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.
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CloudFiles Widgets Explained
What Are CloudFiles Widgets?
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)
Core Use Cases
- 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
Why Use Widgets Instead of Building From Scratch?
- 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
Available CloudFiles Widgets for Salesforce
Modular components for file management, sharing, and automation.
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
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Atlante
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Anteriad
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W. R. Grace & Co.
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Artisan Strategic Advisors, Inc.
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The Financial Interior, LLP
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LendInvest
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BDA Partners
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Fidelis Wealth Advisors
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