Document Management Tutorials

welcome to the document management tutorials category this section contains a collection of step by step guides to help you get the most out of cloudfiles’ document management features browse through the list below to get started create automated folder hierarchies for managing external files from salesforce objects docid\ ynzb pjpdnjkkttmq1p t 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 automated nested folders creation based on object relationships docid\ psfjgmjbo9zc3uus pxrr 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 docid\ uagdkc286poziiqcaz53p 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 docid\ gqodu9cre1 5p9lyr5b q 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 move lead folder to account folder on conversion docid 4dcrs43ze53skaj0joq b 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 docid\ c1r 8vnpbz1bqvtu9gjek 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