Document Management & Sharing
Sharing Add-On
Dataroom
a dataroom in cloudfiles is a collection of files and folders that can be accessed and shared through a single link it can include content from multiple storage locations, even across different cloud platforms, allowing users to distribute complete document sets efficiently creating and setting up a dataroom is the first step before generating a sharing link in salesforce , datarooms can be created and managed using flow actions, making it easy to organize, automate, and maintain document collections without manual effort create data room you can create a dataroom using the docid\ oreypvptsnqx kolc6wns flow action you could set its name and description once created, the dataroom acts as a central container for all files, folders, and file requests, all of which can later be shared through a cloudfiles link create file request a file request enables external users to upload files into a designated dataroom it helps streamline the process of collecting documents such as contracts, forms, or identity proofs from clients or partners in salesforce, the docid\ cgfyo3u4tiy6ly9blhyzt flow action is used to configure and manage these uploads you can define the name, description, and the destination where uploaded files should be stored once the sharing link is generated and shared, any files uploaded by end users are automatically saved to the specified location add file, folder, or file request to dataroom once a dataroom is created, you can add files, folders, or file requests from different connected storage locations this is done using the docid\ apdqigjnbsmujyy4qcdqp flow action the action supports two types of collections resources files or folders to be included in the dataroom file requests items of type “file request” used to collect external uploads once the files, folders and file requests were added, a dataroom will look like this when it is accessed through a link after setting up a dataroom, refer to the docid 6m4eckvhyqjrecsimr0uk section to generate sharable link