Doc Management Flow Actions

Copy Resources - This action can be used to copy a file or folder from one location to another within the same connected external storage.

Copy Salesforce Files - This action lets you copy native Salesforce files to a desired location in external storage.

Create Attachment - This action attaches a file or folder from an external cloud storage to a Salesforce record. Files & Folders attached to a record show up in the CloudFiles widget on the record page in Salesforce.

Create File Connect Files - This action can be used to create a Files Connect object for a file uploaded/copied through CloudFiles.

Create Folder - This flow action allows you to create a folder in a connected external storage system by specifying the folder name and its location. This means you can automatically create folders in Google Drive, SharePoint, OneDrive etc.

Create Folder (Async) - This flow action enables you to create folders asynchronously in various external storages, such as Google Drive, SharePoint, OneDrive, and more.

Create Microsoft Team - This flow action allows you to automate the creation of a Microsoft Team directly from Salesforce, useful to streamline collaboration by setting up Teams tailored to specific business scenarios.

Create Salesforce File - This flow action enables you to copy a file from external storage into Salesforce as a Salesforce File using file's metadata details as input to identify and retrieve the external file.

Create Salesforce Files (Batch) - This flow action allows you to copy multiple files from external storage into Salesforce as Salesforce Files in a single action processesing multiple files at once.

Create SharePoint Site - This flow action allows users to automate the creation of new SharePoint sites directly from Salesforce.

Delete Attachment - This flow action allows you to disconnect an already linked resource (file or folder) from a Salesforce record.

Delete Resource - This flow action allows you to delete a resource (file or folder) in a connected external storage, handling deletion of a single resource or multiple resources in one execution.

Get Attachments - This flow action allows you to retrieve all the Resource (files or folders) connected to a Salesforce record through CloudFiles.

Get Connected Folder - This action can be used to get a single attachment of type "folder" for a Salesforce record.

Get Files Connect Resource Id - This action can be used to get "Files Connect Resource Id" for a file/folder stored in external storages.

Get Folder Contents - This action outputs all the files and folders within a queried external storage folder as a collection of resources.

Get Resource Details - This action allows you to retrieve comprehensive metadata details of an external storage resource by inputting known metadata information, even if only a few parameters are available.

Get Resource Property - This action can be used to retrieve specific property values of a specific resource.

Get Salesforce Files - This flow action enables retrieval of IDs of all Salesforce files attached to a specific Salesforce record particularly useful when you need to perform further operations on these files, such as processing, sharing, or deleting them in bulk.

Move Resource - This action can be used to move a file or folder from one location to another within the same external storage drive.

Search by Resource Metadata - This action is a specialised feature designed for use with SharePoint and MS Teams, focusing on custom properties that allows users to efficiently search and manage resources(files & folders) by tags (metadata columns).

Set Resource Property - This action automates the process of updating or assigning metadata property values for resources across multiple storage systems.

Set Resource Property (Batch) - This flow action extends the functionality of the standard Set Resource Property flow action, enabling you to process multiple resource property updates in a single action instead of configuring multiple individual actions.

Update Permissions - This action can be used to set permissions of a file/folder in external storage like SharePoint, Google Drive etc.