Sometime you may want to give CloudFiles team the access to your Salesforce account for setup or troubleshooting an issue.

We take user privacy and compliances very seriously. When you provide us the access to your Salesforce account, we do not interact with your data. Our access is governed by various policies and compliances. You can learn more about it on our trust center - 

Please follow the instructions below to give us the access to your Salesforce account - 

After granting the access, please let us know via email or live chat.

Learn how to grant access to your Salesforce account for setup or troubleshooting to the CloudFiles team. Follow these simple steps and ensure user privacy and compliance. Find more information on their trust center website.

CloudFiles Implementation Support

How to give CloudFiles Support the access to your Salesforce account

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

Create Folder

Create Attachment

Get Attachments

Get Resource Details

Delete Attachment

Get Connected Folder

Copy Salesforce Files

Copy Resources

Get Folder Contents

Move Resource

Get Event Details

Get Resource Property

Set Resource Property

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

Generate Document

Generate Document (Sync)

Process Document using AI

Query Document

Query Document (Batch)

Flow Actions

CloudFiles Event Object

CloudFiles Event Handler Flow Template

Document Processed

Document Generated

File Uploaded Event

Resource Attached Event

Resource Updated Event

Salesforce File Copied Event

Salesforce File Attached Event

Error Event

File Viewed Event

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

CloudFiles Client

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?

I cannot see any SharePoint sites in Content Library Tab

How to access CloudFiles Admin Dashboard from Salesforce

How to purchase licenses

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

Support