Document Management & Sharing
Experience Cloud
Setup
the setup section explains how to enable and configure experience cloud sharing in the cloudfiles app it covers how sharing works, how to monitor usage, and how to add the cloudfiles widget to experience cloud pages enable sharing to allow experience cloud users to access cloudfiles content on an experience cloud site, you must first enable experience cloud sharing in the cloudfiles app this activates the experience cloud integration and makes shared files and folders available to external users based on their site access, permissions, and record visibility once enabled, you can share files using default sharing, the record widget, content libraries, or automation go to the cloudfiles app select document management open experience cloud turn on enable sharing with experience cloud users usage monitoring the experience cloud setup page includes usage monitoring to help administrators track external user activity and adoption over time monitor active users the total number of active users section shows the number of experience cloud users who accessed cloudfiles during the selected time period the chart provides a visual view of activity trends and helps monitor usage patterns you can adjust the monitoring view using the following filters interval to control how activity is grouped (for example, day) date range to change the reporting period (for example, last 30 days) add widget to experience cloud the cloudfiles widget is a lightning component that displays cloudfiles connected files and folders inside an experience cloud site the content shown depends on the page context , for example, record related files on a record page or shared library content on a home or custom page the available actions depend on the selected widget configuration and the permissions assigned to the experience cloud user for detailed steps on adding the widget to different pages, refer to docid\ wlbuyqqwokri51krapuud widget actions in the cloudfiles community widget, external users who are assigned the cloudfiles external user permission set in salesforce can perform actions such as uploading and downloading files, creating folders, deleting items (if allowed), generating shareable links, and viewing analytics the operations available to users depend on the permission set configuration and widget level settings refer to docid\ pf9zjwi2z0a17sggm0tr2 to understand how this permission set works and how to customize it widget configuration widget configuration controls how the cloudfiles experience cloud widget behaves and what external users can see or do administrators can manage visible columns, available actions (such as upload, download, or create folder), and optional restrictions such as supported file types or upload limits these settings work together with the cloudfiles external user permission set to define the overall widget experience create a widget configuration for experience cloud go to the cloudfiles app select document management and open widget configuration click create new and select experience cloud widget as the widget type configure the widget settings based on your requirements save the widget configuration and copy the widget config id then paste it into the widget config id field in the cloudfiles community widget in experience builder