CloudFiles Experience Cloud Widget
Enable secure file sharing and collection directly from Salesforce Experience Cloud — collaborate seamlessly with partners, customers, and external users.
Features & configuration breakdown
Permissions & Upload Controls
Manage exactly what external users can do through the widget.
- Enable/disable: File Upload, Folder Upload, Create Folder, Delete File/Folder
- Control sharing via: Create Sharing Link, Allow Download toggles
- Assign access per user group via Experience Cloud permissions
- Set Widget Base Path to control starting folder access
Upload Management & Restrictions
Ensure files collected from users are relevant, secure, and well-organized.
- Set file type restrictions (e.g., only PDFs, DOCX)
- Add mandatory fields like “Title” or “Description” during upload
- Upload entire folders with preserved structure
- Automatically route files to the right directory
Flow Automation & Integration
Power downstream workflows and business processes.
- Return uploaded file metadata for Flow or Apex automation
- Trigger actions: email alerts, task assignments, approvals, etc.
- Use Widget Config ID to manage versioned setups across Experience Sites
- Seamlessly integrate with internal Salesforce records
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.
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CloudFiles has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended.
CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!
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.
CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses.
Very flexible app that allows for customization without limiting you to specific use cases. Great fit for diverse business workflows. Love it!
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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
Great app! Seamless integration with Salesforce and responsive support. CloudFiles has been a game-changer for our document management
Experience Cloud Widget Explained
The CloudFiles Experience Cloud Widget lets external users—like partners or customers—securely upload, view, and manage files on Salesforce Experience Cloud sites. It connects Salesforce records with cloud storage (SharePoint, Google Drive, AWS S3), enabling seamless document collaboration without consuming Salesforce storage or requiring user licenses.
- Enables secure document sharing and collection from Experience Cloud users
- Syncs uploaded files to cloud storage instead of Salesforce
- Offers granular permissions: upload, delete, download, share, etc.
- Supports mandatory metadata fields for file uploads
- Ideal for onboarding, partner collaboration, and external service workflows
When added to an Experience Cloud site:
- Admin installs and configures the widget via Site Builder
- A unique Configuration ID sets permissions and view access
- Community users interact with the widget to upload or manage files
- Files sync directly to linked cloud storage
- Metadata from uploaded files is returned for Flow or automation use
- Allow new customers to upload onboarding documents directly into mapped folders
- Enable partners to submit marketing assets through a shared portal
- Collect and organize claim documents or service-related files from external users
- Create vendor collaboration spaces without providing internal system access
- Allows external users to manage files without Salesforce licenses
- Keeps internal storage clean by routing files directly to cloud drives
- Supports secure upload controls with metadata validation and base path access
- Works across cloud storage providers with full two-way sync
- Seamless integration into branded Experience Cloud portals
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