FAQs

your go to resource for resolving common questions about cloudfiles installation, configuration, automation, integrations, troubleshooting and more how to use this list? all faqs are organized into categories to make it easy to find what you need (this) master faq list provides concise summaries of all topics at a glance category pages contain more detailed, self sufficient summaries for each topic detailed articles offer step by step guides, screenshots, and examples browse the categories below to locate your topic start with the summaries, and if you need more detail, simply click into the full article for in depth instructions 💡 tip use ctrl + f to quickly search for any keyword or topic on this page explore popular topics how are cloud drive permissions handled by the cloudfiles explore understanding sharepoint permissions in cloudfiles explore troubleshooting and resolving common issues explore / 🚀 installation & setup how to install cloudfiles in salesforce professional edition docid 49cnhuit6vio9fe19fpnl in this article, we have covered about the installation process you don't have to buy the api add on too! why are various third party accesses asked during installation docid 0 smy9ypbbnbimyfjbk6 learn about the reasons for these accesses requested by third parties how to reset the salesforce <> cloudfiles connection docid\ rrwysfwyz76z4wtpqy4oe sometimes you may want to reset the connection between salesforce & cloudfiles learn about when and how to do it whitelist cloudfiles ip addresses in salesforce docid\ gyxvjikbirzt0siffl34i this guide provides the necessary steps to whitelist ip addresses in your salesforce environment if ip restrictions are enabled ⚙️ configuration & administration how to access cloudfiles admin dashboard from salesforce docid\ kzmsf6gt8uyceyyycbz7b 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 how to purchase licenses docid\ ootweit5nkzsxiwl oskm in this article, we have covered how you can purchase different types of cloudfiles licenses how do experience cloud licenses work? docid\ ymlj 9looe3gusenrpadf cloudfiles community license supports all experience cloud types of salesforce in this article, we have covered how these experience cloud licenses work how to get cloudfiles api key docid\ lg6kyt8hreyzwmfgwkmly at times, you might want to use cloudfiles rest apis and in this article, we have described how you can find and use it 📁 storage and integration how are cloud drive permissions handled by the cloudfiles docid\ efnsfysczztqcvxhiyuam 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 i cannot see any sharepoint sites in content library tab docid\ hkdlb9grpoad9dys4hj8w 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 sharepoint permissions docid\ n3la1fhp2ofrgk5pmtb2w 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 why do i see more sites in salesforce which i generally don't see in sharepoint? docid\ fzmnh3ogumgbdy6 g9h2k when using cloudfiles in salesforce, you may notice a longer list of sharepoint sites than what you typically see in the sharepoint interface this article covers the reasons as well as the steps to register required sites how to integrate aws s3 bucket with cloudfiles docid\ ftubenkcyzu7ztrcorzng 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 how to integrate azure blob storage with cloudfiles docid\ eb9cszglxkvnz3wwbdnmm in this tutorial, we will cover step by step process to help you connect your azure blob storage container with cloudfiles how to enable auto sync on azure blob docid\ tpsmysugvjfd3xaobbksi set up auto sync between azure blob and cloudfiles by creating an event subscription, adding webhooks, and configuring filters so file changes sync automatically with salesforce explore storage specific queries sharepoint faqs docid\ kfefs 947syo00m5ion1r aws s3 faqs docid\ o5qi7zfkvfv2ugheugzod azure blob faqs docid\ iyrekntzkq8jtdhlqruxj 🧠 automation & ai what is an automation action docid 3u1lbwltslfwlqrtkp2n2 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 what is an ai credit docid\ wghx17a7jjenffd4c5atp in this article, we have explained what is an ai credit and how it can be consumed how do i check my consumed automation credits? docid 7kl2fykiaqlusb5m1gumm in this article we have covered how you can check your consumed automation credits how to make existing salesforce records work with cloudfiles docid\ c9rok 9f2vch1envfpaxd 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 🛠️ common errors & troubleshooting failed flow is executing multiple times docid\ rkpyrnjzz41gelmy37y y 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 thumbnails not working in lwc docid\ fn2dykjcmqcoktdzu6eme if thumbnails are not working in lwc, follow the steps outlined in this article to resolve this issue why are all my users seeing admin settings? docid\ iol 5dbh a3xki3sk9m92 the app was installed for all users instead of admins only, giving everyone access to admin settings uninstall and reinstall cloudfiles with “admins only” access, then assign roles using permission sets why am i seeing a “you need cloudfiles license to access this widget” message? docid ec52kl1bh19v65qjy3yi this happens when the user isn’t registered in cloudfiles or their license is inactive ask the user to click the widget to register, then activate their license under user management in the cloudfiles app 403 error “paid plan is required to use salesforce workflows” – why is my flow failing? docid\ grhfsl65x oxrbjnal7tc this error appears when your cloudfiles plan is inactive or your trial has expired salesforce workflows using cloudfiles actions require a valid subscription reactivate your plan or contact support to continue using automation features