Sharing Add-On

the document sharing add on extends the functionality of cloudfiles document management within salesforce document sharing means creating secure, custom links that let external users access specific files or folders this article explains how sharing is set up and what it enables with cloudfiles, users can share files and folders safely through custom links, control who can access or download them, and track activity such as views and downloads access webapp once your webapp ( https //app cloudfiles io) is connected to your salesforce instance, documents can be shared, updated, and tracked directly within salesforce records doc sharing can be enabled from document sharing section of document management tab licensing & configuration the document sharing add on is managed under document management licenses to enable license for doc sharing with your document managment , reach out to support\@cloudfiles io for activation assistance once doc sharing license is enabled, all users with a document management license can use document sharing tools the configuration docid\ bo me5ryufvvrptpt1bf9 section includes settings for branding and link defaults these settings help ensure consistent sharing experience across your org access library resources there are two ways to view a file or folder stored in external storage through the content library or the record widget content library the cloudfiles content library docid\ wtj62wux2a6hgfwvpm4ij tab allows you to explore and manage files from any supported external storage directly within salesforce record widget you can connect external folder to a record docid\ inrzc0sn0m0qq8mqxnywg using the record widget this displays the folder contents directly within the record, allowing easy access to linked files you can also connect files to a record directly datarooms with the sharing add on, you can create dataroom docid\ zqywrlmiopo3rx5grypfp that let you share multiple files and folders, even from different cloud storage platforms through a single, unified link they serve as centralized spaces for organizing, sharing, and managing content efficiently with datarooms, you can organize files/folders into groups for easier navigation add file request blocks to collect documents from external users customize access and permissions create link with the sharing add on, you can create links docid 6m4eckvhyqjrecsimr0uk for files, folders, and datarooms a sharing link for a file or folder can be created directly from the cloudfiles widget inside salesforce records link creation can be automated for files, folders, or datarooms using cloudfiles flow actions the generated links can then be shared through email or stored in salesforce fields for future reference security the security control docid\ gve7rrqakwmp1imron9z settings define how recipients access shared links and what restrictions apply to viewing or downloading files these settings can be customized for each link you can configure the following options require email for access enable email verification allow specific users (email list) block specific users (email list) restrict by domain password protect links control download permissions manage link once a sharing link is created for a record, user can manage links docid 4xgiosd d5w klk8pnnhk directly through the doc sharing widget on the record page the widget lists all links created for files, folders, and datarooms associated with that record users can quickly view key details such as link status, views, and analytics they can also preview the shared file, update link settings, or enable/disable the link directly from the widget analytics the document sharing add on provides detailed insights into how recipients interact with shared content each shared link captures engagement metrics, which are displayed within the salesforce widget and summarized in a dashboard users can view total and unique views download count page by page engagement (time spent per page) these analytics help track content usage and identify viewer activity patterns