Doc Sharing Flow Actions

Create Dataroom - This action lets you create a Datatoom - which is a way to share multiple files & folders with customers and to receive files from them.

Add to Dataroom - This action lets you add content to a dataroom.

Create File Request - This action helps you create a file request block. It's a way to receive files from customers.

Create Link - This action creates a shareable link of a file, folder or dataroom that can be copied to a Salesforce property for later use.

Update Link Settings - This flow action can be used to update security policies on your created CloudFiles links. The settings include disabling the link, restricting access to the link to specific users, protecting the link with a password etc.

Share With Community User - While the Create Attachment flow action connects external files or folders to Salesforce records, enabling users to access them via the CloudFiles Lightning Web Component (LWC) on record pages. This functionality also works in Experience Cloud, allowing organizations to share resources with portal users while controlling access through sharing settings.

Remove from Community - This flow action allows you to unshare a resource (file or folder) from a Salesforce record particularly useful when a resource that was previously shared with a Salesforce record and its associated portal users via Experience Cloud needs to be restricted or removed.