# Features - Doc Man - File & Folder Management - Widgets - Experience Cloud Widget

> Enable secure file sharing and collection directly from Salesforce Experience Cloud — collaborate with partners, customers, & external users

## CloudFiles Experience Cloud Widget

Enable secure file sharing and collection directly from Salesforce Experience Cloud — collaborate seamlessly with partners, customers, and external users.

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

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## Features & configuration breakdown

### Permissions & Upload Controls

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

[Learn More](https://help.cloudfiles.io/salesforce/experience-cloud-widget-guide)

### Upload Management & Restrictions

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

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

### Flow Automation & Integration

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

[Learn More](https://help.cloudfiles.io/salesforce/experience-cloud-widget-guide)

## 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**

## Experience Cloud Widget Explained

**Q: What It Does**
- 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

**Q: How It Works**
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

**Q: Popular use-cases**
- 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

**Q: Benefits**
- 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

## 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-experience-cloud-widget-footer)
