Perform essential file actions directly from the CloudFiles widget. From uploading and sharing to renaming and deleting, — fully integrated with external storage and configurable through Flows.
by companies across industries — from finance, real estate to healthcare.
These operations typically appear in the file-level dropdown...
Upload single or multiple files (up to 100 at once) from your local system.
Drag folders or files directly into the widget for upload.
Open and view files directly within the Salesforce UI.
Jump to the file’s parent folder directly from search.
Opens the document in a new tab within its native document library (e.g., SharePoint).
Generate secure CloudFiles sharing links with configurable options like Expiration by date, Password protection, Download permissions wtc
Modify permissions, expiration rules, and link security.
Track - Views (total and unique), Time spent
Save a copy of the file locally.
Update the name of an existing file.
Change the file’s folder/location within the storage structure.
Permanently remove the file from the external storage.
Custom actions tailored to your use case, an internal record widget to perform powerful file operations, and folder operations
Perform single or bulk file actions like one-click archiving, bulk delete, & more directly from the CloudFiles widget using custom Salesforce flows.
Manage and perform file operations on SharePoint or Google Drive files directly from Salesforce records without using Salesforce storage.
Easily perform folder operations like create, rename, delete, and move within external storage — right from the Salesforce interface.
CloudFiles’ document management streamlines marketing and sales workflows, boosting efficiency while saving time and money.
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