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 - 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 - 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.