Document Management Tutorials

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.

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.

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.