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 components, custom objects and more which makes document automations and sharing easy.
This article contains links to navigate to these resources easily.
Lightning Web Components (Widgets)
CloudFiles offers a number of lightning web components. Each has a specific use-case. E.g. while the content library tab can be used to see the whole library in a lightning tab, the folder connect and attachment widgets can be used on records and experience sites for easy file access and sharing.
We talk about the various widgets and how they can be dragged and dropped onto the Salesforce pages in this article.
Key File Related Use-cases
There are a number of help articles on key use-cases around the CloudFiles - Salesforce Integration. Some of the more common use-cases are listed below -
- Folder Connect - Manually or automatically connect a folder from any cloud storage to a Salesforce record. Upload, preview, search, download etc... from Salesforce.
- Experience Cloud File Sharing - Share selected files with experience site users easily
- External File Sharing - Create secure links to share documents externally. Collaborate with clients, get analytics and automate processes.
Flow Actions
CloudFiles offers infinite customizability for large organizations through a plethora of flow components. E.g. a simple flow action can be used to create a folder with any name, anywhere in any cloud storage based on any type of trigger from Salesforce. There are many such actions available which can be chained together to create complex process automations.
Check out these detailed guides on these actions to learn more.
Custom Objects
We provide attachments, links, views, connected folders and other custom objects that can be used for automation & reporting purposes. There are a number of fields that are already contained in these objects and a lot more calculated fields can be created for gaining insights into data.
This article explores these custom objects in detail.
Apex
If the flow components and custom objects were not enough, we offer Apex APIs as well so even more customizations can be done for specific business use-cases. You can find some information on these file related Apex APIs here.