Find step-by-step guides and solutions for common issues. Whether you’re experiencing errors, unexpected behavior, or need help configuring features, these articles walk you through proven fixes and recommended best practices to get you back on track quickly.

Why Is My Failed Flow Running Multiple Times?

When a flow fails in Salesforce, it automatically retries several times over increasing intervals (15 min, 30 min, 1 hr, 2 hrs). This can trigger CloudFiles actions multiple times and generate repeated error notifications. There is no setting to disable this behavior. To reduce impact, test flows thoroughly before using them in production.

Why Aren’t Thumbnails Showing in My LWC Component?

If thumbnails are not showing in your Lightning Web Components, it’s usually because the required URLs are not marked as trusted. To fix this, add 

option enabled. Go to Setup > Security > Trusted URLs, create a new entry, and save. This will allow thumbnail images to load correctly in your component.

Why are all my users seeing admin settings?

The app was installed for all users instead of admins only, giving everyone access to admin settings. Uninstall and reinstall CloudFiles with “Admins Only” access, then assign roles using permission sets.

Why am I seeing a “You need CloudFiles license to access this widget” message?

This happens when the user isn’t registered in CloudFiles or their license is inactive. Ask the user to click the widget to register, then activate their license under User Management in the CloudFiles app.

403 Error: “Paid plan is required to use Salesforce workflows” – Why is my flow failing?

This error appears when your CloudFiles plan is inactive or your trial has expired. Salesforce workflows using CloudFiles actions require a valid subscription. Reactivate your plan or contact support to continue using automation features. 

How to make existing Salesforce records work with CloudFiles

Common Errors & Troubleshooting

Failed flow is executing multiple times

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

Automated Doc Gen

Manual Doc Gen

Merge Documents

Merge External Documents

Real-Time Document Generation with Runtime Variables

Secure PDF Generation

Document Generation Test Drive

Automatic Folder Structures Test Drive

CloudFiles Widget Configurations Test Drive

Copy Email Attachments to Case Folders Test Drive

Custom Object Creation on File Upload Test Drive

External File Sharing & Collection via CloudFiles Datarooms

Move External Storage Files to SFDC Files Test Drive

Move Lead folder to Account folder on conversion

Move SFDC Files to External Storage Test Drive

Nested Folders based on Object Relationships Test Drive

Template Folder Cloning Test Drive

Update Sharepoint Folder Name Test Drive

Document Management & Sharing Test Drives

Business Document Fields & Line Items Extractor

Document AI Playground Test Drive

KYC Upload Checker using AI

Smart SharePoint Column Updates Using Document AI

Split External Files using AI

Split Salesforce Files using AI

Document AI Test Drives

Test Drive

Automations

Adding CloudFiles widgets to Salesforce Classic

Document Generation configuration

Features

Custom Object Mode Flow Setup

Platform Event Mode Flow Setup

Intercepting CloudFiles Events

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

Events

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

Add to Dataroom

Create Dataroom

Create File Request

Create Link

Remove from Community

Share With Community User

Update Link Settings

Doc Sharing Flow Actions

Generate Document

Generate Document (Sync)

Generate Document  (Batch)

Merge Documents (Sync)

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

Delay

Get Event Details

Misc Flow Actions

Flow Actions

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

Create Automated Folder Hierarchies for Managing External Files from Salesforce Objects

Enable Custom Actions in CloudFiles Widget: Build an Archive Button with Salesforce Flow

Setting Up a Custom List Action in the CloudFiles Widget

Renaming a folder in Sharepoint when the Record is updated

Document Management Tutorials

How to build a template (Word)

How to generate a document manually via the Doc-Gen widget

Document Generation Tutorials

AI Flows - Initial Setup Guide

Batching AI Queries

Classify and Rename Uploaded Files

Handling CSV text Output from AI Query

Handling JSON Output from AI Query

KYC Upload Checker

Line Item Extraction

Mass property extraction from a Medical Form

Signature Checking

Splitting multiple combined POs into child objects

Using AI for Simple Data Extraction from KYC Files

Document Checklist

Document AI Tutorials

Tutorials

Installing from the Salesforce AppExchange

What's In the Package?

Installation

CloudFiles Account Setup

Doc Gen Widget Set-up

Template Builder Setup

Usage

User Management

Configuration

Template - Resources

Template - Actions

Template Creation

DocuSign Integration for Word-based Document Generation

Generating Documents

Document Generation

What's in the Package ?

Technical Requirements

External Storage / Library Configuration

Branding Setting

Link Defaults

CloudFiles Widgets Guide

CloudFiles Permissions

Content Library

Field Service Lightning Support

Image Resize Feature

Using a service account

Utilize CloudFiles widget in Custom Screen Flows

Widget Configuration Guide

Widget Flow Actions in CloudFiles

Document Management & Sharing

What's In the Package

AI Playground

Document AI

Platform Events Apex Handler (Object Type)

Platform Events

Add To Dataroom

Create Attachments

Create Content Version Batch

Create Datarooms

Create File Requests

Create Folders

Create Folders Async

Create Links

Get Preview URL

Move Resources

Update Resources

CloudFiles Client

Attachment

ContentVersionCreated

ContentVersionCreatedBatch

Types

Apex