Folder Operations in Salesforce
Perform essential folder actions directly from the CloudFiles widget. From creating and renaming to moving and deleting — all integrated with external storage and configurable through Flows.
Default Folder Operations in CloudFiles widget
Create Folder
Allows users to create new folders directly within the connected external storage.
Folder Upload
Enables uploading entire folders, including nested files and subfolders.
Delete Folder
Permanently deletes a folder and all its contents from the external drive.
Drag & Drop Folder Upload
Supports intuitive drag-and-drop uploads for full folders.
Open in Folder
Lets users jump to the file’s parent folder location for better navigation
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Custom Actions
Perform single or bulk folder actions like one-click archiving, bulk delete, & more, directly from the CloudFiles widget using custom Salesforce flows.
Internal Record Widget
Manage and perform folder operations on SharePoint or Google Drive files directly from Salesforce records without using Salesforce storage.
File Operations
Easily perform file operations like create, rename, delete, and move within external storage — right from the Salesforce interface.
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’ document management streamlines marketing and sales workflows, boosting efficiency while saving time and money.