How are Cloud Drive permissions handled by the CloudFiles?

CloudFiles’ Mirror Drive architecture respects your cloud storage permissions by requiring users to log in with their own credentials before accessing files. This ensures that Content Library and Connected Folder widgets in Salesforce only display files and folders each user is allowed to see, preventing unauthorized access by design.

SHAREPOINT

I am unable to reconnect the Integration User

I cannot see any SharePoint sites in the Content Library Tab

If you can’t see any SharePoint sites, it may be because you haven’t followed the site, you’re logged in with the wrong account, you don’t have the right permissions, or you lack access. Following the site, checking your login, adding share permissions, and confirming access usually resolve this.

Understanding SharePoint Permissions in CloudFiles

CloudFiles requires permissions in SharePoint to connect with Salesforce, including reading and managing files, maintaining access for automations, reading user profiles for single sign-on, and creating teams if needed. These permissions only apply to data the signed-in user can access. Admin consent may be required based on your security settings. You can limit access by using an integration user with restricted permissions. CloudFiles does not store documents on its servers and complies with GDPR, SOC2, and ISO standards.

Why do I see more sites in Salesforce which I generally don't see in SharePoint?

When using CloudFiles in Salesforce, you may see more SharePoint sites than usual because the API shows all sites you have access to, including hidden ones. This doesn’t grant new permissionsβ€”it just lists everything you’re already allowed to see. To limit which sites appear, you can register only the specific sites you want displayed.

AWS S3

How to integrate AWS S3 bucket with CloudFiles?

Step-by-step guide to integrate your AWS S3 bucket with CloudFiles using an AWS CloudFormation template. Covers prerequisites, creating a CloudFormation stack, retrieving the Bucket Name and Role ARN, and entering these details in CloudFiles to complete the connection and start managing S3 files from Salesforce.

Azure Blob

How to integrate Azure Blob storage with CloudFiles?

Step-by-step guide to connect Azure Blob Storage with CloudFiles. Covers adding the CloudFiles app in Azure, creating and configuring storage accounts and containers, setting permissions, updating CORS and trusted URLs, and enabling auto-sync to keep your files updated in real time within Salesforce.

How to enable auto-sync on Azure Blob

Guide to set up auto-sync between Azure Blob Storage and CloudFiles. Includes creating an event subscription, configuring webhooks, setting delivery retries, adding filters, and connecting your container so new or deleted files automatically sync with Salesforce.