# Features - Doc Man - File & Folder Management - Widgets - Internal Record Widget > Enable secure file sharing and collection directly from Salesforce Experience Cloud — collaborate with partners, customers, & external users ## CloudFiles Internal Record Widget Manage files directly from Salesforce record pages — upload, organize, preview, share, and automate document workflows linked to each record [Book a Demo](https://meet.cloudfiles.io/salesforce?utm_content=sf-file-and-folder-management-internal-record-widget-hero) · [Read Technical Guide](https://help.cloudfiles.io/salesforce/internal-record-widget) *Trusted by leading teams worldwide* Logos: General Mills, Dun & Bradstreet, Wingstop, PenFed, Aviva, Ohio University, CA Conservation Corps, NC State Auditor, Arthrex, Commvault, Computacenter, Aggreko, ITW, Lummus, Northumbrian Water, Hamptons, Anteriad, BrightNight ## Features & configuration breakdown ### File Management Actions 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 [Explore More](https://cloudfiles.io/salesforce/features/file-operations) ### Folder Management 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- Folder Upload: Upload entire folders, including nested files — via button or drag & drop - Folder Delete: Clean up outdated folders securely from the same interface - Base Path Setup: Define a default folder structure per object — so users see only what they need [Explore More](https://help.cloudfiles.io/salesforce/cloudfiles-uploader-widget) ### Automation & Custom Actions 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) [Learn More](https://www.cloudfiles.io/salesforce/features/custom-actions) ## 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** ## Internal Record Widget Explained **Q: 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 **Q: 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 **Q: 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 **Q: 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 ## 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-internal-record-widget-footer)