In order to access your main admin dashboard, make sure you are a CloudFiles admin. Follow the steps below -

You will not be able to access the setup tab if you are not a CloudFiles Admin

This will take you to CloudFiles Dashboard. You can manage your billing, teams and other controls through this dashboard. Refer to our help articles on 

Setting icon shown below will not appear if you are not a CloudFiles Admin

Learn how to access the main admin dashboard for CloudFiles by following these simple steps. Only CloudFiles admins can access the setup tab and see the settings icon. The CloudFiles Dashboard enables users to manage billing, teams, and other controls. Fi

I cannot see any SharePoint sites in Content Library Tab

How to access CloudFiles Admin Dashboard from Salesforce

How to purchase licenses

CloudFiles Salesforce

Salesforce

Installation guide

Connect external folder to a record

Access, share and track a file

Share files in experience cloud (community)

Document Generation with CloudFiles

Quick Starts

Document Generation Test Drive

Automatic Folder Structures Test Drive

Nested Folders based on Object Relationships Test Drive

Template Folder Cloning Test Drive

Move SFDC Files to External Storage Test Drive

Copy Email Attachments to Case Folders Test Drive

Custom Object Creation on File Upload Test Drive

Move Lead folder to Account folder on conversion

CloudFiles Widget Configurations Test Drive

Update Sharepoint Folder Name Test Drive

Document Management & Sharing Test Drives

Document AI Playground Test Drive

KYC Upload Checker using AI

Document AI Test Drives

Test Drive

Content Library

Automations

CloudFiles Permissions

Using a service account

Document Generation configuration

Adding CloudFiles widgets to Salesforce Classic

Field Service Lightning Support

CloudFilesUploader Component

Features

Assign User Licenses

Unassign User Licenses

Create Folder

Create Attachment

Get Attachments

Delete Attachment

Get Connected Folder

Get Folder Contents

Get Event Details

Copy Salesforce Files

Get Resource Details

Copy Resources

Move Resource

Delete Resource

Get Resource Property

Set Resource Property

Set Resource Property (Batch)

Create Dataroom

Add to Dataroom

Create File Request

Get Files Connect Resource Id

Create Link

Create File Connect Files

Update Permissions

Search by Resource Metadata

Create Folder (Async)

Create Microsoft Team

Create SharePoint Site

Delay

Generate Document

Generate Document (Sync)

Generate Document  (Batch)

Get Salesforce Files

Process Document using AI

Create Salesforce File

Create Salesforce Files (Batch)

Query Document

Query Document (Batch)

Share With Community User

Split Document using AI

Update Link Settings

Remove from Community

Flow Actions

CloudFiles Event Object

CloudFiles Event Handler Flow Template

Content Version Created

Content Version Created Batch

Salesforce File Copied

Salesforce File Attached

Folder Created

Document Split

File Received

File Replaced

File Viewed

File Uploaded

Resource Attached

Resource Updated

Document Generated

Document Processed

Error Event

Resource Cloned

Resource Deleted

All Event Types

Platform Events

Building an AI-Powered KYC Upload Checker

Create Automated Folder Hierarchies for Managing External Files from Salesforce Objects

Automated nested folders creation based on object relationships

Automatically moving files from Salesforce storage to external storage

Copy Email Attachments to Case Folders in external storage if Email-to-Case is activated

Renaming a folder in Sharepoint when the Record is updated

Tutorials

Document Generation Set-up

Template - Resources

Template - Actions

Template Creation

Generating Documents

Document Generation

Create Folders

Create Folders Async

Create Attachments

Create Links

Update Resources

Move Resources

Create Datarooms

Add To Dataroom

CloudFiles Client

Dataroom

Generated Document

DocGen Params

Salesforce File

Resource

Resource List

Link

Attachment

Event

Input & Output Types

Types

Upload files from Salesforce to any cloud storage with Apex

Examples

Apex

How do I check my consumed automation credits?

How do Experience Cloud Licenses work?

What is an Automation Action

What is an AI credit

How to reset the Salesforce <> CloudFiles Connection

Why are various third party accesses asked during installation

How to install CloudFiles in Salesforce Professional Edition

How are Cloud Drive permissions handled by the CloudFiles

Failed flow is executing multiple times

SharePoint Permissions

How to get CloudFiles API key

Thumbnails not working in LWC

How to integrate Azure Blob storage with CloudFiles

How to integrate AWS S3 bucket with CloudFiles

How to make existing Salesforce records work with CloudFiles

Whitelist CloudFiles IP Addresses in Salesforce

FAQs

CloudFiles Implementation Support

How to give CloudFiles Support the access to your Salesforce account

Support