With FileCloud, users can securely access, share files stored in FileCloud from Salesforce. FileCloud makes files stored in any on-premise, public or hybrid cloud available within Salesforce. Embed the FileCloud interface within Salesforce records.
● Upload, download, access and share remote files from within Salesforce
● Files can be stored in on-premise or public cloud (Amazon AWS, Microsoft Azure) can be accessed securely inside salesforce from anywhere.
● Share files and collaborate with team members, even if they are not Salesforce users
● Integrate Salesforce with existing file servers along with file permission
● Get advanced file analytics - who has shared and who has downloaded files
● Link FileCloud content with specific Salesforce records
● Easy to access and share large files from Salesforce
● Monitor customer activity (like downloads)
● Unlimited file versioning. Access older versions of a file
Adding FileCloud to Salesforce
To integrate FileCloud with Salesforce proceed on following the steps below.
1) Access https://appexchange.salesforce.com/ and login with your Salesforce credentials
2) On the Search bar located on the Top-Center section, search for "FileCloud Enterprise File Sharing", Once found click on it to enter our FileCloud App for Salesforce.
3) Click on "Get it Now" and a pop-up window will appear, from it select "Install in a Production Environment"
4) Once Done select "Install for All Users" and Click Install. Wait for the installation to complete.
5) Once Completed, you will see FileCloud EFSS under you Installed Packages. Click the App Launcher located on the top-left corner.
6) From the App Launcher Click on FileCloud EFSS
7) Installation Completed!
Configuring FileCloud with Salesforce
Once you have completed steps 1-7 to install/integrate FileCloud with Salesforce, complete the following:
1) Enable Salesforce integration by accessing FileCloud's Admin portal > Settings> Third Party Integrations > Salesforce.
Click on "Enable Salesforce Integration" also Click on Generate Secret copy the key and click on save.
2) Configure which users have access to FileCloud's integration with Salesforce.
- In the Salesforce App Manager, click the drop-down list across from FileCloud EFSS, and click Manage.
- Click Edit Policies.
- Under OAuth policies, in the Permitted Users drop-down list choose Admin approved users are pre-authorized.
- Click Save.
3) Proceed with the configuration of FileCloud within Salesforce. Access Salesforce and click on "Configure FileCloud" tab.
Within the Configure FileCloud tab click on edit , Add your FileCloud's URL under Domain and past the Secret Key generated on Step 1 under Client Secret. Once done click save.
4) Access the FileCloud tab located at the left-side from Configure FileCloud, FileCloud should Load and allow you to login.
In case you obtain "Access Denied" or any similar error proceed with Step #4.
4) To correct the Access Denied or similar error on Salesforce proceed with the follow:
a) Direct yourself to htdocs located in C:\xampp\htdocs
b) with a text editor or Windows notepad open .htaccess
c) Change the follow Header set X-Frame-Options "SAMEORIGIN" within .htaccess. To Header set X-Frame-Options "ALLOW-FROM https://YOUR-FILECLOUD-URL" , for details please review below.
d) Once completed go back to Salesforce and refresh the website, FileCloud should load normally.