File Operations in Salesforce

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.

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Default File Operations in CloudFiles Widget

These operations typically appear in the file-level dropdown...

Upload files in widget

Upload File

Upload single or multiple files (up to 100 at once) from your local system.

Drag & drop files

Drag and Drop Upload

Drag folders or files directly into the widget for upload.

Preview file

Preview in Salesforce

Open and view files directly within the Salesforce UI.

open in folder

Open in Folder

Jump to the file’s parent folder directly from search.

Open in app/library

Open in App/Library

Opens the document in a new tab within its native document library (e.g., SharePoint).

create sharing link

Create Sharing Link

Generate secure CloudFiles sharing links with configurable options like Expiration by date, Password protection, Download permissions wtc

edit sharing link

Edit Link Settings

Modify permissions, expiration rules, and link security.

file analytics dashboard

File Analytics Dashboard

Track - Views (total and unique), Time spent

download file

Download File

Save a copy of the file locally.

download file

Rename File

Update the name of an existing file.

download file

Move File

Change the file’s folder/location within the storage structure.

download file

Delete File

Permanently remove the file from the external storage.

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Custom actions tailored to your use case, an internal record widget to perform powerful file operations, and folder operations

Custom actions

Custom Actions

Perform single or bulk file actions like one-click archiving, bulk delete, & more directly from the CloudFiles widget using custom Salesforce flows.

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Internal Record Widget

Manage and perform file operations on SharePoint or Google Drive files directly from Salesforce records without using Salesforce storage.

Create Folder

Folder Operations

Easily perform folder operations like create, rename, delete, and move within external storage — right from the Salesforce interface.

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