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 docid\ lccvzemnw613tscgwi7jt 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 docid\ mpudihcx2 wn1icrmxq5a 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 docid 8 sv dpeahu2edkutqppf 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 docid\ p9onseibv1vnc6vof0qvv 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 docid\ n9drwzcz9siz8tqenaydo 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 docid\ uvus0372jfyyndk zmbqj 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 docid\ zr9wnn22rfefjfckiwh n 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 docid\ sb9edoaaakc0mairqey4o 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 docid\ csprqedtdhjon0covyaum in this article, we'll explore how cloudfiles can automatically rename a record's folder when the record name is updated external file sharing & collection via cloudfiles datarooms docid\ sgbovtj3st czylnptzpp in this article, we'll see how cloudfiles enables secure external sharing and file collection through auto generated datarooms and cloudfiles links