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 cloudfiles widgets guide docid\ ocx00ualpzjp4zueigly5 this article provides an overview of cloudfiles widgets, built to streamline document management, generation, and ai processing within salesforce these widgets enable seamless interaction with documents directly inside salesforce supporting both internal workflows and external file sharing, with flexible configuration options for different object types cloudfiles permissions docid\ eaf8qyqddda2675pdabz5 this article explains the custom permissions available in the cloudfiles app, which help control access to various features it also introduces 3 pre built permission sets based on common usage patterns which can be easily modified to fit specific organizational needs content library docid\ wtj62wux2a6hgfwvpm4ij in this article, you will see how cloudfiles content library tab can be used to explore any supported external storage from within salesforce field service lightning support docid\ vnl5wsotrpea2trkucjyj this article explains how to set up a custom action in the field service lightning app to integrate cloudfiles widgets it outlines steps to create a lightning web component action, apply specific widget configurations, and add the action to page layouts image resize feature docid\ imyvhlaaalyx22stayuho this article introduces the image resize feature in cloudfiles, which allows users to resize and compress images using shareable links and simple url parameters using a service account docid\ m3zvzmlkd9 k8fdfhkfik this article guides users on connecting external cloud storage services to salesforce using a service account through the cloudfiles app it explains how to access and explore content library, retrieve metadata, and share resources with salesforce public groups it also covers switching between service and user accounts for flexible document management and sharing utilize cloudfiles widget in custom screen flows docid\ i35fgz2ci5ntjgzv3gm2l in this section, we explain a common use case that demonstrates how to use the cloudfiles widget effectively with screen flows to display related files on a record widget configuration guide docid\ dmk g9ppl4ztdgqiyzcft in this article, we’ve covered how you can customize the appearance and behavior of the widget for each salesforce object type using the widget configuration settings this guide walks you through the configuration options available for customizing the widget’s behavior and appearance widget flow actions in cloudfiles docid\ dk 1jq9encvg5qzcunybw 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