Configuration
This section is the foundation for using CloudFiles in Salesforce. It guides you through setting up your CloudFiles Account, How to use the AI Playground and much more.
This section is divided into four key sub-sections -
Before you can start using CloudFiles, you need to connect your Salesforce Org with CloudFiles. This section covers:
- Connecting Your Salesforce Org – Step-by-step process to set up your CloudFiles Account.
- Verifying Account Status – Confirm your CloudFiles account details and connection status in the Settings tab.
Once the account is successfully connected, you can explore CloudFiles features.
2 - AI Playground
This section covers key features of the Document AI Playground in CloudFiles, including:
- Document Upload & Viewer – Upload, securely store, and preview documents with zoom and download options in Salesforce. .
- Query Panel – Extract specific details using natural language prompts and track past queries for improved accuracy.
3 - Usage
This guide explains how to track AI processing activity in CloudFiles, including monitoring processed pages, credits, and usage trends over time.
4 - User Management
Controlling user access and permissions is crucial for maintaining security and efficiency. This section covers:
- User Permissions – Define and assign roles to control access.
- License Management – Manage CloudFiles user licenses to ensure only authorized users have access.