Introduction

In this test drive, we will explore how CloudFiles can automatically create externally shareable links for sharing files and collecting uploads using Datarooms. This enables you to:

  • Share multiple folders and files from external storage
  • Receive uploaded files from users who don’t have access to your Salesforce org or connected storage

This entire setup is powered by Salesforce Flows and CloudFiles Flow Actions — and the process takes less than a minute to complete.

Refer to the below video to understand what to expect in this test drive -

Instructions

To test out this feature, follow the simple instructions below :

  1. Go to 'Leads' tab and create a new Lead.
  2. This creates a SharePoint folder, with a specific folder structure visible in the 'Files' tab.

  1. A cloudfiles link shall also be updated into the 'Dataroom Link' Field on the Lead.

The Dataroom Link field on the Lead record will be auto-populated with a CloudFiles URL.

This link is externally shareable and enables two key things:

  • Viewing resources in selected folders (e.g., “Shared Files” and “Documentation”)
  • Uploading files directly into “Documentation” via a file request section

Flow execution and folder creation may take some time (a few seconds to a minute). If you don't see anything in the Files Tab, try refreshing the CloudFiles widget a couple times.

Implementation

Here’s how this is set up behind the scenes:

  • A Record-Triggered Flow launches when a Lead is created.
  • It performs the following actions:
    • Create Lead Folder in SharePoint and attaches it the record.
    • Create Subfolders including 'Documentation' & 'Shared Files'
    • Create a CloudFiles Dataroom for the Lead
    • Add folders 'Documentation' & 'Shared Files' to Dataroom as shared resources
    • Create a File Request pointing to the Documentation subfolder
    • Generate a CloudFiles Link for the Dataroom and update it on the Lead

These are powered by CloudFiles Flow Actions Create Dataroom , Add to Dataroom and Create Link .

Beyond this Test Drive

This demo addresses a common use-case: enabling resource sharing and file collection via Datarooms for Leads. However, you can tailor this setup for your business needs:

  • Works with Google Drive, OneDrive, Dropbox, AWS S3, Azure, and more — not just SharePoint
  • Add any number of files/folders as resources and configure multiple File Request sections
  • Whitelabel Datarooms to match your brand (logo, theme, subdomain)
  • Add security controls to shared links: email validation, expiration dates, passwords
  • If you don't need a full Dataroom, you can share individual files or folders via CloudFiles links

There are other test drives available that might be of interest to you as well. Head back to the Test Drive article to continue testing