Test Drive

Welcome to the CloudFiles - Salesforce Test Drive. In this section we illustrate various testing options that are available with the CloudFiles Test Drive.

In order to access this, head over to any of our AppExchange listings and click on the Test Drive button. Fill your info to access the test drive org. Once the test-drive is open, navigate to this article within the Instructions tab of the Test Drive.

About Each Test Drive

Each of the Test Drive articles cover 4 aspects -

  1. Introduction - Summary of what is contained in the specific test
  2. Instructions - Steps to test the feature out and expected results
  3. Implementation - Flows and other components used for the specific test
  4. Beyond - Extension of the test drive, explaining capabilities beyond the specific test

Available Test Drives

Here is a list of available test-drives based on each product -

1

Document Generation Test Drive - In this article, we will check how CloudFiles Doc-Gen generates customizable documents from Salesforce Object records and templates created using Microsoft Word.

2

Document Management & Sharing Test Drives - In this article, we explain how to use CloudFiles Document Management & Sharing Platform to explore its capabilities for managing and sharing documents.

3

Document AI Test Drives - In this article, we explain how CloudFiles Document AI enables you to extract information from files (OCR), classify documents, and intelligently split documents.

Upcoming Test Drives

We are in the process of adding more test drives. Here is a list of articles that are coming soon -

Document Management -

  1. Update SharePoint metadata columns (Rename folder)
  2. Permission Updates
  3. Copy from SharePoint to Salesforce
  4. File Uploader using Files Connect
  5. Creating SharePoint site automatically
  6. File Counter using Get Folder Contents
  7. Sharing & collecting files from external users
  8. Sharing & collecting files from experience cloud users

Document AI -

  1. Resume Extractor
  2. Academic Transcript Extractor
  3. Agreement Extractor
  4. Invoice Extractor
  5. Travel Documents Extractor
  6. Inventory Documents Extractor
  7. Claim Extractor
  8. Transport Documents Extractor



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