CloudFiles Internal Record Widget
Manage files directly from Salesforce record pages — upload, organize, preview, share, and automate document workflows linked to each record
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Internal Record Widget Explained
The Internal Record Widget is a Lightning Web Component placed directly on Salesforce record pages — like Account, Opportunity, or Case — giving internal users instant access to documents stored in external drives such as SharePoint, Google Drive, Dropbox, or AWS S3. Without leaving Salesforce, users can upload, delete, preview, or share files while adhering to organization-wide permissions and folder structures.
What It Does
- Links and displays files tied to a specific Salesforce record
- Enables file actions like upload, delete, share, move, rename, preview
- Supports folder creation, folder uploads, and file click behaviors
- Connects seamlessly to external drives: SharePoint, Google Drive, AWS S3
- Syncs metadata and documents without consuming Salesforce storage
How It Works
When embedded in a record page:
- Admins configure it using a unique Configuration ID
- The widget loads the correct folder or file structure using base paths
- Users can interact with files based on enabled features
- File previews, downloads, sharing, and uploads happen in real time
- All updates reflect on the connected external storage
Popular use-cases
- Manage opportunity-related contracts directly in the Opportunity record
- Upload case attachments inside the Case page for agent access
- Enable project documentation sharing from custom Salesforce objects
- Track document engagement for key customer or deal files
Benefits
- Zero impact on Salesforce file storage
- Works across all standard & custom objects
- Fine-grained permissions and metadata enforcement
- Fully no-code setup with optional Flow actions
- Drag-and-drop file and folder upload support
Features & Configuration Breakdown
Explore all configurable options and capabilities available in the CloudFiles Internal Record Widget.
File Management Actions
Let your internal teams work faster with file-level controls.
- File Upload: Upload any number of files to the connected folder (up to 100 per batch)
- Preview in Salesforce: Instantly preview supported formats like PDF, DOCX, PPT inside Salesforce
- File Sharing: Generate secure sharing links with password protection, expiry settings, and view tracking
- File Actions: Rename, move, or delete files via dropdown — with optional Flow-based automation
Folder Management
Keep your records organized with folder-level structure.
- Create Folder: Add new folders directly from inside the record widget
- Folder Upload: Upload entire folders, including nested files — via button or drag & drop
- Folder Delete: Clean up outdated folders securely from the same interface
- Base Path Setup: Define a default folder structure per object — so users see only what they need
Automation & Custom Actions
Turn your widget into a powerful automation tool.
- Add custom Flow buttons beside each file or folder (e.g., send file via email, trigger approval)
- Return uploaded file metadata as output for Flow-based routing or alerts
- Use bulk actions like ‘Move’ or ‘Bulk Delete’ with list selections
- Define Flow inputs using dynamic variables (e.g., record ID, user role, document status)
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Jeremy Ahoyo
Atlante
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Mālama Solar
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Anteriad
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W. R. Grace & Co.
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William Hughes
Artisan Strategic Advisors, Inc.
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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."
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LendInvest
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BDA Partners
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Lorie Jone
Fidelis Wealth Advisors
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