Document Management & Sharing

Features

This section highlights the powerful features of CloudFiles in Salesforce. It walks you through using advanced functionalities like custom widget flow actions, automation etc.

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Widget Flow Actions in CloudFiles - Enhance automation with CloudFiles' Custom Actions through internal widgets in Salesforce, allowing you to trigger Screen Flows or Autolaunched Flows directly from the widget. You can configure both Resource Actions (for individual resources) and List Actions (for multiple resources) to streamline your document management workflows.