CV Files Docs 6 – CV App Store

Please refer to this link to install and Configure the CV Files app

With the CV Files app, you can connect your One Drive with Salesforce, and you can upload files to save them in your One Drive.

Now, if you navigate to the App Launcher and select the object in which you have added the CV Files tabs, then, you will see the CV Files component

Upload Files

You will find the option to “Upload Files” from here, you can upload files to a record, and it will automatically save in your one drive. You can also Drag a file to the “Upload Files” section and upload it instantly.

You can see the list of all the files uploaded to the Salesforce record on the component.

After uploading a file, you will see in your One Drive, A folder for the object has been created in the Salesforce folder.

You’ll find a folder created for the Record name inside the object folder.

The files related to this record are inside the folder. All the objects and records follow this hierarchy.

On the component, three options are available to interact with the file: “Download”, “Delete” and “Rename”.

Download

From the download option, you can download the file to your local storage.

Delete

You can also delete the file & the file will automatically be deleted from the respective One Drive folder.

Rename

You can also rename the file.

Create

In the CV Files app, you have the option to create “Folder”, “Spreadsheet”, “Presentation” and “Document”.

Create Spreadsheet

Create Presentation

Create Document

Logging into your One Drive, you will find a new folder, spreadsheet, presentation and a document created.

Move Files/Folders

You can move files and folders by just “drag and drop”.

For example, here, we have created a Test CV folder in the “Avi Green” record. And in the Test CV folder, a new Test folder is created, the Test -1 folder is created under the Test folder, and the last Test-2 folder is created in the Test-1 folder.