# Features - Doc Man - File & Folder Management - Widgets - Content Library

> Suite of LWCs purpose-built for Salesforce - enable users to upload, manage, share, and process documents directly

## CloudFiles Content Library Widget

Create a shared, organized document library inside Salesforce—powered by SharePoint, Google Drive, or AWS S3 — for easy access to templates, SOPs, and assets across teams

[Book a Demo](https://meet.cloudfiles.io/salesforce?utm_content=sf-file-and-folder-management-content-library-widget-hero) · [Read Technical Guide](https://help.cloudfiles.io/salesforce/content-library-widget)

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## Features & configuration breakdown

### Storage & Path Configuration

Storage & Path Configuration

- Widget Base Path: Set a default root folder in external storage (SharePoint, Google Drive, etc.)
- Library & Drive ID Support: Specify external library and folder identifiers for dynamic access
- Folder Structure Management: Maintain nested folders inside the defined base path

[Learn More](https://help.cloudfiles.io/salesforce/content-library-widget)

### File & Folder Operations

File & Folder Operations

- Create Folder: Enable users to create new folders from within the widget
- File Upload: Allow individual file uploads to external storage
- Folder Upload: Support bulk folder uploads, including sub-files and sub-folders
- File Deletion: Delete files directly from the external drive
- Drag-and-Drop Support: Easily drop files/folders into the widget for upload
- Folder Deletion: Remove unwanted folders and their contents

[Learn More](https://help.cloudfiles.io/salesforce/content-library-widget)

### Display & Interaction Controls

Display & Interaction Controls

- Widget Columns Configuration: Show/hide metadata fields like File Name, Created By, Modified On
- Mandatory Columns: Enforce required metadata inputs during file uploads
- List View Controls: Choose between text truncation (clip) or multi-line display (wrap)
- File Click Behavior: Preview in Salesforce, Open in new tab (external library view), No action (manual download only)

[Learn More](https://help.cloudfiles.io/salesforce/content-library-widget)

### Custom Automation & Flows

Custom Automation & Flows

- Resource Actions: Trigger Salesforce Flows on individual files/folders (e.g., tag, move, verify)
- List Actions: Trigger Flows on bulk-selected resources (e.g., batch archive or notify)
- File Analytics Integration (optional): Track engagement if file sharing is enabled

[Learn More](https://www.cloudfiles.io/salesforce/features/custom-actions)

### Security & Sharing

Security & Sharing

- Create Sharing Links: Generate secure CloudFiles sharing URLs for internal or external use
- Link Expiry & Access Control: Set expiration date or view limits , Enable password or email protection
- Analytics Dashboard: Track views, downloads, session time, and viewer details

[Learn More](https://help.cloudfiles.io/salesforce/content-library-widget)

## 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)

[Security overview](/security)

## Loved by Teams. Backed by Results.

Don’t just take our word for it—take theirs...

> "CloudFiles has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended." — **Jeremy Ahoyo, Atlante**

> "CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!" — **Irwin Mencias, Mālama Solar**

> "CloudFiles' SharePoint/Salesforce integration is excellent. The team is collaborative, responsive, and highly knowledgeable. They go the extra mile to meet our needs. Highly recommend." — **Adam Ady, Anteriad**

> "CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses." — **Latha Davuluri, W. R. Grace & Co.**

> "Very flexible app that allows for customization without limiting you to specific use cases. Great fit for diverse business workflows. Love it!" — **William Hughes, Artisan Strategic Advisors, Inc.**

> "CloudFiles is incredibly robust and handles our document processes flawlessly. The highly responsive team are true problem solvers. Worth every dollar. Absolutely recommend for Salesforce." — **Victor Villalobos, The Financial Interior, LLP**

> "Fantastic app and high-level support! CloudFiles makes managing and organizing files in Salesforce super easy with seamless SharePoint integration." — **Alexander Brownbridge, LendInvest**

> "Flawless app with exceptional support. CloudFiles exceeds expectations in testing, implementation, migration, and automation. Highly recommend exploring this solution for connecting file storage to Salesforce" — **Mark Salib, BDA Partners**

> "Great app! Seamless integration with Salesforce and responsive support. CloudFiles has been a game-changer for our document management" — **Lorie Jone, Fidelis Wealth Advisors**

## CloudFiles Widgets Explained

**Q: What It Does**
- Creates a shared document library that lives inside Salesforce but stores files externally
- Enables internal users to view, upload, organize, and version-control documents
- Integrates with Salesforce metadata and Flows for custom automation
- Supports granular configuration by admins to control layout, behavior, and access

**Q: How It Works**
When added to a Lightning record page or tab:

- The widget connects to a base folder path in external storage defined by the admin
- Users can create folders, upload files or folders, and view documents with metadata
- File click behavior can be configured to preview, open in a new tab, or disable interaction
- Admins can enable custom Flow actions on individual files (resource-level) or bulk actions (list-level)

**Q: Popular use-cases**
- Maintain a centralized SOP repository across business units
- Enable Sales Enablement teams to access templates or pitch decks
- Store HR or compliance documents in one secure, shared location
- Give internal users access to version-controlled resources across objects

**Q: Benefits**
- Keeps Salesforce file storage usage minimal
- Centralizes content without replicating it across records
- Streamlines collaboration and approval workflows
- Integrates with Flows for scalable automation

## 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-file-and-folder-management-content-library-widget-footer)
