CloudFiles Content Library
The CloudFiles Content Library is your centralized interface to explore, organize, and take action on all your external storage files and folders — without ever leaving Salesforce. You can view, manage, and automate your file operations in a unified library view.
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Features & Configuration Breakdown
Explore all configurable options and capabilities available in the CloudFiles Content Library.
Access Your Entire External Library
Connect your external storage and instantly access all your files and folders directly within Salesforce. The Content Library provides an intuitive interface to:
- Browse nested folder structures
- Search and filter files
- View storage-specific metadata like Drive ID, File ID, Created By, and more
- Instantly copy metadata for use in Salesforce Flows, Apex, or integrations
Advanced Permission Control
With CloudFiles, you’re always in control of who sees what:
- Restrict access to specific base folders using the Base Path setting
- Hide irrelevant files and maintain cleaner folder structures
- Configure widget behavior, including what metadata columns are visible
- Define click behaviors: Preview, open in tab, or no action
Automation & Custom Actions
Turn your widget into a powerful automation tool.
- Add custom Flow buttons beside each file or folder (e.g., send file via email, trigger approval)
- Return uploaded file metadata as output for Flow-based routing or alerts
- Use bulk actions like ‘Move’ or ‘Bulk Delete’ with list selections
- Define Flow inputs using dynamic variables (e.g., record ID, user role, document status)
Powerful File & Folder Management
The Content Library offers everything you need to organize your content:
- Create folders on-the-fly
- Upload folders or drag-and-drop files
- Rename, move, delete with ease
- Enable list actions like bulk operations for selected items
- Add custom flow-based list actions, such as “Bulk Archive” or “Bulk Share”
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CloudFiles has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended.
Jeremy Ahoyo
Atlante
CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!
Irwin Mencias
Mālama Solar
CloudFiles' SharePoint/Salesforce integration is excellent. The team is collaborative, responsive, and highly knowledgeable. They go the extra mile to meet our needs. Highly recommend.
Adam Ady
Anteriad
CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses.
Latha Davuluri
W. R. Grace & Co.
Very flexible app that allows for customization without limiting you to specific use cases. Great fit for diverse business workflows. Love it!
William Hughes
Artisan Strategic Advisors, Inc.
CloudFiles is incredibly robust and handles our document processes flawlessly. The highly responsive team are true problem solvers. Worth every dollar. Absolutely recommend for Salesforce.
Victor Villalobos
The Financial Interior, LLP
Fantastic app and high-level support! CloudFiles makes managing and organizing files in Salesforce super easy with seamless SharePoint integration.
Alexander Brownbridge
LendInvest
Flawless app with exceptional support. CloudFiles exceeds expectations in testing, implementation, migration, and automation. Highly recommend exploring this solution for connecting file storage to Salesforce
Mark Salib
BDA Partners
Great app! Seamless integration with Salesforce and responsive support. CloudFiles has been a game-changer for our document management
Lorie Jone
Fidelis Wealth Advisors
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