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.
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
Here is a list of available test-drives based on each product -
Here is a list of available test drives related to document generation use-cases -
- Document Generation Test Drive - In this article, we will check how CloudFiles Doc-Gen generates customizable documents (PDF or DOCX) from Salesforce Object records and templates created using Microsoft Word.
Here is a list of available test drives related to AI-based document processing use-cases -
- Document AI Playground Test Drive - Use our AI Playground to upload your documents and ask questions from them. Perfect your prompts to get proper, formatted answers.
- KYC Upload Checker using AI - Use CloudFiles AI with Salesforce flows to check the file uploads for driving license and passport and if found, extract specific information from these documents and update it in Salesforce fields.
Here is a list of available test drives related to document management use-cases -
- 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).
- Template Folder Cloning Test Drive - In this test drive, we’ll demonstrate how CloudFiles can automatically create folders based on a template with the specified subfolders or files using Salesforce flows and show them right there on the record.
- 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 -
Document Management -
- Update SharePoint metadata columns (Rename folder)
- Permission Updates
- Copy from SharePoint to Salesforce
- File Uploader using Files Connect
- Creating SharePoint site automatically
- File Counter using Get Folder Contents
- Sharing & collecting files from external users
- Sharing & collecting files from experience cloud users
Document AI -
- Resume Extractor
- Academic Transcript Extractor
- Agreement Extractor
- Invoice Extractor
- Travel Documents Extractor
- Inventory Documents Extractor
- Claim Extractor
- Transport Documents Extractor