Release Notes

cloudfiles evolves continuously with frequent updates that bring new features, improvements, and fixes this page highlights the most recent versions of the app and the key changes included in each release each update is designed to enhance performance, strengthen security, and make cloudfiles work even more seamlessly with salesforce and your connected systems version date module(s) key updates v5 261 jun 11, 2026 document management, document generation • date formatting options in the doc gen word add in apply format presets (e g mm/dd/yyyy, dd month yyyy) to date fields directly in the template builder • word add in now opens a full browser window for authentication, fixing login failures for admin users with sso or mfa configured • multiple base paths can now be configured within the same drive in a single widget config v5 259 jun 8, 2026 document management • google drive file shortcuts now support inline preview and download in the salesforce widget and content library v5 257 may 29, 2026 document management • the resource moved cloudfiles event is now published when a file is moved via the salesforce widget or content library, in addition to moves triggered by api or flow actions v5 255 may 20, 2026 document generation • doc gen widget enhancements for salesforce fill template variables directly in salesforce before generating via a user input modal • preview the generated document inline in salesforce immediately after generation • copy generated documents to any connected cloudfiles library or to folders attached to the current salesforce record v5 254 may 18, 2026 document generation • docusign signing order support configure the sequence in which recipients receive the signing email • docusign carbon copy (cc) recipient type added cc recipients receive a copy of the envelope without being required to sign v5 251 apr 30, 2026 document ai • document mapper invoke salesforce flows from mapper fields extracted values from an uploaded document can be passed as inputs to a flow, and flow outputs are mapped back to salesforce fields v5 249 apr 23, 2026 document management • new flow action update drive columns update sharepoint drive column labels and default values directly from a salesforce flow v5 248 apr 17, 2026 document management • new flow action create sharepoint site group create site groups on a sharepoint site • new flow action update site group members bulk add or remove members from sharepoint site groups by email • update permissions now accepts any custom sharepoint role name (e g contribute, design) in addition to the built in owner, read, and write roles • update permissions now accepts sharepoint site group names as permission identifiers, alongside user emails v5 247 apr 13, 2026 document management • community licensing (phase 1) introduced the concept of named and unnamed experience cloud licenses • admins can now configure which external users are on a named license • users without a named license who access the widget are counted as unnamed logins v5 246 apr 2, 2026 document management • multiple s3 buckets and azure blob containers can now be connected to the same account using distinct prefix paths • enable sync toggle added when on, files uploaded directly to the storage bucket automatically appear in salesforce v5 243 mar 23, 2026 document management, document generation • azure files share added as a new storage library type • new flow action get doc gen templates retrieve available document generation templates filtered by salesforce object type from within a flow v5 242 mar 13, 2026 document ai • dataset soql support soql queries can now be added to datasets via the datasets ui salesforce data is fetched on a daily or monthly refresh interval and included alongside file sources when querying the dataset v5 236 feb 6, 2026 document ai • added datasets playground ui to create datasets, add sources, and test queries • improved document mapper error propagation to relevant fields on runtime v5 235 feb 3, 2026 document management • added prefix path support for s3/azure storage connections allowing users to connect the same bucket to multiple orgs, and multiple buckets to the same org • fixed bug where active sftp connection was not visible v5 231 dec 29, 2025 document ai • introduced "datasets" for multi document processing and querying v5 230 dec 23, 2025 document ai • added support for document mapper run flow action • expanded data residdency to eu and uk regions v5 229 dec 10, 2025 document management • introduced a new error event resource update dispatched from automations for failed resource updates • added error messages to the internal record widget for failed uploads and failed metadata updates v5 228 dec 2, 2025 document management, document generation • minor ui improvements in the widget’s mandatory columns form, adding 'apply to all' button and fixing scroll behavior • record single variables can now filter on a collection variable using the 'in' and 'not in' operators • added support for multiple 'group by' fields while creating collection variables v5 227 nov 28, 2025 salesforce connection • connected app support added alongside external client app for oauth 2 0 connection v5 225 nov 21, 2025 document sharing, salesforce connection • client credentials flow added for a robust salesforce cloudfiles connection • all document sharing settings (branding, link defaults, compliances, and viewer customization) can be accessed through the document sharing tab v5 224 nov 13, 2025 document sharing • link defaults tab added to document sharing settings under document management v5 223 nov 6, 2025 document management • the allow download toggle is now visible in the configurations section of the internal record widget v5 219 oct 24, 2025 document management • resource detached custom event will be published when resources are disconnected using the widget or delete attachment flow action v5 216 oct 14, 2025 document ai • introduced document mapper feature — allows users to dynamically extract and map data from uploaded files via ai, and then create or update salesforce records and child records v5 211 oct 9, 2025 document management • added email verification toggle in “update link settings” flow action v5 209 oct 7, 2025 document management, generation, ai • editable cloudfiles role — admins can change user roles from admin → user • api key visibility added at the cloudfiles settings level v5 208 oct 1, 2025 document management • salesforce mobile support for cloudfiles widget, including file previews, downloads, and pagination v5 207 sep 29, 2025 document management • migrated oauth to a packaged external client app to comply with salesforce winter ’26 requirements • added a “get shared resources” action in salesforce for retrieving cloudfiles shared items • introduced configurable log retention for cloudfiles event records v5 204 sep 3, 2025 document management • added a “resource updated” webhook event that triggers whenever file metadata or contents are changed in sharepoint, allowing salesforce flows to respond automatically v5 201 aug 22, 2025 document management • introduced a global "user" variable in templates for inserting current salesforce user info • enabled admin level controls to toggle which cloudfiles events sync into salesforce v5 199 aug 18, 2025 document management, generation, ai • added docusign “date signed” and “text” fields in generated documents • implemented duplicate file detection in document ai to prevent unnecessary reprocessing • split permissions for connect and disconnect actions, giving admins more granular control v5 198 aug 5, 2025 document generation, ai • automated docusign integration generated documents are sent for signature and signed copies are automatically returned • document ai gained page range processing, letting users analyze specific pages instead of entire documents v5 194 aug 1, 2025 document ai • added ui to configure default ai agents at the account level, with overrides possible per document v5 193 jul 28, 2025 document management, ai • added sharepoint file upload webhook for real time automation when files are uploaded externally • expanded multi level ai agent support — configurations now exist at account, document, and query levels