How to install CloudFiles in Salesforce Professional Edition
CloudFiles works with Salesforce Professional Edition without needing an API add-on, but automation features are limited due to platform restrictions. You can still use the Lightning Web Component to manage external storage and perform file operations. Install the supported version using the provided link, and follow the same steps as the Enterprise Edition installation guide.
Why are various third party accesses asked during installation
During installation, CloudFiles requests access to specific third-party domains to handle file operations. These include Amazon S3 for storage (*.amazonaws.com), CloudFiles APIs for processing (api.cloudfiles.io), file previews (salesforce.cloudfiles.io), and transfers to other storage platforms (streamapi.cloudfiles.io). All endpoints are security reviewed and comply with strict standards.
How to reset the Salesforce <> CloudFiles Connection
To reset the Salesforce and CloudFiles connection, go to the CloudFiles web dashboard, open the “Integrations” tab, select “Salesforce,” and click “Disconnect.” The button will change to “Connect,” allowing you to link a different Salesforce account or re-establish the connection if it was broken.
Whitelist CloudFiles IP Addresses in Salesforce
If your Salesforce has IP restrictions, you must whitelist CloudFiles IP addresses to maintain integration. Add these IPs (3.219.158.139, 3.234.13.156, 54.164.131.214) in Salesforce Network Access settings under Security. This ensures CloudFiles servers can connect without interruptions.
Setting Up Client Credentials Flow for CloudFiles
Client Credentials Flow allows CloudFiles to connect to Salesforce using a secure server-to-server authentication method instead of user-based OAuth. This approach improves reliability by avoiding periodic reauthentication, reduces licensing costs by allowing the use of an Integration License and eliminates the need for manual user logins for the integration user.