CloudFiles
CloudFiles
  • Видео 98
  • Просмотров 35 345
Automated Folder Hierarchies for Efficient External File Management in HubSpot
Thinking about getting CloudFiles? We'll schedule a call to help you discover the tool and feature pack that's best for you, free of charge - calendly.com/d/4pp-4nk-p67/cloudfiles-hubspot-discussion
Access the documentation on automated folder hierarchies -
help.cloudfiles.io/hubspot/automated-folder-hierarchies-for-managing-external-files-from-hubspot
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Просмотров: 24

Видео

AI for Documents Explained | CloudFiles x Dreamforce 2024 Theater Session
Просмотров 90Месяц назад
The theatre session showcased the capabilities of AI in processing documents, with a focus on automation and integration within the Salesforce ecosystem. Vishesh Singhal, CEO at CloudFiles, demonstrated how AI can extract text, classify documents, and verify information without the need for predefined formats, highlighting its efficiency in handling documents in multiple languages, including ha...
Cloudfiles Document AI | Demo Video
Просмотров 3814 месяца назад
Cloudfiles Document AI | Demo Video
CloudFiles Document Generation | Demo video
Просмотров 4145 месяцев назад
CloudFiles Document Generation | Demo video
CloudFiles Demo video | Document automation for Salesforce
Просмотров 1,1 тыс.6 месяцев назад
Transform your Salesforce document management with CloudFiles! Seamlessly bridge Salesforce and external storage systems, effortlessly manage files within Salesforce, and automate tasks with simple flow-based automations. With CloudFiles, you can create folder hierarchies, generate documents, share files, and more - all with 24x7 support and complimentary sandboxes. Ready to revolutionize your ...
Automated nested folders creation based on object relationships | Master Salesforce with CloudFiles
Просмотров 2116 месяцев назад
Automated nested folders creation based on object relationships | Master Salesforce with CloudFiles
Anonymous analytics on publicly shared docs on HubSpot | Master HubSpot in 10mins with CloudFiles
Просмотров 508 месяцев назад
In this video, we explore how you can publicly share PDFs and other documents stored in any cloud storage across various marketing channels such as social media, landing pages, banners, ads etc. through HubSpot - CloudFiles integration. Additionally, the ntegration also collects anonymous analytics and reports on it using HubSpot dashboards.
Salesforce Experience Cloud set-up | 3 Easy Steps | Under 10 mins
Просмотров 979 месяцев назад
Ready to dive into Salesforce Experience Cloud for your organization? Look no further! CloudFiles has got you covered with a quick and easy setup guide. Check out the steps below: 00:05 Step 1 - Enabling Digital Experience 02:00 Step 2 - Creating a Community 06:16 Step 3 - Publishing the Community But wait, there's more! Explore our comprehensive resource on everything you need to know about Sa...
Automated Folders for Managing External Files from Salesforce | Master Salesforce with CloudFiles
Просмотров 5699 месяцев назад
Welcome to our tutorial on creating Automated Folder Hierarchies for Managing External Files from Salesforce Objects. We will use CloudFiles flow actions to create these automated folders and sub-folders, associate them to salesforce objects and access them within Salesforce. 00:00 Introduction 00:36 Automated Folders and Sub-Folders in action 01:21 Pre-requisites 02:33 Step 1 - Create Parent F...
HubSpot Email Attachment Tracking Dashboard for Marketers | Master HubSpot in 10mins with CloudFiles
Просмотров 26811 месяцев назад
Welcome to our tutorial on maximizing the impact of your HubSpot email campaigns with CloudFiles! In this step-by-step guide, we'll show you how to seamlessly integrate file tracking, analytics, and reporting within HubSpot to bridge the analytics gap for HubSpot marketers in mass e-mail campaigns. 00:00 Introduction 00:39 Pre-requisites 02:32 Create a CloudFiles Link 04:02 Update HubSpot Email...
CloudFiles Company Retreat 2023 Highlights | Adventurous Trip to Chikkamagaluru | RiverMist Resorts
Просмотров 390Год назад
Experience the wild side of CloudFiles on our adventurous retreat to Chikmagalur! From trekking and river walks to showcasing our dance moves and epic tug of war, We left our screens behind for some unforgettable adventures. Our riverside barbecue, infinity pool fun, and laughter-filled adventures made this retreat unforgettable. We're now refreshed and ready to take on new challenges at CloudF...
WEBINAR | Mastering Salesforce SharePoint Integration with CloudFiles | Get Started Now!
Просмотров 1,7 тыс.Год назад
Subscribe to our mailing list to get up-to-date about our next webinars, register here: www.cloudfiles.io/webinars Mastering Salesforce SharePoint Integration | Webinar | 12th October 2023 00:00 Introduction 00:38 Agenda for the Webinar 01:09 Why should you connect Salesforce and SharePoint? 02:27 Explore Files Connect (Demo) 04:35 Solution: Build or Buy? 05:45 CloudFiles Introduction 06:41 Clo...
Exciting Webinar Alert | Master Salesforce SharePoint Integration with CloudFiles! 🚀
Просмотров 45Год назад
Are you ready to conquer the challenges of managing Salesforce and SharePoint together? Join us for an informative webinar by CloudFiles, where we'll unveil the secrets to "Mastering Salesforce SharePoint Integration with CloudFiles." In this webinar, we address pain points like costly Salesforce storage, limited file management features, and fragmented teamwork. Discover how to bridge the gap,...
Files Connect set-up for Salesforce SharePoint Integration | Get started in 6 Easy Steps
Просмотров 11 тыс.Год назад
To learn more about Salesforce SharePoint integration, please visit our detailed guide - www.cloudfiles.io/blog/the-ultimate-guide-to-salesforce-sharepoint-integration Discover a seamless and efficient way to integrate Salesforce and SharePoint with Files Connect. In this video, we will guide you through the easy setup process, enabling enhanced collaboration and data management between the two...
HubSpot Workflow - Create nested folders in SharePoint and receive files without sharing access
Просмотров 363Год назад
HubSpot Workflow Automation for sales teams : 1. Create nested folders in SharePoint 2. Copy files 3. Attach to HubSpot records 4. Setup file portal for receiving files directly in SharePoint 6. Actionable notifications on file received
Create nested folders in Google Drive using HubSpot Workflow
Просмотров 124Год назад
Create nested folders in Google Drive using HubSpot Workflow
CloudFiles Automation - HubSpot Workflow Setup and Troubleshooting
Просмотров 65Год назад
CloudFiles Automation - HubSpot Workflow Setup and Troubleshooting
Requesting & storing sensitive files using HubSpot & CloudFiles
Просмотров 220Год назад
Requesting & storing sensitive files using HubSpot & CloudFiles
Salesforce document automation & sharing
Просмотров 370Год назад
Salesforce document automation & sharing
CloudFiles pitch at Pilani Sharks, BGM'23
Просмотров 566Год назад
CloudFiles pitch at Pilani Sharks, BGM'23
Block Free Emails from viewing SharePoint using HubSpot | Tanya's Tips 'n Tricks
Просмотров 83Год назад
Block Free Emails from viewing SharePoint using HubSpot | Tanya's Tips 'n Tricks
Password Protect SharePoint Files from HubSpot | Tanya's Tips 'n Tricks
Просмотров 806Год назад
Password Protect SharePoint Files from HubSpot | Tanya's Tips 'n Tricks
Case-Study | CloudFiles - Sav | Intellectual Idea Protection for Stealth Startup
Просмотров 83Год назад
Case-Study | CloudFiles - Sav | Intellectual Idea Protection for Stealth Startup
Allow & Block emails & domains on One Drive Files from HubSpot | Tanya's Tips 'n Tricks
Просмотров 912 года назад
Allow & Block emails & domains on One Drive Files from HubSpot | Tanya's Tips 'n Tricks
Password Protect OneDrive Files from HubSpot | Tanya's Tips 'n Tricks
Просмотров 1,7 тыс.2 года назад
Password Protect OneDrive Files from HubSpot | Tanya's Tips 'n Tricks
How to track downloads & views on OneDrive Files from HubSpot | Tanya's Tips 'n Tricks
Просмотров 2232 года назад
How to track downloads & views on OneDrive Files from HubSpot | Tanya's Tips 'n Tricks
Track Pagewise analytics on OneDrive Files from HubSpot | Tanya's Tips 'n Tricks
Просмотров 272 года назад
Track Pagewise analytics on OneDrive Files from HubSpot | Tanya's Tips 'n Tricks
Collect emails on OneDrive Files from HubSpot | Tanya's Tips 'n Tricks
Просмотров 352 года назад
Collect emails on OneDrive Files from HubSpot | Tanya's Tips 'n Tricks
Chronicles of a CRM admin
Просмотров 1162 года назад
Chronicles of a CRM admin
Password Protect Google Drive Files from HubSpot | Tanya's Tips 'n Tricks
Просмотров 482 года назад
Password Protect Google Drive Files from HubSpot | Tanya's Tips 'n Tricks

Комментарии

  • @KavyashreeShashikumar
    @KavyashreeShashikumar 17 дней назад

    While saving a External Data Source in my salesforce org. getting this error :The value of the "ErrorDescription" parameter contains a character that is not allowed or the value exceeds the maximum allowed length. Remove the character from the parameter value or reduce the value length and resubmit. If the error still persists, report it to our Customer Support team. Provide the URL of the page you were requesting as well as any other related information.

  • @IIIllllIIIIlllll
    @IIIllllIIIIlllll 23 дня назад

    Great vid. We got all the way to around 9:07. But when we click Upload then pick SharePoint (under Connected sources), it says "This folder is empty. When files are added to it, you'll see them here." If we try searching, it says "Can't complete search. Search can't run because of an error, or search isn't supported for this source." Any ideas how to fix? Seems we are so close to having this working. Thanks

    • @IIIllllIIIIlllll
      @IIIllllIIIIlllll 23 дня назад

      Disregard - not sure what changed but it started working just now. I did hit Grant Consent in the Azure app registration, maybe that was what did the trick? Or just needed more time to process. Either way this worked. Fantastic video

  • @adityaprasad2255
    @adityaprasad2255 Месяц назад

    What about visibility of the files, how can I control it? What if all of the users wants to use this feature, so each time do I have to give the document ID in flow?

  • @DarrenJohnson42
    @DarrenJohnson42 Месяц назад

    Sorry, I complimented how things worked before I actually tried to attach the file to my customer account. Navigating to the file works as expected. When I click attach I get this odd error message. Any idea why I am getting this "The action you performed was invalid for your session. Please refresh your page and try again". Refreshing the page does not clear this error.

  • @DarrenJohnson42
    @DarrenJohnson42 Месяц назад

    This video was great. I want to replicate this same process using OneDrive. I assume everything will be the same except for secrets, tokens, etc... Can you share a link or pointer to your video that explains this for OneDrive?

  • @mazeetech
    @mazeetech 5 месяцев назад

    Thanks for sharing! great intro by the way

  • @pradeepjonnalagadda7859
    @pradeepjonnalagadda7859 6 месяцев назад

    Thanks for the great video! When a new file is created in SharePoint is it automatically available in Salesforce for apex program to process it? In other words, if new files are available are they available in Salesforce without user intervention.

    • @cloudfilesapp
      @cloudfilesapp 6 месяцев назад

      Hello, thank you for your response. It is not automatically available in Salesforce. For this, you can use a paid solution like CloudFiles. If you are interested, you can book a demo with us at meet.cloudfiles.io/salesforce and we will help you to get started with your use case

  • @juliepowers8375
    @juliepowers8375 6 месяцев назад

    Can you use the same process to export a report on a schedule to SharePoint or One Drive? I need people not in Salesforce to be able to see a report list of existing accounts. I already created the report and put it on a schedule. It is just that so many new people keep asking for it, it has become burdensome. I would rather have a list they can go look at in SharePoint or One Drive that just gets updated weekly by my report. Will file connect work for that as well?

    • @cloudfilesapp
      @cloudfilesapp 6 месяцев назад

      Hello, thank you for reaching out! Files connect doesn't provide capability to upload files to sharepoint, and doesn't provide any automated way of working with it either. They can use CloudFiles for this. They would need to setup the report to be emailed to a specific email address, which we will configure in Salesforce. CloudFiles will pick the attachments from such emails and move them to sharepoint. You can reach out to us at - support@cloudfiles.io to discuss this further. Alternatively, you can book a demo with us at - meet.cloudfiles.io/salesforce

  • @retsarrd
    @retsarrd 6 месяцев назад

    For the Get Account Record element, what is the value that you selected for the AccountId?

  • @jaiganeshpalani3253
    @jaiganeshpalani3253 7 месяцев назад

    Great!! Helpful material.

  • @javirbls8492
    @javirbls8492 8 месяцев назад

    Fantastic video! Although the search functionality is not working, it doesnt return files looking for their file name, but I can navigate to them and they are there, any idea why is this happening?

    • @cloudfilesapp
      @cloudfilesapp 8 месяцев назад

      Thank you for your appreciations. SharePoint search has issues in general. If you're experiencing issues with the search function, try using complete words. Sometimes the system has trouble with partial searches.

  • @RajeshDammalapati-i9l
    @RajeshDammalapati-i9l 9 месяцев назад

    if we upload a document in sharepoint,it should be linked to a record,is it possible?

    • @cloudfilesapp
      @cloudfilesapp 9 месяцев назад

      Hello @user-so4gm4bd1o. Yes, it is possible

  • @sairam3292
    @sairam3292 9 месяцев назад

    Hello, Thanks for steps..I did try , but it is getting OAuth token expired when I validate and sync.Can you please help why it is getting this error? , currently it is authenticated successfully

    • @cloudfilesapp
      @cloudfilesapp 9 месяцев назад

      Hello, can you please try disconnecting and re-connecting? It should work.

    • @cmonforton
      @cmonforton 9 месяцев назад

      @@cloudfilesapp I'm having this exact same issue. I have disconnected and re-connected several times and still having the same message. Appreciate your time.

    • @ayyappav-m3c
      @ayyappav-m3c 25 дней назад

      @@cloudfilesapp i am also getting the same error on clicking on Validate and Sync Status : OAuth token expired ca anyone help me with this error

  • @mauriedenzel2028
    @mauriedenzel2028 9 месяцев назад

    'PromoSM'

  • @ganeshhon8345
    @ganeshhon8345 10 месяцев назад

    Hi, is there any option to check which file has password, in bulk.

  • @lukaslukykalna
    @lukaslukykalna 10 месяцев назад

    We would like to automate a link between our SharePoint and a Hubspot deal. We want SharePoint to add a folder structure every time a new Hubspot deal is created. The folder structure should also adopt the name of the Hubspot deal. How could we implement this?

    • @cloudfilesapp
      @cloudfilesapp 10 месяцев назад

      Hi Lukas, this can be easily achieved using the simple create folder & create attachments actions. Feel free to book a call here and we can help with the setup: meet.cloudfiles.io/hubspot You can also refer to this help article: help.cloudfiles.io/hubspot/workflow-actions Thanks

  • @narunaram
    @narunaram 10 месяцев назад

    Can u I se file connect to integrate with Azure Blob Storage as well?

    • @cloudfilesapp
      @cloudfilesapp 10 месяцев назад

      Hi, Although Files Connect doesn't currently support direct integration between Salesforce and Azure Blob storage, you can establish this connection seamlessly through CloudFiles. Our team is ready to assist you in setting it up. Please reach out to us at support@cloudfiles.io to schedule a call and discuss this further.

  • @subhamMohapatra-1992
    @subhamMohapatra-1992 11 месяцев назад

    Thank you so much for the video. I have a query. How to control file access. e.g- i have 2 groups. 1 group stores files in a folder on SP and other group usage different folder. I want to show them only the files either based on their SP access or some other logic may be ?

    • @cloudfilesapp
      @cloudfilesapp 11 месяцев назад

      We can help you to solve this problem using CloudFiles since native Files connect doesn't provide folder organization. Please reach out to us at support@cloudfiles.io to schedule a call and discuss this further.

  • @yohomeboyarden
    @yohomeboyarden Год назад

    This guide was very helpful, but when I validate and sync, sharepoint informs me that I have ran into an "unknown error" do you have any suggestions on how to troubleshoot this?

    • @cloudfilesapp
      @cloudfilesapp Год назад

      Hi, this could be configuration issue. Salesforce error messages are not very helpful unfortunately. We will love to go through your configuration and help you with it. Please feel free to reach out to us at support@cloudfiles.io to schedule a call.

  • @NamanG24
    @NamanG24 Год назад

    This video is really helpful.

  • @justinthomas594
    @justinthomas594 Год назад

    Thank you for your clear, comprehensive and helpful video!

  • @HannahJohnson-jx8uy
    @HannahJohnson-jx8uy Год назад

    Hello! I notice that you use Notes & Attachments in your demos, can I check whether this works with the Files related list as well?

    • @cloudfilesapp
      @cloudfilesapp Год назад

      Hi Hannah, Sure. Irrespective of which section you upload files to, Salesforce stores them all as Content Documents in the files tab. CloudFiles uses these content documents to auto-upload the files to cloud drives or do other actions to them. So it should work with Files related list as well. Request you to reach out to us on support@cloudfiles.io or siddharth@cloudfiles.io . We can clarify this on a quick call.

  • @kiranagrawal6944
    @kiranagrawal6944 Год назад

    Supar

  • @amitbehere5793
    @amitbehere5793 2 года назад

    Awesome ❤loved it❤

  • @makershakerwaker9754
    @makershakerwaker9754 2 года назад

    Lol

  • @ayushkumarsinghal2877
    @ayushkumarsinghal2877 2 года назад

    Nice explaining...👏👏

  • @benjaminx7294
    @benjaminx7294 2 года назад

    𝐩яⓞ𝓂𝓞Ş𝐦 😍

  • @NamanG24
    @NamanG24 2 года назад

    Powerful & Crisp Demo!