Create the CloudFiles quick action
- To use goto the setup -> Object Manager -> select object you want to have access the widget with
- Select Button Links and action -> New action
- In the new action form select action type as Lightning Web Component and the lightning web component as cldfs:cloudFilesAttachmentsAction
- If you need a special widget configuration to limit the action inside the widget at the end of the "Name" add "wcid_XXX" XXX being the 32 digit widget config it. The limit for name is 80 characters so should not be an issue. eg. Show_Cloudfiles_wcid_55sgqbfgf681jrpgvv2tm195sm2wq3yf
- Save the action.
- Go to Page layout -> Account layout
- You will see the newly created action under mobile and lightning action.
- drag and drop the action into the Salesforce Mobile and Lightning Experience Actions and click save.
- Now you will be able to see and use the action in the account page for both web and mobile ui.
What works in the Salesforce mobile app and Field Service Mobile
On a phone, the CloudFiles widget shows a simple list of files and folders, whether it's added as a quick action or placed on the record page. Users can:
- Browse folders. Tap a folder to open it, and use the folder path at the top to go back.
- Preview files. Tap a file to preview it, or choose Preview from the file's menu.
- Upload files and photos. Tap Upload to add files or photos from the phone. You can also create folders.
- Download files. Download a file, or download it as a PDF where your admin allows it.
- Open files in storage. Choose Open in SharePoint (or your connected storage) to open a file or folder there.
- Manage files. Rename, replace, move or delete files and folders, depending on your permissions.