Document Management & Sharing
Configuration

External Storage / Library Configuration

cloudfiles allows seamless integration with multiple external storage providers, enabling users to store, access, and manage files within salesforce this section guides you through setting up and managing external storage libraries getting started once your cloudfiles account is set up, you will land on the home tab follow these steps to configure your storage libraries 1 navigate to the "document management" tab – this is where you access all cloudfiles settings 2 click "start trial" if you don't have a subscription yet 3 select libraries to work with – click "+" to add libraries and proceed with the setup 4 setup home – explore quick setup guides and resources 5 manage libraries – use the sidebar to connect new libraries or modify existing ones 6 library specific configuration – once a library is connected, additional configurations based on the storage provider will be required supported storage libraries cloudfiles supports a wide range of external storage providers sharepoint docid\ mgmb8m79dibqajq0bjqwn google drive docid\ yw5ecpuh6pslrxufu3jeo onedrive docid\ z2osuwztdswakzngtizov aws s3 docid\ hki11s4ey3sqked4dwxqj azure blob docid\ ou6c9hwuscmxdjjuukyhc ms teams docid\ zddunmd6tnrga ckziybd box docid\ nqgnurzorltfmyucd5pzx dropbox docid 6wpd0e20mrdwvf7y0jg1h sftp library docid\ nakyyevr5yvrle07lhe78 cloudfiles docid\ clslackvno4 3zaplpaxs if customer wants to use cloudfiles as a storage each library has specific configuration steps and settings, which are detailed in their respective subsections