Document Management & Sharing

Updated Jul 9, 2026·1 min read

This guide is your go-to resource for installing, configuring, and maximizing the 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 key sections:

Installation: Setting up CloudFiles in your Salesforce instance — installing the package from the Salesforce AppExchange, understanding the components included, and reviewing the technical requirements to ensure compatibility.
Configuration: Set up and customize the app to fit your business needs — connect your Salesforce org to a CloudFiles account, integrate external storage providers like SharePoint, Google Drive, and AWS, and manage user permissions.
Features: The powerful features of CloudFiles in Salesforce, including custom widget flow actions, automation, and more.
Sharing Add-On: The document sharing add-on enhances CloudFiles document management by enabling secure, customizable links for external file or folder access — setup, access controls, and activity tracking for shared documents.
Experience Cloud: How CloudFiles integrates with Salesforce Experience Cloud to securely share files and folders with external users — enabling Experience Cloud sharing, configuring permissions, and using CloudFiles widgets on Experience Cloud pages.

Generating Documents

Installation