What's in the Package ?
When you install the CloudFiles | Document Management & Sharing Platform managed package, you'll gain access to a suite of powerful tools and components designed to streamline document management within Salesforce. Here's what’s included:
The CloudFiles app is accessible via the App Launcher in Lightning Experience. This app enhances productivity by allowing users to seamlessly switch between apps and includes all admin related pages.
The Lightning app includes Lightning page tabs of utilities like "Document Management", "Content Library" and "Settings". You can even append other navigation items to the Lightning app that you find relevant.
Manage the App: Edit and configure the app in App Manager under Lightning Experience Setup.
For users on Salesforce Classic, the CloudFiles app remains accessible through its app tabs, ensuring seamless functionality across both interfaces.
The CloudFiles widget is a powerful Lightning Web Component that can be seamlessly added to any Salesforce standard or custom Lightning pages. It allows users to link folders from external storage platforms such as SharePoint, Google Drive, OneDrive, Box, Dropbox, or AWS S3. Once linked, users can perform various operations directly from the widget, including viewing, searching, previewing, editing, downloading, sharing files, and uploading content to external storage.
This widget supports automation for processes like folder creation, linking, and sharing using Salesforce Flows. It can also be customized to meet specific needs, such as restricting file deletion, displaying selected metadata columns, or enforcing mandatory fields for file uploads. Additionally, multiple folders or files can be linked to a single Salesforce record, with automation making this process even more efficient. The widget also facilitates secure file sharing with community and external users while enabling detailed analytics on file interactions.
The CloudFiles widget can also be added as a Lightning Web Component Action to Salesforce objects. This allows Field Service Mobile App users to view and interact with attached folders directly from their mobile devices.

The CloudFiles app includes custom permissions to control access to its features. These permissions are grouped into three predefined permission sets:
- CloudFiles Admin User: Full access, including admin-level settings.
- CloudFiles Standard User: Full functionality for internal users, excluding admin features.
- CloudFiles External User: Suitable for Experience Cloud (community) users.
Permission sets are auto-assigned upon installation but can be manually reassigned via Setup > Permission Sets > Manage Assignments. You can also create custom permission sets tailored to your needs.
The Document Sharing Add-on lets you share files and folders directly from Salesforce using CloudFiles. Attach files or folders from cloud storage providers like Google Drive, SharePoint, or Dropbox to Salesforce records, then create secure sharing links with customizable settings.
Track engagement with detailed analytics, including opens, time spent, and user-specific insights, all within Salesforce. The add-on also integrates with Salesforce Flows, enabling automated link creation and configuration for streamlined processes.
The package includes CloudFiles Flow Actions and Screen Flow Components, enabling Process automation through Flow Builder and Dynamic user interfaces with Screen Flows.
CloudFiles supports event-driven automation with:
- Platform Events: Trigger events for operations related to CloudFiles functionality.
- Event Records: Automatically create custom "CloudFiles Event" records, which can be leveraged in workflows and triggers.
Extend CloudFiles functionalities using Apex to build advanced, custom integrations for your Salesforce org.