CloudFiles offers various types of widgets for managing files & folders from your Salesforce records. E.g. The internal record widget is for your internal records, the content library is for accessing files in an independent tab outside the records and the experience cloud widget can be used to enable file / folder access for experience cloud users.

Using the Widget Configuration Settings, one can customize the appearance and behavior of the widget for each Salesforce object type. This guide walks you through the configuration options available for customizing the widget’s behavior and appearance. From setting titles to defining custom actions via Flows, this article will help admins tailor the widget to suit different use cases across teams and objects.

To create custom configurations, open the CloudFiles app in Salesforce, go to Document Management → Widget Configuration → Create New → Select the appropriate Widget Type dropdown.

Once you start creating a new configuration, there are multiple fields that can be set to customize the widget as per your requirements.

After creating the desired configuration for the widget, the next step is to enable it on the record page. For each configuration created, a unique configuration ID will be generated, which can be used to apply this setting on the object page. This ID can be copied from the CloudFiles app in Salesforce by going to Document Management → Widget Configuration.

For activating a configuration, head over to the Lightning App Builder (by clicking on the Settings icon on top right → Edit Page), select the CloudFiles widget, add the configuration id in the right hand panel, and click Save. The desired functionality of the widget will appear on the record page after refreshing.

This section covers all the settings that are available in the widget configuration.

Assigns a name to identify this widget configuration easily. This name appears only in the “Widget Configuration” tab and not on the widget itself on the record page. This field can be left blank and the default value will be “Internal Record Widget”.

Provides details about the specific application or purpose of this widget. This description will also appear only in the “Widget Configuration” tab. This field can be left blank and the default value is: “Widget used to manage documents on internal record page”.

The title that will be displayed on the widget on the record page. If this field is left blank and only a single folder is connected, the widget will automatically display the name of that folder. If multiple folders are connected without specifying the title, the widget will default to displaying “Home”. However, if an admin explicitly defines a title in this field, it will override the default behavior and display the custom title, regardless of the connected folder names.

Controls which file and folder actions will be made available to internal cloud users in the widget.

The six basic actions are:

Define which columns or file headers to display within the widget (such as Name, Created By, Created On, Modified On, etc.). The available headers vary by external storage type — Google Drive, SharePoint, OneDrive, etc. Only the headers moved to the right side of the configuration screen will appear in the widget. If left blank, the widget defaults to displaying Name, Created By, and Created On headers.

Here’s how the widget shows the columns that have been selected above -

This advanced feature allows admins to specify which column values must be filled in when uploading files or folders. One can set up these mandatory fields by configuring this setting.

For example, if you set “Title” as a mandatory column, users will be required to fill it in when uploading a new file or folder.

The action that will occur after the user clicks on a particular file can be defined using this setting.

This is an advanced setting that lets users set a default document location to ensure organized content and restricted access. It's particularly useful when it is necessary to display only specific files from different levels within the folder hierarchy. By setting a base path, you can maintain the folder structure while only displaying relevant files. This helps present a cleaner view and restricts access to unauthorized content.

We recommend reaching out to the CloudFiles support team to get this configuration defined accurately for your use-case.

This setting can be used to define what file types are allowed to be uploaded to the widget. By default, there are no restrictions. If you select one or more file types from the list, all other file types will be blocked from upload.

This setting can be used to control how long text will be displayed in the list view. This option is only available for certain headers that include a dropdown arrow, such as “Created By”. There are two possible options:

This setting defines the list of actions that can be performed on a specific file or folder within the widget. When a user clicks the dropdown next to a file or folder name, a list of default actions —such as Rename, Move, Share, Download, etc. — is displayed.

In addition to these, admins can define custom actions using Salesforce Flows. These custom actions can be added to the same dropdown list and offer extended functionality based on business needs. Flows can either be autolaunched (running in the background without user input) or screen flows (which involve user interaction).

For example, a custom action could allow users to attach a selected document directly to an email, triggered right from the widget. The default and custom actions appear on clicking the dropdown beside the file name -

List actions work like resource actions but apply to multiple selected files or folders. Only “Move” and “Share” options are provided as default, but other custom actions like “Bulk Delete” can be set up using user-created flows.