Test Drive
Document Management & Sharing Test Drives
This article contains the list of available test drives related to document management use-cases -
- Automatic Folder Structures Test Drive - In this article, we will check how CloudFiles creates automatic and customizable folder structures using Salesforce flows and shows them right there on the record.
- Nested Folders based on Object Relationships Test Drive - In this article, we will check how CloudFiles can create nested folder hierarchy based on object relationships (e.g. Opportunity folder inside Account Folder).
- Template Folder Cloning Test Drive - In this test drive, we’ll demonstrate how CloudFiles can automatically create folders based on a template with the specified subfolders or files using Salesforce flows and show them right there on the record.
- Move SFDC Files to External Storage Test Drive - In this article, we will check how CloudFiles can copy or move SFDC files of any type or size to external folders based on custom logic.
- Copy Email Attachments to Case Folders Test Drive - In this article, we will check how CloudFiles can copy Case email attachments to external storage like SharePoint using a simple Salesforce flow along with some CloudFiles elements.
- Custom Object Creation on File Upload Test Drive - In this article, we will check how CloudFiles generates custom object records upon file uploads into external storage. These records aid in global file searches and storing file metadata in Salesforce for reporting.
- Move Lead folder to Account folder on conversion - In this article, we will check how CloudFiles can relocate folders linked to records in external storage when record updates occur. For example, moving Lead folder into it's Account folder upon conversion.
- CloudFiles Widget Configurations Test Drive - In this article, we will demonstrate how CloudFiles allows you to edit SharePoint columns values and also enforce mandatory SharePoint columns within the file upload widget.
- Update Sharepoint Folder Name Test Drive - In this article, we'll explore how CloudFiles can automatically rename a record's folder when the record name is updated.