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 our AppExchange listing and click on the Test Drive button. Click on the article links below to check out the instructions on trying out these features. Additionally, each article also shows the entire setup and implementation for that specific feature, thus giving you a full idea of how to work with it.
Each of the Test Drive articles cover 4 aspects -
- Introduction - Summary of what is contained in the specific test
- Instructions - Steps to test the feature out and expected results
- Implementation - Flows and other components used for the specific test
- Beyond - Extension of the test drive, explaining capabilities beyond the specific test
Automatic Folder Structures Test Drive - In this article, we will check how CloudFiles creates automatic and customizable folder structures using Salesforce flows and shows them right there on the record.
Nested Folders based on Object Relationships Test Drive - In this article, we will check how CloudFiles can create nested folder hierarchy based on object relationships (e.g. Opportunity folder inside Account Folder).
Move SFDC Files to External Storage Test Drive - In this article, we will check how CloudFiles can copy or move SFDC files of any type or size to external folders based on custom logic.
Copy Email Attachments to Case Folders Test Drive - In this article, we will check how CloudFiles can copy Case email attachments to external storage like SharePoint using a simple Salesforce flow along with some CloudFiles elements.
Custom Object Creation on File Upload Test Drive - In this article, we will check how CloudFiles generates custom object records upon file uploads into external storage. These records aid in global file searches and storing file metadata in Salesforce for reporting.
Move Lead folder to Account folder on conversion - In this article, we will check how CloudFiles can relocate folders linked to records in external storage when record updates occur. For example, moving Lead folder into it's Account folder upon conversion.
We are in the process of adding more test drives. Here is a list of articles that are coming soon -
- File Uploader using Files Connect
- Update Sharepoint metadata columns (Rename folder)
- Template Folder Cloning
- Permission Updates
- Copy from Sharepoint to salesforce
- Creating sharepoint site automatically
- File Counter using Get Folder Contents
- Transfer lead folder to account on conversion
- Document Generation
- Sharing & collecting files from external users
- Sharing & collecting files from experience cloud users