Browse through the list below to get started -

  • Automated nested folders creation based on object relationships - In this tutorial, we'll automate nested folders creation in any external storage system based on object relationships using CloudFiles-Salesforce Integration. As an example, we'll demonstrate how to generate nested 'Opportunities' folders within associated 'Account' folder when new opportunities are created.
  • Automatically moving files from Salesforce storage to external storage -In this tutorial, we will demonstrate how to automatically move files uploaded to Salesforce storage to an external storage system while deleting the originally uploaded files using Salesforce-CloudFiles integration. We will utilize CloudFiles flow actions to facilitate the file movement process.
  • Copy Email Attachments to Case Folders in external storage if Email-to-Case is activated - In this tutorial, we'll guide you on copying Case email attachments to corresponding Case record's connected folder in any external storage when you have Email-to-Case enabled in your Org using CloudFiles-Salesforce Integration.
  • Create Automated Folder Hierarchies for Managing External Files from Salesforce Objects- In this tutorial, we'll guide you on creating automated folders and sub-folders in any external storage directly from any Salesforce Object using CloudFiles-Salesforce Integration. We will use CloudFiles flow actions to create these automated folders.
  • Delete attached folder when Account record is deleted - In this article, we explain how to automatically delete a related folder from your external storage system (such as Google Drive, SharePoint, or Box) when a Salesforce record is deleted using the CloudFiles–Salesforce integration. This helps ensure that folders and their contents do not remain in external storage after the associated Salesforce records—like Accounts, Opportunities, or Cases—are removed.
  • Enable Custom Actions in CloudFiles Widget: Build an Archive Button with Salesforce Flow - In this tutorial, we'll show how to use the Custom Action functionality of CloudFiles to streamline file management directly from within Salesforce. Custom Actions in CloudFiles allow you to define clickable actions, like Archive, Send E-mail etc., enabling users to trigger tailored Salesforce Flows for advanced automation and control without leaving the record page.
  • Move Lead folder to Account folder on conversion - In this tutorial, we'll guide you on moving Lead folders into their respective Account folders in any external storage automatically on conversion of Lead. We will use CloudFiles flow actions to create these automated folders.
  • Renaming a folder in Sharepoint when the Record is updated - In this guide, we'll show you how to rename an Account folder in Sharepoint linked to an Account record. We'll use CloudFiles flow actions to rename Sharepoint Account folders automatically when the Account name changes.
  • Setting Up a Custom List Action in the CloudFiles Widget - In this tutorial, we'll set up a custom list action in the CloudFiles widget to bulk delete files or folders directly from connected external storage. As an example, we'll demonstrate how to create a "Bulk Delete" button that lets users select multiple items in the widget and remove them permanently from both the storage system (e.g., SharePoint, Google Drive) and the Salesforce record page.