External File Sharing & Collection via CloudFiles Datarooms

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 docid\ jklr1skejfyjuev13cko — and the process takes less than a minute to complete 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 3 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 docid\ oreypvptsnqx kolc6wns , add to dataroom docid\ apdqigjnbsmujyy4qcdqp and create link docid\ naag8un025cazhe5hggcl 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 docid\ cgjldtde3usa oibbwgpn article to continue testing