Unmatched Permission Controls in Salesforce
CloudFiles delivers precise, configurable document access controls that align with your organization’s security requirements. With Live Permission Handling, users see only what they’re authorized to—no exceptions.
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Powerful Permission Control with CloudFiles
CloudFiles offers a robust set of permission controls designed to keep sensitive information safe, reduce manual work, and align access precisely to your organization’s policies.
Live Permission Handling
Ensure access stays current without any manual intervention. CloudFiles instantly reflects permission changes from SharePoint & other external storages in Salesforce so users only see what they’re authorized to access.
- Prevent accidental data exposure with real-time permission enforcement.
- Instantly revoke or grant access as roles change in connected systems.
- Maintain compliance with always up-to-date access controls.
Granular Permissions
Assign detailed permissions for every document action. From uploading and downloading to sharing and deleting, you have full control over what each user can do.
- Configure permissions for specific actions across teams.
- Reduce risk by limiting sensitive operations to authorized users.
- Support complex workflows with flexible permission combinations.
Preconfigured Permission Sets
Speed up deployment with ready-made permission sets. CloudFiles provides default roles you can apply instantly or customize to fit any scenario.
- Assign Admin, Standard, External, or Field Service roles in seconds.
- Avoid setup errors with tested defaults.
- Adapt quickly as teams grow or needs change.
Automated Permission Assignment
Save time by automating how permissions are applied to users. CloudFiles supports automatic assignments during installation or via Salesforce Flows.
- Reduce admin workload by automating role assignment.
- Ensure consistency as new users join.
- Scale effortlessly without manual configuration.
Role-based Access (Super Admin, Standard User)
CloudFiles uses role-based access to define what features and actions each user can perform across the platform. Roles help you maintain security and delegate responsibility appropriately.
- Super Admin - Full access to all CloudFiles capabilities, including managing account settings, configuring permissions, accessing Document AI Playground, and overseeing all document operations.
- Standard User - Access to core document management features such as uploading, sharing, organizing, and viewing analytics, without administrative permissions or access to advanced configuration options.
Granular Permissions for Every Action
CloudFiles supports detailed permissions you can assign individually or group into permission sets. Each permission can be enabled or disabled as needed. Here are some of the permission set available -
Connect or Disconnect Files & Folders
Allows users to attach files and folders to Salesforce records or remove those links when no longer needed. Helps keep related documents organized by record.
Create Folders
Enables users to create subfolders within any connected folder directly from the Salesforce interface, supporting better file organization and structure.
Upload Files
Grants permission to upload files through the CloudFiles widget, including drag-and-drop uploads, making it easy to add new documents to connected storage.
Delete Files & Folders
Allows deletion of files and folders from Salesforce, as well as from the underlying external storage system (e.g., SharePoint), ensuring consistent data removal.
Update Files & Folders
Permits renaming files and folders or updating their metadata, such as descriptions or custom properties, to keep content accurate and organized.
Allow Download
Enables downloading of files from the CloudFiles widget or file preview, allowing users to access offline copies when needed.
Share Files & Folders
Allows users to generate secure sharing links to send files externally and to manage link settings like expiration dates or access restrictions.
View Sharing Settings
Grants visibility into sharing configurations, including who has access, whether a link is password-protected, and other sharing rules.
View Analytics
Provides access to engagement metrics for shared files and folders, such as who viewed them, how often, and how long they were engaged with the content.
Update Account Settings
Allows configuration of account-wide settings including billing details, default behaviors, and naming conventions (recommended for admin users only).
Stay compliant & secure.
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