Quick Starts
This category consists of articles that can help you get started with the CloudFiles app very easily. Simply install the app using the installation guide linked below, and then use the 3 quick starts to become an expert with the integration.
Installation guide - In this article we cover the 3 steps required to setup the CloudFiles - Salesforce integration. We also provide a list of 3 quick start guides at the end that can be used by an admin or architect to setup basic file and folder functions in their Salesforce objects quickly.
Connect external folder to a record - In this article, we will cover about connecting external folder to a record using CloudFiles widget. Once inserted, the user can go to the respective object & link the widget to a folder sitting in any external storage. Once linked, users can see the contents of the folder and perform various operations.
Access, share and track a file - In this article, we show you how to connect your files, configure a link and see analytics on that link all within Salesforce.
Share files in experience cloud (community)- In this article, we have covered a common file sharing use-case for businesses using the Salesforce experience cloud.
Document Generation with CloudFiles - In this quick start guide, you will learn how to integrate Salesforce data into your document workflow using the CloudFiles Word add-in and CloudFiles Doc Gen LWC. You will discover how to install the CloudFiles Word add-in, create and publish personalized templates, and manually generate documents in your desired format. Additionally, this guide covers automating the document generation process based on specific triggers and attaching the generated documents to Salesforce records.