Welcome to our support

In this article we cover the required and optional steps to setup the CloudFiles integration with your Salesforce account

CloudFiles is a highly customizable & deeply integrated file sharing solution for Salesforce users. You can get started with it within a few minutes and additionally also customize it to further your goals.

In this article we talk about the following steps to install & setup the app

• Installing from Marketplace - This is a mandatory step that takes 10-20 seconds to complete
• Connecting CloudFiles Account - Here we setup a CloudFiles account using CloudFiles App Launcher
• CloudFiles LWC - Instructions on adding CloudFiles LWC onto your Salesforce Record Pages
• More Resources - Resources on LWCs, Flow components, use-cases etc...

Step 1. Installing from Marketplace 

Follow the 4 steps below to install CloudFiles in your Salesforce account (production or sandbox)

1. Log into Salesforce as a Salesforce Admin.
2. Go to the CloudFiles listing on the Salesforce App Exchange, and click on Get It Now. 
3. Follow the prompts to install either in production or in a sandbox.
4. At separate points during the installation, the installer prompts you to:
   • Accept and Approve Third-Party Access for remote settings.
   • Grant access to "Admins Only".
   • Click Next or Continue in other screens to complete the installation.

Great. Now that we have the initial installation out of the way, we can start adding CloudFiles components.

Step 2. Connecting CloudFiles Account

Follow the steps below to automatically create and connect a CloudFiles account to your installation

1. Search for CloudFiles in the App Launcher and select it
   
2. Click on Setup Tab
3. Click on "Setup CloudFiles' button and follow on-screen instructions as shown below

That's all the setup we need to get started. You can now start setting up flows and widgets to streamline your file management and sharing in Salesforce. Check the next section for more resources.

Step 3. Connect a folder / file to Salesforce record

Now that your setup is complete, you can use the CloudFiles widget to link an external folder or file onto a Salesforce record. This will enable you to see the folder contents, search, edit, upload & preview files etc.. all from within Salesforce.

This is a simple 2-min process. You can also see detailed instructions with screenshots in our quick start guide. The guide also shows how folder connection and linking can be easily automated.

Here is a summary of the steps required -

1. Go to any record, edit page from Setup to enter lightning builder
2. Drag and Drop the 'CloudFiles' widget into a newly created tab.
3. Save & Exit the builder. Make sure to activate the page so you see the newly added tab on your record.
4. Use widget's 'Link file / folder' button to link a file or folder from any cloud storage

Here's how the final connected folder looks like.

More resources on CloudFiles - Salesforce Integration

There's a plethora of articles and videos that you can refer to for more information on using CloudFiles with Salesforce. The app offers a number of Lightning web components, flow actions and other flow components, custom objects and apex support which makes document automations and sharing easy.

You can not only do auto-folder creation and connection as shown above, but you can also share these files with community as well as external users. You can enable security & collect analytics on the files. With the help of flow components, processed can be completely automated.

This article links to various sections of the knowledge base that cover these components and use-cases in Salesforce.

Getting Quick & Reliable Support

If you have questions, feel free to ping us on chat (bottom right). We usually reply within minutes. In case you do not get a reply from us, just leave your email in the chat box ad we'll surely get back to your within few hours.

You can also book a demo here or call us at +1 646 632 2826.