Document Management & Sharing
Experience Cloud
salesforce experience cloud is used to create portals where external users such as customers or partners can access salesforce data cloudfiles extends experience cloud by allowing files and folders (from cloud storage) to be shared securely with these external users it provides a way to control which documents are visible and what actions users can perform on them this makes experience cloud an effective solution for external collaboration and document exchange docid\ qdxgosx1k7rffitkwl4pq experience cloud sharing is enabled in the experience cloud section under document management in the cloudfiles app once enabled, cloudfiles widgets can be used in experience cloud sites to securely share files and folders with external users these widgets surface content from salesforce records or content libraries and make it available based on the selected configuration and user permissions the cloudfiles widget can be added to any experience cloud page, including record pages, home pages, and custom community pages the widget acts as the primary interface through which experience cloud users interact with shared content docid\ pf9zjwi2z0a17sggm0tr2 access to experience cloud functionality in cloudfiles is controlled by the cloudfiles external users permission set this permission set defines which experience cloud users can access cloudfiles features and what actions they can perform on files and folders you can adjust these permissions to match your business requirements and control widget visibility, access levels, and available operations docid 3736weo1 lridifqp5j70 cloudfiles provides multiple ways to share files and folders with experience cloud users you can share content automatically through a default configuration, manually through the cloudfiles record widget or content library, or trigger sharing through salesforce flow each method controls when files are shared and how access is granted experience cloud users can view and interact with files based on the permissions assigned to them