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CloudFiles Help

Documents, where your CRM lives. Here’s how.

Guides and reference for every CloudFiles surface — pick your platform and go.

For Salesforce teams

Salesforce

Managed package, widgets, flow actions, Apex, Experience Cloud. Most CloudFiles customers start here.

🚀 Install 🧪 Test drives ⚡ Flow actions 🔧 Troubleshoot
DOC MANAGEMENT · DOC GENERATION · DOC AI · PLATFORM
Open Salesforce docs →
For HubSpot teams

HubSpot

Marketplace app, record widgets, workflow actions, datarooms and document generation.

🚀 Install ⚡ Workflow actions
DOC MANAGEMENT · DOC GENERATION · PLATFORM
Open HubSpot docs →

Developer reference

REST API · Apex client · Events & webhooks — one grammar, every surface.

GET /v1/folders/:id Open reference →
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Guides End-to-end workflow walkthroughs — portal setup, doc-gen automation, AI intake — across products.
Browse guides →
Or jump by task
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Set up CloudFiles

Install, connect storage, add widgets.

 ⚙

Connect storage

SharePoint, Drive, S3 and 7 more libraries.

 ⚡

Automate documents

Folder structures, doc-gen, AI extraction.

 🔧

Fix something

Errors, FAQs and debugging guides.
Latest release v5.236 · Feb 6, 2026 — Document Mapper: run history with per-field confidence scores. All release notes →