Features

Adding CloudFiles widgets to Salesforce Classic - In this article, we have described how CloudFiles provides a number of Lightning web components that make it easy for Salesforce Lightning users to access and share their files from cloud storages inside Salesforce.

Automations - In this article we will throw a light on how CloudFiles is an automation first product. Anything that you can do from CloudFiles user interface, can be automated. Learn how you can achieve various automations.

Content Library - In this article, we have described how CloudFiles Content Library tab can be used to explore any supported external storage from within Salesforce.

CloudFiles Permissions - In this article, we will cover about CloudFiles permissions. CloudFiles app comes with custom permissions that can be used to control the access to various features of the app. You can always modify these permission sets according to your needs.

CloudFilesUploader Component - This section explains how CloudFilesUploader component can be used in screen flows to facilitate file uploads.

CloudFiles Widgets Guide - In this article, we have explained how CloudFiles Widgets integrate seamlessly with Salesforce, enabling efficient document management, document generation, and document AI functionalities.

Document Generation configuration - This section will guide you through the initial steps required to configure and set up the CloudFiles Document Generation feature within your Salesforce environment. We will start by installing the CloudFiles Word add-in and then connecting it to your Salesforce org. Once this is done, we will set up the CloudFiles Document Generation Lightning Web Component (LWC) to help you get started with generating Word documents or PDFs using Salesforce data.

Embed CloudFiles widget in custom lightning web components - This section explains how, like all other packaged Lightning Web Components, the CloudFiles widget can be embedded into your organization's custom code. It also outlines the steps required to successfully implement this integration.

Field Service Lightning Support - This section explains how to create custom action in field service lightning app.

Using a service account - In this article, we have described how Service Account (admin) user can share any of the resources from the connected Library to make them accesible to a specific Salesforce Public group users and much more.