Automatic metadata updates for Salesforce files and folders
CloudFiles renames a record's connected folder and updates its metadata the moment a Salesforce field changes, no one editing tags by hand. Search and reporting always run on values that are current.
Salesforce was never built to keep an external folder's metadata current
An account gets renamed, a deal changes stage, a customer moves tiers, and none of that reaches the SharePoint folder sitting outside Salesforce until someone remembers to update it by hand.
Without CloudFiles
- A folder's name in SharePoint or Google Drive drifts from the Salesforce record the moment someone renames the record, and nobody catches it until a search comes up empty
- Metadata columns like industry, region or customer tier get set once at folder creation and never touched again
- Finding a file means opening folders one by one, because the tags that would make search fast were never kept current
With CloudFiles
- A record-triggered flow renames the connected external folder automatically the instant the record's own name changes
- The same automation sets or updates metadata columns on a folder, or on individual files inside it, whenever a tracked Salesforce field changes
- Search and reporting run on metadata tags that are never more than one flow run behind Salesforce
What CloudFiles metadata automation actually does
Renames on a record-name change
A record-triggered flow renames the connected SharePoint folder the instant the record's own name changes.
Updates on any tracked field
The same flow-based mechanism sets or updates metadata columns, like industry, region or customer tier, whenever a tracked Salesforce field changes.
Mandatory columns block the upload
An admin can require a metadata value before a file will even finish uploading.
Configured per page
The Opportunity page, the Account page and an Experience Cloud site can each enforce a different set of mandatory columns.
How teams already keep external metadata in sync from Salesforce
Real scenarios CloudFiles' metadata automation is built to run, sourced from the Salesforce help center.
Keeping a folder name in step with the record
Rename a record's connected SharePoint folder automatically the moment the record's own name changes, with nobody editing the folder by hand.
Tagging files by industry or tier at upload
Require a metadata column, like industry or customer tier, to be set before a file upload will even complete.
Finding a file by its metadata, not its filename
Search and filter files in the Content Library by the same metadata columns kept current on external storage.
Updating metadata automatically on a field change
Set or update a folder's metadata columns automatically whenever a tracked Salesforce field, like stage or region, changes.
Correcting a value after the file has landed
Edit a metadata column on an already-uploaded file directly inside the CloudFiles widget, without leaving the Salesforce record.
Enforcing different rules on different pages
Configure a different set of mandatory metadata columns for the Opportunity page, the Account page or an Experience Cloud site, each independently.
Metadata is one piece of a bigger sharing model
Secure datarooms and sharing→
A folder shared through a dataroom link carries the same metadata tags kept current by this automation, so a recipient sees a correctly labeled folder, not a stale one.
Permission handling→
Updating a folder's metadata is itself a permission-gated action; the same permission sets that govern sharing and deleting also govern who can trigger a metadata update.
Document management for Salesforce→
Metadata updates are one piece of CloudFiles Document Management: the same connected folders, kept in sync with Salesforce automatically.
Stay compliant and 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 they are not used to train our AI models.
Metadata updates, answered directly
Yes. A record-triggered flow renames the connected SharePoint folder the moment the record's own name field changes.
Yes. An admin can make a SharePoint column mandatory in the CloudFiles upload widget, and the upload won't complete until every mandatory column has a value.
Yes. The same flow-based automation can set or update a folder or file's metadata columns whenever a tracked field, like industry or customer tier, changes.
SharePoint is the platform the published Salesforce tutorial and Test Drive both cover.
Yes. A value can be corrected from an edit icon inside the CloudFiles widget, without leaving Salesforce.
Yes. A widget configuration is set per page, so the Opportunity page, the Account page and an Experience Cloud site can each require different columns.
Book a demo
See how CloudFiles keeps a folder's name and metadata in sync with your own Salesforce records, automatically.