# Features - Doc Man - Custom Actions

> Features - Doc Man - Custom Actions — CloudFiles.

## Custom File Actions in Salesforce

Define custom file operations using Salesforce Flows & add them to the CloudFiles widget. Let users trigger background processes or interactive workflows—like archiving, bulk deletion —right from the file dropdown.

[Get on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000Gh9uFUAR) · [Book a Demo](https://meet.cloudfiles.io/salesforce?utm_content=sf-features-custom-actions-hero)

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## Powerful custom action options

### Resource Actions

Resource Actions

These are actions available in the dropdown next to each file or folder in the widget. Default options include Rename, Move, Share, and Download. Admins can also add custom actions using Salesforce Flows for tailored functionality.

- Add custom actions via Salesforce Flows
- Supports both autolaunched and screen flows
- All actions appear in the file/folder dropdown
- Example: Attach document to email directly from the widget

[Learn More](https://help.cloudfiles.io/salesforce/internal-record-widget-guide#_UaQo)

### List Actions

List Actions

List actions apply to multiple selected files or folders. Only Move and Share are provided by default. Additional actions like Bulk Delete can be added using custom Salesforce Flows.

- Apply to multiple selected items
- Add bulk actions via Salesforce Flows
- Ideal for high-volume file operations

[Learn More](https://help.cloudfiles.io/salesforce/internal-record-widget-guide#_BR6d)

## Explore popular use-cases

- **One-Click Archiving** — Quickly move files or folders to designated archive storage.
- **Bulk Delete** — Select and remove multiple outdated files in one step.
- **Send Email** — Attach selected files to pre-configured email templates instantly.
- **AI-Powered Data Extraction** — Automatically pull specific fields or metadata from documents.
- **Permission Updates** — Adjust file sharing settings or access levels with a single action.
- **Folder Creation** — Generate organized folder structures automatically when files are added.

## Stay compliant & secure.

CloudFiles is independently audited for SOC 2 Type II, certified to ISO 27001, and compliant with HIPAA and GDPR. Data residency is supported in the US, EU, UK, and AU. Your files stay in your own storage — CloudFiles never re-hosts them — and are not used to train our AI models.

Certifications: SOC 2 (Type II), HIPAA (Compliant), ISO 27001 (Certified), GDPR (Compliant)

## What Are Custom Actions?

**Q: Types of Custom Actions**
Resource Actions

- Triggered on a single file or folder
- The math is simple for CRM users.
- Supports autolaunched and screen flowsS
- Example: Attach file to email, Mark file as reviewed

**Q: Example Use Cases**
Here’s how teams are leveraging custom actions:

- Attach to Email – Launches a flow to email the selected file
- Mark as Reviewed – Updates document status via autolaunched flow
- Bulk Delete – Deletes multiple files with one action
- Submit for Approval – Kicks off approval flow for selected documents
- Export to Storage – Moves documents to external systems (One-Click Archiving)

## Book a Demo

You are one Click Away from Smarter Docs. Join 500+ teams using CloudFiles to streamline workflows, cutting document chaos by 75% while saving hours every week.

[Book a Demo](https://meet.cloudfiles.io/salesforce?utm_content=sf-features-custom-actions-footer)