Document Management & Sharing

this guide is your go to resource for installing, configuring, and maximizing cloudfiles document management tool within your salesforce org whether you’re setting it up for the first time or looking to streamline your document management workflows, this documentation will walk you through everything you need cloudfiles integrates seamlessly with salesforce, enabling efficient document storage, secure sharing, and powerful automation across multiple cloud storage platforms get started with these two key sections installation docid 4krveu7vpu8bjlavpo7au the installation section covers the process of setting up cloudfiles in your salesforce instance it walks through installing the package from the salesforce appexchange, understanding the components included in the package, and reviewing the technical requirements to ensure compatibility this section ensures that cloudfiles is properly installed and ready to use in your org configuration docid\ d5x57u0hst0ik3myylzci once cloudfiles is installed, the configuration section helps you set up and customize the app to fit your business needs it includes steps to connect your salesforce org to a cloudfiles account, integrate external storage providers like sharepoint, google drive, and aws, and manage user permissions this section ensures that cloudfiles is fully functional, allowing users to store, manage, and share documents efficiently while maintaining security and access control features docid\ rjzy8cegkrtemy2wzvy7i this section highlights the powerful features of cloudfiles in salesforce it walks you through using advanced functionalities like custom widget flow actions, automation etc