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.
Internal Record Widget - 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.
Content Library Widget - 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 - 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 - 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.
Document Generation Widget - This widget allows users to generate DOCX or PDF documents from Salesforce data using published templates. Integrated with the CloudFiles Word add-in, it supports automated, template-based document creation directly within record pages.
Document AI Playground Widget - An interactive environment for experimenting with AI-driven document processing. It enables document uploads, data extraction, and content analysis through AI, helping automate data entry and enhance document handling within Salesforce.
To learn more about configuring each widget type, refer to the detailed articles linked above.