SharePoint Site

Delete Attachment

Delete Resource

Get Attachments

Get Connected Folder

Get Files Connect Resource Id

Get Folder Contents

Get Resource Details

Get Resource Property

Get Salesforce Files

Move Resource

Search by Resource Metadata

Set Resource Property

Set Resource Property (Batch)

Update Permissions

Doc Management Flow Actions

Create Dataroom

Add to Dataroom

Create File Request

Create Link

Update Link Settings

Share With Community User

Remove from Community

Doc Sharing Flow Actions

Generate Document

Generate Document (Sync)

Generate Document  (Batch)

Doc Generation Flow Actions

Process Document using AI

Query Document

Query Document (Batch)

Split Document using AI

Doc AI Flow Actions

Assign User Licenses

Unassign User Licenses

Get Event Details

Delay

Misc Flow Actions

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

Installing from the Salesforce AppExchange

What's in the Package ?

Technical Requirements

Installation

External Storage / Library Configuration

Branding Setting

Document Management & Sharing

What's In the Package

Document AI

Get Preview URL

Create Folders

Create Folders Async

Create Attachments

Create Links

Update Resources

Move Resources

Create Datarooms

Create File Requests

Add To Dataroom

CloudFiles Client

FileRequest

Dataroom

Generated Document

DocGen Params

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