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 https //help cloudfiles io/salesforce/how are cloud drive permissions handled by the cloudfiles understanding sharepoint permissions in cloudfiles explore https //help cloudfiles io/salesforce/sharepoint permissions troubleshooting and resolving common issues explore https //help cloudfiles io/salesforce/troubleshooting / 🚀 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! 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 setting up client credentials flow for cloudfiles docid\ f8 cy4v7ggxjljp1ivq e in this article, we explain how to set up client credentials flow for cloudfiles and why it provides a more reliable and cost effective authentication method for the salesforce integration 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 why are various third party accesses asked during installation docid 0 smy9ypbbnbimyfjbk6 learn about the reasons for these accesses requested by third parties ⚙️ configuration & administration cloudfiles settings docid 4jolrhoxltb1iofknqyuq this article walks you through all the settings available in the cloudfiles salesforce settings page external client app vs connected app for cloudfiles integration docid\ teul7lirk2vqwwys0cfjk this article walks you through how cloudfiles connects to salesforce using oauth 2 0 and how access is managed via a connected app or external client app 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 sharepoint faqs docid\ kfefs 947syo00m5ion1r this section answers common questions about using sharepoint with cloudfiles, including issues reconnecting the integration user https //app archbee com/docs/b lib1oaefr7xf6 gqmfd/uirfg0itdr4rsylxxqyu4 , why sharepoint sites may not appear in the content library https //app archbee com/docs/b lib1oaefr7xf6 gqmfd/hkdlb9grpoad9dys4hj8w , how sharepoint permissions https //app archbee com/docs/b lib1oaefr7xf6 gqmfd/n3la1fhp2ofrgk5pmtb2w work within cloudfiles and why additional or hidden sharepoint sites may be visible in salesforce https //app archbee com/docs/b lib1oaefr7xf6 gqmfd/fzmnh3ogumgbdy6 g9h2k each sub article provides guidance on access, permissions, and visibility to help you troubleshoot and configure sharepoint effectively aws s3 faqs docid\ o5qi7zfkvfv2ugheugzod this section answers common questions about using aws s3 storage with cloudfiles, including a step by step guide on azure blob faqs docid\ iyrekntzkq8jtdhlqruxj this section answers common questions about using azure blob storage with cloudfiles, including guidance on how to integrate azure blob storage with cloudfiles docid\ eb9cszglxkvnz3wwbdnmm and enable auto sync on azure blob docid\ tpsmysugvjfd3xaobbksi so files are automatically kept in sync between azure blob storage and 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 existing 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 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 404 error "something went wrong" docid\ fz mui5dil0x0m7u1d21c learn why cloudfiles flows may fail with a 404 error due to missing resources, incorrect paths, permission issues, or misconfigured folder links—and how to fix them admin approval required error when connecting to sharepoint docid\ lravpibksle4lhxuntcut if you see “admin approval required” when connecting sharepoint, it’s due to microsoft azure permissions have an azure admin grant consent to resolve the issue cloudfiles widget show “you need cloudfiles license to access this widget” message docid\ b7rfrayq5nxm 0rqvdfi users seeing “you need cloudfiles license to access this widget” can be fixed by registering the user in cloudfiles and activating their license under user management common issues in 'create folder' flow action and how to resolve them docid\ lji7tqzjzr5wnzvllfgho common create folder errors—like api limits, 404s, expired connections, dml order issues, or invalid characters—can be resolved with proper configuration, permissions, and sequence adjustments context user license failure in salesforce automation docid\ fmxpjk1p0mbrvqlagsdpw automation can fail with “context user doesn’t have a product license” if the executing user lacks a cloudfiles license assigning the appropriate license restores functionality "email not verified” error when connecting salesforce to cloudfiles docid\ eodx60hkwxwwejlo0hamc sandbox users may see “email not verified” when connecting cloudfiles verify the salesforce user email to fix the connection issue experience cloud file upload failure docid 1fxhu04nsoicanx6maz44 file uploads can fail in experience cloud due to missing sharepoint permissions or misconfigured cloudfiles libraries verify access and configuration to resolve 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 invalid refresh token” error in flow docid\ ecx7rv4kpldt4iejm2jcv this article explains the “invalid refresh token” error in cloudfiles, why it occurs and steps to reconnect the integration user to restore flow functionality salesforce cloudfiles connection issues flow actions not triggering even though flow is configured correctly docid\ gpejgpiug5 xaaa npaxq check out these tips for fixing salesforce–cloudfiles connection issues that stop flow actions from running reconnecting the correct salesforce user usually resolves the problem system calloutexception you have uncommitted work pending please commit or rollback before calling out docid\ mvkpsuonihlacc93xbcr flows using cloudfiles can fail with this error when api callouts (like folder creation or document generation) occur after dml operations to fix it, reorder actions so callouts happen before any record updates or use asynchronous actions to separate processing, ensuring flows comply with salesforce transaction rules 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