# Install CloudFiles in Salesforce

From AppExchange to a connected account in about 15 minutes.

> Kind: Quick start · Updated: Jun 11, 2026

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.

> **Before you start** — You 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.
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.

*[video: 2-min walkthrough: connecting your account and first widget setup]*

> **Integration user matters** — Connect 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