Access, share and track a file
In this quick start, we show you how to connect your files, configure a link and see analytics on that link all within Salesforce. If you haven't already done so, install & setup the CloudFiles app from the Salesforce AppExchange. Once you have CloudFiles installed in your Salesforce objects, refer to the 5 steps below.
1. Access CloudFiles' LWC
You can drag and drop the folder widget onto any standard or custom Salesforce object. Simply go to the 'Edit Page' from the object page, add a new tab to your object and drag and drop the widget -
2. Authenticate your Cloud Drive
Click on the Link file / folder button in the LWC. This opens a dialog box with all your libraries showing. You can connect anyone with a one-click, one-time process. Once you click the connect button as shown below, standard Google / Microsoft, Box, Dropbox login will follow. Once connected, your files will instantly start showing up.
If you do not wish to use any of these providers, simply use the CloudFiles Library. This lets you freely upload files and keep them in a secure Amazon AWS S3, outside of Salesforce.
3. Attach a file
You can upload any type of file to your CloudFiles content library and attach it to the Salesforce object. Click on the add button to attach the selected file to your record.
Additionally, you can also convert your CloudFiles content library into a mirror of your existing cloud storage (Google Drive, OneDrive, Box, Dropbox, SharePoint). This gives you the ability to add a powerful link sharing layer over your existing cloud storage.
4. Create Sharing Link
Once the file / folder has been attached, you can use the options dropdown on the right side of the tile in the widget. Click on the attachment dropdown and choose the Share option. This is shown in the graphic below.
5. Configure Link
You can set a number of security & analytics settings on this link. You can further change these settings anytime right from the Salesforce object. The security settings open up when you click on the Share button above. You can also update these settings by clicking the 'Edit Link Settings' option from the same dropdown as shown above. This option appears after you have created a sharing link.
6. Preview or access the link
To checkout how your file looks in the CloudFiles viewer, you can either preview the file or open the link directly. If you are using advanced security settings, we recommend checking the link directly since preview does not support all settings.
You can also white-label the viewer by using your own custom logo & domain.
7. Check the Analytics
You can view your file analytics right there from the Salesforce object. You can analyze a number of details such as opens, time spent, page wise analytics etc... You can also drill down into individual users, devices & sessions in case the link has been accessed multiple times. Analytics can be accessed by using the 'View analytics' button in the same dropdown. This option appears after you have created a sharing link.
You can further see your overall analytics through the CloudFiles Custom Object as shown below. This object can also be used to build reports or in flows for automations based on content engagement.
8. Flows Support
You can also do any of the things above through CloudFiles flow builder triggers or actions provided. These customizations can further streamline your processes. We provide a Create link action that can automatically create a sharing link and an Update Link Settings action that can be used to add security settings on a link.