CloudFiles Widgets Guide

cloudfiles widgets are modular components designed to integrate seamlessly with salesforce, enabling efficient document management, document generation, and document ai functionalities these widgets allow users to manage, generate, and process documents directly within their salesforce environment, offering flexibility and control over various document related tasks here is a comprehensive list of cloudfiles widgets designed to meet your diverse document management, generation, and ai processing needs content library widget docid\ ktupczhqx7jetn9wv77hl this widget centralizes document storage, making it easier to manage and organize shared files within a content library it simplifies the retrieval and oversight of documents, making it easy to maintain a well structured repository accessible to relevant team members the content library widget supports version control and metadata management, ensuring documents are up to date and easy to find cloudfiles uploader widget docid\ syohwgujnz9f6 zbl27er used in screen flows, this component enables file uploads directly to external storage like sharepoint, google drive, or aws s3, bypassing salesforce storage it simplifies the upload process and manages files efficiently within external repositories experience cloud widget docid\ mppl0kldtw6mws4bv0o0w ideal for external collaboration, this widget facilitates the sharing and collection of documents from experience cloud users it ensures secure access and smooth document interactions with external stakeholders while maintaining data integrity within salesforce this widget is particularly useful when you need to engage with clients, partners, or vendors, providing them with a controlled environment to upload and download necessary files internal record widget docid\ ljncbhg 02nijtryuxcbc this widget is designed for managing documents within internal record pages in salesforce it provides internal teams with direct access to files linked to specific records, streamlining the process of organizing, viewing, and updating documents without leaving the record page it supports efficient document workflows, ensuring that all related files are easily accessible and securely managed within the salesforce interface widget configuration guide docid\ dmk g9ppl4ztdgqiyzcft in this article, we’ve covered how you can customize the appearance and behavior of the widget for each salesforce object type using the widget configuration settings this guide walks you through the configuration options available for customizing the widget’s behavior and appearance (move outside) to learn more about configuring each widget type, refer to the detailed articles linked above