Flow Actions

List of Actions

This collection consists of all salesforce flow action and component related articles that are provided out of the box by CloudFiles-Salesforce integration.

1

Assign User Licenses - This flow action enables Salesforce administrators to automate the assignment of CloudFiles product licenses to users particularly useful in workflows where licenses need to be assigned efficiently without manual intervention.

2

Unassign User Licenses - This flow action allows Salesforce administrators to automate the removal of CloudFiles product licenses from users.

3

Create Folder - This flow action allows you to create a folder in a connected external storage system by specifying the folder name and its location. This means you can automatically create folders in Google Drive, SharePoint, OneDrive etc.

4

Create Attachment - This action attaches a file or folder from an external cloud storage to a Salesforce record. Files & Folders attached to a record show up in the CloudFiles widget on the record page in Salesforce.

5

Get Attachments - This flow action allows you to retrieve all the Resource (files or folders) connected to a Salesforce record through CloudFiles.

6

Delete Attachment - This flow action allows you to disconnect an already linked resource (file or folder) from a Salesforce record.

7

Get Connected Folder - This action can be used to get a single attachment of type "folder" for a Salesforce record.

8

Get Folder Contents - This action outputs all the files and folders within a queried external storage folder as a collection of resources.

9

Get Event Details - This action can be used to get the details of a CloudFiles Event. This action should only be used in Platform Event Triggered flows, filtered on "CloudFiles Event".

10

Copy Salesforce Files - This action lets you copy native Salesforce files to a desired location in external storage.

11

Get Resource Details - This action allows you to retrieve comprehensive metadata details of an external storage resource by inputting known metadata information, even if only a few parameters are available.

12

Copy Resources - This action can be used to copy a file or folder from one location to another within the same connected external storage.

13

Move Resource - This action can be used to move a file or folder from one location to another within the same external storage drive.

14

Delete Resource - This flow action allows you to delete a resource (file or folder) in connected external storage.

15

Get Resource Property - This action can be used to etrieve specific property values of a a specific resource.

16

Set Resource Property - This action automates the process of updating or assigning metadata property values for resources across multiple storage systems.

17

Set Resource Property (Batch) - This flow action extends the functionality of the standard Set Resource Property flow action, enabling you to process multiple resource property updates in a single action instead of configuring multiple individual actions.

18

Create Dataroom - This action lets you create a Datatoom - which is way to share multiple files & folders with customers and to receive files from them.

19

Add to Dataroom - This action lets you add content to a dataroom.

20

Create File Request - This action helps you to create a file request block. It's a way to receive files from customers.

21

Get Files Connect Resource Id - This action can be used to get "Files Connect Resource Id" for a file/folder stored in external storages.

22

Create Link - This action creates a shareable link of a file, folder or dataroom that can be copied to a Salesforce property for later use.

23

Create File Connect Files - This action can be used to create a Files Connect object for a file uploaded/copied through CloudFiles.

24

Update Permissions - This action can be used to set permissions of a file/folder in external storage like SharePoint, Google Drive etc.

25

Search by Resource Metadata - This action is a specialised feature designed for use with SharePoint and MS Teams, focusing on custom properties that allows users to efficiently search and manage resources(files & folders) by tags (metadata columns).

26

Create Folder (Async) - This flow action enables you to create folders asynchronously in various external storages, such as Google Drive, SharePoint, OneDrive, and more.

27

Create Microsoft Team - This flow action allows you to automate the creation of a Microsoft Team directly from Salesforce, useful to streamline collaboration by setting up Teams tailored to specific business scenarios.

28

Create SharePoint Site - This flow action allows users to automate the creation of new SharePoint sites directly from Salesforce.

29

Delay - This flow action can be used in flows to add a pause to the flow execution, especilly in Asynchronous flow executions.

30

Generate Document - This action can be used in Salesforce Flow Builder to automate the document generation process.

31

Generate Document (Sync) - This flow action operates synchronously, providing immediate outputs after execution. This differs from the asynchronous Generate Document action, which publishes a Document Generated CloudFiles Event without immediate results.

32

Generate Document (Batch) - This flow action allows you to automate the generation of multiple documents in a single action within Salesforce Flow Builder.

33

Get Salesforce Files - This flow action enables the retrieval of the IDs of all Salesforce Files attached to a specific Salesforce record particularly useful when you need to perform further operations on these files, such as processing, sharing, or deleting them in bulk.

34

Process Document using AI - This flow action prepares a document for querying by processing it first, enabling subsequent interactions with the document through CloudFiles Document AI.

35

Create Salesforce File - This flow action enables you to copy a file from external storage into Salesforce as a Salesforce File using file's metadata details as input to identify and retrieve the external file.

36

Create Salesforce Files (Batch) - This flow action allows you to copy multiple files from external storage into Salesforce as Salesforce Files in a single action processesing multiple files at once.

37

Query Document - This flow action enables to execute Natural Language Prompts on the data of the documents that have already been processed using Process Document using AI action.

38

Query Document (Batch) - This flow action enables to execute multiple queries on the data of a processed document in a single action.

39

Share With Community User - This action enables a specific resource sharing explicity with either Salesforce records for Experience Cloud pages or directly with users or groups through the Content Library Widget.

40

Split Document using AI - This flow action enables automated splitting of merged PDF files stored in Salesforce or external cloud storage into individual documents.

41

Update Link Settings - This flow action can be used to update security policies on your created CloudFiles links. The settings include disabling the link, restricting access to the link to specific users, protecting the link with a password etc.

42

Remove from Community - This flow action allows you to unshare a resource (file or folder) from a Salesforce record particularly useful when a resource that was previously shared with a Salesforce record and its associated portal users via Experience Cloud needs to be restricted or removed.

Adding actions in flows

Create a standard Salesforce flow. You can choose to have any type of trigger conditions here. Then add an element and choose actions. If you have CloudFiles correctly installed and connected, you can find the Create Folder action in the CloudFiles category.

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If you use a record triggered flow, make sure you run this action on an asynchronous path as shown below.

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Action Limits

Each flow action above may include one or more API calls made to the CloudFiles server. Depending on the type of action, this contributes either one or more action executions. These executions are counted towards the automation action limits defined for each tier.

You can use the following list as a reference to understand how your flow actions will contribute towards the automation action limits -

These actions contribute a count of 1 each time they are executed - Create Folder, Create Attachment, Get Attachments, Delete Attachments, Create Dataroom, Create File Request, Add to Dataroom, Create Link, Get Event Details, Get Connected Folder, Get Files Connect Resource ID, Create Files Connect Files, Update Permissions, Get Folder Contents, Get Resource Property, Set Resource Property, Get Salesforce Files

These actions contribute a variable count to the limit each time they are executed - Copy Salesforce Files, Copy Resources, Move Resources. The count contributed depends on the number of resources passed into the action. E.g. if 2 files are passed into the Copy Resources action, this will contribute a count of 2 towards the limit.

These actions are not counted towards the limit since they are not used in everyday flows - Create Folder Async, Other Async actions used for migration purposes.