Getting Started (3)
Resources to get you up to speed on the most basic features of the app
-
Quick Start Guides
A collection of articles with steps suitable for basic & advanced users, as well as admins
-
Intro to CloudFiles
In these articles, we talk about the basic what, why & how of the app.
-
More Resources...
There's a lot more to learn about CloudFiles. These articles can give you a basic resource map.
Salesforce (7)
All the support articles related to CloudFiles - Salesforce integration in one place
-
Getting Started
Quick starts, installation guides and other material to help you get started with the CloudFiles - Salesforce quickly.
-
Widgets (LWCs)
All the various widgets made using lightning web components with classic & mobile support that can be inserted into Salesforce Lightning & Classic
-
Flow Actions
This collection consists of all salesforce flow action and component related articles that are provided out of the box by CloudFiles-Salesforce integration
-
Platform Events
All the platform events published by CloudFiles which can be used in flows & apex
-
Flow Templates
Various templates provided by CloudFiles app that can be customized to create quick flow-based automations
-
Custom Objects
Various custom objects that can be created by the CloudFiles app and used in flows, reporting etc...
-
Apex & Developer Docs
Description of various Apex actions offered by CloudFiles for a fully customizable Salesforce implementation
HubSpot (5)
A deeper look into the various HubSpot related features that the app integrates with
-
Getting Started
Installation & setup guides for HubSpot users to get started with the CloudFiles - HubSpot integration
-
Workflow Actions
Detailed instructions to use CloudFiles actions inside HubSpot workflows.
-
Workflow Triggers & List Filters
Collection of articles related to workflow triggers & list filters
-
Use-cases
-
Miscellaneous Features
Various features, use-cases & benefits of using HubSpot - CloudFiles integration are discussed here
Features (10)
User manual of all core Native, HubSpot & Salesforce features offered by the app
-
Content Library
A primer on various file, folders & dataroom management (creation, edit, sync etc...) features offered by the app
-
Link Management
CloudFiles' powerful link provides many ways to innovatively share documents...
-
File Security
The app opens a plethora of options to secure your documents before sending. Check these articles for a detailed guide on security features.
-
Document Analytics
Articles on detailed & drill-down analytics collected by the app when you share your file with your users.
-
Automations
Articles on some basic and advanced automations offered by the app in tandem with HubSpot / Salesforce / other integrations
-
Amazon AWS S3
The app uses S3 storage by default for backup. We offer integrations to setup your own S3 as well.
-
Enteprise Features
A non-exhaustive list of features offered on our enterprise licensing plans
-
Accessibility & Navigation
Some tips & tricks to quickly find your way around the app
-
Account & User
Various account, team, user & profile management features to personalize & customize the app for self.
-
Sharing
Articles on sharing files & folders using CloudFiles Native app and HubSpot & Salesforce Integrations
FAQs (4)
Some commonly asked questions answered in commonly answered ways...
-
Troubleshooting
Some common issues that our users face and qick workarounds for these...
-
Product
Various product related questions that our users usually ask us...
-
Billing & Licensing
We have been asked these billing & account related questions a few times...
-
Pricing
Get common doubts regarding pricing related to CloudFiles cleared here.