Flow Actions
This collection consists of all salesforce flow action and component related articles that are provided out of the box by CloudFiles-Salesforce integration
Create Folder - This action creates a folder in a desired destination on any cloud storage. This means you can automatically create folders in Google Drive, SharePoint, OneDrive etc.
Create Attachment - This action attaches a file or folder to a Salesforce record. Files & Folders attached to a record show up in the CloudFiles widget on the record page in Salesforce.
Get Attachments - This action can be used to retrieve all attachments related to a Salesforce record.
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.
Delete Attachment - This action lets you disconnect a file/folder from a Salesforce record.
Get Connected Folder - This action can be used to get a single attachment of type "folder" for a Salesforce record.
Copy Salesforce Files - This action lets you copy a file from Salesforce storage to external storage like SharePoint, Google Drive etc.
Copy Resources - This action can be used to copy a file or folder to a given destination.
Get Folder Contents - This action outputs all the files and folders within a queried external storage folder as a collection of resources.
Move Resource - This action can be used to move a file or folder from one location to another.
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".
Get Resource Property - This action can be used to get a Resource’s property value
Set Resource Property - This action can be used to update/set an external resource’s property.
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.
Add to Dataroom - This action lets you add content to a dataroom.
Create File Request - This action helps you to create a file request block. It's a way to receive files from customers. Files received using a File Request can be moved to a preconfigured folder automatically.
Get Files Connect Resource Id - This action can be used to get "Files Connect Resource Id" for a file/folder stored in external storages.
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.
Create File Connect Files - This action can be used to create a Files Connect object for a file uploaded/copied through CloudFiles.
Update Permissions - This action can be used to set permissions of a file/folder in external storage like SharePoint, Google Drive etc.
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).
Generate Document - This action can be used in Salesforce Flow Builder to automate the document generation process.
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.
If you use a record triggered flow, make sure you run this action on an asynchronous path as shown below.
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.