CloudFiles Widgets for Salesforce
CloudFiles Widgets are Lightning Web Components for Salesforce that let users upload, manage, share, and process documents directly from record pages, Experience Cloud sites, and screen flows — all integrated with external storage like SharePoint, Google Drive, AWS S3 and more.
Available CloudFiles Widgets for Salesforce
Content Library Widget
For internal teams to manage a centralized file library. For example, Enable your legal or sales ops teams to manage template libraries or SOP documents from within Salesforce.
- Deployable on record pages or custom tabs
- Connects to a designated folder structure in external storage
- Supports version control, metadata editing, and file tagging
- Ideal for teams that need access to shared document repositories across objects
CloudFiles Upload Widget
This component enables file uploads directly to external storage. Example: Use it during KYC or onboarding flows to upload documents directly to SharePoint or S3.
- Built as a Flow Screen Component (LWC)
- Uploads files directly to external storage (bypassing Salesforce storage)
- Supports pre-signed URLs, dynamic folder paths, and file validations
- Pass Flow variables like Record ID, file type, or folder name for automation
Experience Cloud Widget
Enable Experience Cloud users to securely share and receive documents. For example, let vendors upload invoices or compliance documents via portal login.
- Embed in Experience Builder sites for authenticated users
- Fully integrated with external storage and record context
- Control permissions, access limits, and file visibility
- Supports bi-directional file sync
Internal Record Widget
Manage record-linked files directly on internal Salesforce pages. For example, Reps can manage proposal documents linked to opportunities from the record itself.
- Add to record detail pages for contextual file access
- Supports folder structure, uploads, delete, and drag-drop
- Configure actions like share links, open in app, or launch Flows
- Full control over file behavior, columns, and permissions
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!
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.
Fantastic app and high-level support! CloudFiles makes managing and organizing files in Salesforce super easy with seamless SharePoint integration.
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
CloudFiles Widgets Explained
CloudFiles Widgets are configurable LWCs that allow Salesforce admins to embed document capabilities anywhere in the UI — including the following. These components connect seamlessly to external storage platforms, enabling real-time file operations without consuming Salesforce File Storage.
- Record Detail Pages (Lightning App Builder)
- Experience Cloud Sites (Community Builder)
- Flow Builder (Screen Flows)
- Integrate external storage into Salesforce (SharePoint, Google Drive, AWS S3)
- Upload and manage files through screen flows or record pages
- Collect and share files securely with Experience Cloud users
- Trigger custom Flows (e.g., delete, move, generate, or verify documents)
- Support for AI processing and metadata enrichment
- Fully tested and secure
- Built to scale with external file systems
- Ready for Flow & Apex integration
- Compatible with Salesforce permissions, sharing rules, and UI structure
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