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

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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)

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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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Content Library Widget

Centralized file access for teams.

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Internal Record Widget

File control on record pages.

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Experience Cloud Widget

Secure file access on portals.

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Real Time Sync

Keep Salesforce in perfect sync with your storage.

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Permission Control

Control who sees what, down to the last detail.

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File & Folder Management

Smart folder structure. Effortless file handling.

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Stay compliant & secure.

We work with independent experts to verify our security, privacy and compliance controls, and have achieved certification against stringent standards.

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Loved by Teams. Backed by Results.

Don’t just take our word for it—take theirs...

"CloudFiles has 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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