FAQs

This page is dedicated to addressing frequently asked questions (FAQs) about CloudFiles.

1

How do I check my consumed automation credits? - In this article we have covered how you can check your consumed automation credits.

2

I cannot see any SharePoint sites in Content Library Tab - If you're unable to see any SharePoint sites in the Content Library tab of Salesforce, there might a few SharePoint configuration reasons to it. Follow the steps outlined in this article to resolve this issue.

3

How to access CloudFiles Admin Dashboard from Salesforce - Learn how to access the CloudFiles Admin Dashboard directly from Salesforce. Accessing the Admin Dashboard is essential for managing your CloudFiles settings & configurations within your Salesforce environment.

4

How to purchase licenses - In this article, we have covered how you can purchase different types of CloudFiles licenses.

5

How do Experience Cloud Licenses work? - CloudFiles community license supports all Experience Cloud Types of Salesforce. In this article, we have covered how these Experience Cloud licenses work.

6

What is an Automation Action - In this article we have covered about automation actions provided by CloudFiles. CloudFiles provides multiple actions in Salesforce flows to interact with your external storage like creating a folder, updating permissions, copying files form Salesforce to external storage etc.

7

What is an AI credit - In this article, we have explained what is an AI Credit and how it can be consumed.

8

How to reset the Salesforce <> CloudFiles Connection - Sometimes you may want to reset the connection between Salesforce & CloudFiles. Learn about when and how to do it.

9

Why are various third party accesses asked during installation - Learn about the reaons for these accesses requested by third parties.

10

How to install CloudFiles in Salesforce Professional Edition - In this article, we have covered about the installation process. You don't have to buy the API add-on too!

11

How are Cloud Drive permissions handled by the CloudFiles - CloudFiles has been designed in a way that it inherently respects the cloud drive permissions (e.g. SharePoint folder permissions set by an admin). In this article we talk about the mirror drive architecture and how it works with Salesforce to respect the storage permissions.

12

Failed flow is executing multiple times - Sometime you might see multiple error notifications for the failed flows. It would even execute all CloudFiles related actions each time. Learn more about it in this article.

13

SharePoint Permissions - In this article, we have covered about sharepoint permissions, what accesses does CloudFiles need in SharePoint, how to restrict CloudFiles’ access to certain folders, ClouFile's privacy policy etc.

14

How to get CloudFiles API key - At times, you might want to use CloudFiles Rest APIs and in this article, we have described how you can find and use it.

15

Thumbnails not working in LWC - If thumbnails are not working in LWC, follow the steps outlined in this article to resolve this issue.

16

How to integrate Azure Blob storage with CloudFiles - In this tutorial, we will cover step-by-step process to help you connect your Azure blob storage container with CloudFiles.

17

How to integrate AWS S3 bucket with CloudFiles - This guide will walk you through the process of connecting your AWS S3 bucket to CloudFiles using an AWS CloudFormation template. By the end of this guide, you will have created a new stack in CloudFormation and obtained the necessary details to successfully link your S3 bucket to CloudFiles.

18

How to make existing Salesforce records work with CloudFiles - With CloudFiles, you can set up flows to automate tasks like folder creation on record create/update, automatically copying files to external storage on certain events etc. However, unless your Salesforce account is brand new, you would always have exisitng records which need to have the same file/folder setup. In this article, we will see how to achieve this. This process is commonly called Data Migration.

19

Whitelist CloudFiles IP Addresses in Salesforce - This guide provides the necessary steps to whitelist IP addresses in your Salesforce environment if IP restrictions are enabled, to ensure seamless integration with CloudFiles.