Integrating FileCloud with Salesforce

Salesforce Integration

FileCloud makes files stored in any on-premises, public or hybrid cloud available within Salesforce. To configure this function, embed the FileCloud interface within Salesforce records.

Key benefits:
● 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:

  1. Access and login with your Salesforce credentials

  2. In the Search bar, enter "FileCloud Enterprise File Sharing", Once found, click on it to enter our FileCloud App for Salesforce.

  3. Click Get it Now. In the pop-up window, select "Install in a Production Environment"

  4. Select Install for All Users and click Install. Wait for the installation to complete.

    FileCloud EFSS appears under your Installed Packages.
  5. Click the App Launcher located in the top-left corner of the screen.

  6. From the App Launcher, click FileCloud EFSS.

    Installation is complete.

Configuring FileCloud with Salesforce

After you install/integrate FileCloud with Salesforce, complete the following:

  1. Edit the .htaccess file.

    1. Windows: go to C:\xampp\htdocs
      Linux: go to: /var/www/html/config
    2. Open the file .htaccess
    3. Locate Header set Content-Security-Policy and in the list following frame-ancestors, append * * *, *;
       The edit is shown in the highlighted portion below:

  2. Configure Salesforce in FileCloud.
    1. In FileCloud's Admin portal, go to  Settings > Third Party Integrations  >  Salesforce.
    2. Check Enable Salesforce Integration.
    3. Click Generate Secret, then copy the key and click Save.

  3. Configure which users have access to FileCloud's integration with Salesforce.
    1. In the Salesforce App Manager, click the drop-down list across from FileCloud EFSS, and click Manage.
    2. Click Edit Policies.
    3. Under OAuth policies, in the Permitted Users drop-down list choose Admin approved users are pre-authorized.
    4. Click Save.

  4. Proceed with the configuration of FileCloud within Salesforce.
    1. Access Salesforce and click on the Configure FileCloud tab.
    2. On the Configure FileCloud tab click edit.
    3. Add your FileCloud URL under Domain and paste the Secret Key generated on Step 1 into Client Secret.
    4. Click Save.

  5. Click the FileCloud tab (to the left of Configure FileCloud tab).
    FileCloud should load and allow you to log in.