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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by companies across industries — from finance, real estate to healthcare.
Default File Operations in CloudFiles Widget
These operations typically appear in the file-level dropdown...
Upload File
Upload single or multiple files (up to 100 at once) from your local system.
Drag and Drop Upload
Drag folders or files directly into the widget for upload.
Preview in Salesforce
Open and view files directly within the Salesforce UI.
Open in Folder
Jump to the file’s parent folder directly from search.
Open in App/Library
Opens the document in a new tab within its native document library (e.g., SharePoint).
Create Sharing Link
Generate secure CloudFiles sharing links with configurable options like Expiration by date, Password protection, Download permissions wtc
Edit Link Settings
Modify permissions, expiration rules, and link security.
File Analytics Dashboard
Track - Views (total and unique), Time spent
Download File
Save a copy of the file locally.
Rename File
Update the name of an existing file.
Move File
Change the file’s folder/location within the storage structure.
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
Perform single or bulk file actions like one-click archiving, bulk delete, & more directly from the CloudFiles widget using custom Salesforce flows.
Internal Record Widget
Manage and perform file operations on SharePoint or Google Drive files directly from Salesforce records without using Salesforce storage.
Folder Operations
Easily perform folder operations like create, rename, delete, and move within external storage — right from the Salesforce interface.
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CloudFiles’ document management streamlines marketing and sales workflows, boosting efficiency while saving time and money.
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