This guide takes you from the Salesforce AppExchange listing to a working CloudFiles installation connected to your storage. You will install the managed package, connect a CloudFiles account, and verify the widget on a record page.
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Before you startYou need a Salesforce admin profile and a CloudFiles account. Professional Edition has extra steps because it lacks API access by default.
Install the package
1
Open the AppExchange listing
Search for CloudFiles on the AppExchange, or use the direct install link from your welcome email. Click Get It Now.
2
Choose who gets access
Select Install for Admins Only for the first rollout — you can extend to all users after configuration.
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3
Approve third-party access
Salesforce asks you to approve API callouts to
api.cloudfiles.io. This is required for the widget and flow actions to function. Why are these accesses asked?Connect your CloudFiles account
After installation, open the CloudFiles Settings tab from the App Launcher and sign in. This binds your org to a CloudFiles workspace.
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Integration user mattersConnect with a dedicated integration user, not a personal admin account — automations run as this user, and personal account deactivation is the #1 cause of broken flows.
Verify the installation
Add the CloudFiles widget to any Account record page via Lightning App Builder. If the widget loads and shows your storage tree, you are done. Next: ⚙ Connect a storage library → Share & track your first file