Filestack Salesforce Plugin Guide

Want your sales team to start utilizing the power of Filestack in your Salesforce instance? Then search for Filestack on the AppExchange website and install the free Filestack plugin. You and your team will soon be able to pick and attach files to Salesforce from a whole host of cloud services as well as from local sources like your desktop computer and mobile device. Because these files can be hosted outside of salesforce, you don't have to worry about using up your Salesforce storage and generating extra charges on your account.

Salesforce Administrators Installation Instructions

  • Find the Filestack package and select to install Filestack for Admins Only and then click install. This is the best practice as permissions for other users are set later.
  • Choose to install Filestack
  • You will see the following page. If you already have a Filestack account click "connect with existing", if you don't have a Filestack account, click on "Create Account". In order to use the plugin, you need to link a Filestack account with the Salesforce app. After clicking on one of the buttons, you will be redirected either to the Filestack pricing page or the login page. After successfully logging in or signing up (can be a free account), a message bar should appear in your Filestack developer portal page telling you the account has been successfully linked to the Salesforce application. There should also be a blue bar on the top of the page that links back to Saleforce.
    Create a Filestack Account or Connect your Existing Account
    Link your Filestack Account to Saleforce
  • Use the blue bar to return to Salesforce. You will receive a message to select an application. Under Filestack Application use the dropdown to select your API key and click Save Settings.
    Select your Filestack API key from the dropdown
  • Once you have selected an API key, the message about selecting an application should disappear. Now click on the Setup link in the top right hand corner of the page.
    Click on the Setup link on the top right of the page
  • On the Setup page, type 'Opportunities' into the search box and then select "Page Layouts".
    Type Opportunities into the search box
  • Click "Edit" next 'Opportunity Layout' on this page.
    Click Edit next to Opportunity Layout
  • On the next page, click on "Related Lists" and then find Filestack's "Files" object (it is customizeable while the other "Files" is not). Drag the Filestack "Files" object onto the layout where you want it to appear for Opportunities.
    Click on Related Lists and the drag Filestack Files on the page.
  • Once you have placed the Filestack "Files" list into the Opportunities page layout, you can customize what to display by clicking the wrench.
    Choose what fields should be displayed in the Filestack fields section
  • Here you can set what fields to display about uploaded files.
    Select the fields to display
  • Once you are happy, don't forget to click "Save" to save the changes you have made to the layout.
    Save the new page layout.
  • Now that this has been done for Opportunities, you will want to repeat the same steps for "Accounts" and "Contacts". Then from these pages, under "Files" you will be able to click "New File". This will bring you to the Filestack section where you can upload a file, and based on the settings you have entered, manipulate it.
    The Filestack files section is now available in opportunities.
    This is where you launch the picker
    upload the file and edit it (if it is a photo)
    view details about the uploaded file
  • The recommended way to install the plugin is for "Admins Only" and then to control access using permission sets. Once you have the plugin configured, you should add permissions to the users who you want to be able to access Filestack. During the first installation and for every newly registered user we assign a Filepicker Read Only permission set for non-admin users. This allows users to view files uploaded with Filestack, but not upload files. To enable users to upload files you can either click the "Set User Permissions" button which assigns the "Filepicker" permission set to all eligible users (which gives full access). Optionally you can check the checkbox for "Auto Assign Permissions" so you won't have to click the Set User Permissions button each time a new user is added to the organization.
    Give permission to other users to pick files
  • If you need to add Filestack to other objects or custom objects, the process is very similar. Once your custom object is created, return to setup and search for objects and select "File".
    Return to Setup and find the Object for Filestack called File
  • On the "File" custom object page click "New" under Custom Fields and Relationships.
    Create a new custom Field and Relationship on the File object page
  • Select "Lookup Relationship" and click "Next".
    Choose Lookup Relationship and click next
  • Select the custom object from the dropdown and click "Next". In this example the custom object is called "anything".
    Choose the custom object from the dropdown and click next.
  • On the next page the "Field Label" needs to match the "Field Name". This is true whether you are adding Filestack to a custom object or to an existing, non-custom object like "Leads". Click "Next".
    Field Label must match the Field Name
  • Select the profiles that will be able to view and use the Filestack "Files" object. Click "Next".
    Select the Profiles that will be able to use Filestack
  • Add the field to the page layout. This makes it so that you don't have to use drag and drop to add the field later on.
    Add the field to the page layout
  • Add the field to the related list and then click "Save".
    Add the field to the related list and save
  • Now go to your custom object and create a new record. You will see that the Files section is there, and if you click new you can add files using Filestack.
    create a new record for your custom object
    You can see the Filestack Files area
    Click new to see the Filestack section
  • Now that we have covered the setting up of Filestack for Salesforce, let's go over how to configure the various options you can manage relating to the picker. Click on the Filestack link in your tabs section.
    Click on the Filestack tab
  • On the "General Settings" section of the Filestack tab you can connect to a different Filestack account, create an new API key, select a different API key from the account you are already connected to, and assign Filestack access permissions for new users to your Salesforce organization.
    Configure the Filestack General settings
  • On the "Picker Settings" section of the Filestack tab you can configure nearly any of the parameters you would normally set using the javascript API. This includes choosing the language to use, display type, how many files can be selected, or even what services a user should be able to select files from.
    Configure the Filestack General settings
  • On the "Crop UI Settings" section of the Filestack tab you can set all of the parameters related to the Crop UI of the picker.
    Configure the Filestack Crop UI settings
  • On the "Image Manipulation Settings" section of the Filestack tab you can set all of the parameters related to our programmatic client side conversions.
    Configure the Filestack client side conversion settings
  • On the "WebCam Settings" section of the Filestack tab you can set all of the parameters related to the webcam still and webcam video functions.
    Configure the Filestack Webcam settings
  • On the "Store Settings" section of the Filestack tab you can set all of the parameters related to storage for your picker. This includes whether you are using S3, GCS, or Azure. What path to save files to and whether the file should be publicly accessible.
    Configure the Filestack Storage settings
  • On the "Security Settings" section of the Filestack tab you can configure whether you want to use Filestack's policy and signature based security system. A lot of the minutia is handled through this interface since Salesforce is not open enough to allow otherwise.
    Configure the Filestack Security settings

Congratulations! You have successfully installed and configured Salesforce to work with the Filestack Plugin.

Filestack Plugin Guide for Salesforce Users

Here are the basics of what you need to know in order to use the Filestack Plugin for Saleforce. So let's start utilizing the power of cloud files within Salesforce.

Uploading a File

  • The Filestack uploader, depending on how your Admin configured the plugin, should be available for use within the following Salesforce records: Accounts, Contacts, and Opportunities. They may have enabled it for other records, so it is best to consult with them about the plugin. At the bottom of the record page (example below is an Account record), you will see a Files section. Click "New File" to enter the Filestack application area.
  • Click new file in the Files section
  • On this page click the Filestack link to launch the Filestack dialog box with which you can select the file you want to upload.
    Click the Filestack link to launch the Filestack Dialog
  • After you have uploaded your file, the dialog box will close. The file you uploaded will appear in a section called "your uploaded files". From here you can change the filename, add a file description, download and even preview the file. When you are done, click the "Done" button to return to the Saleforce record page you were working on before.
    Manage your uploaded files in the your uploaded files section
  • The file you have attached is now displayed on the page in the "Files" section, and you can choose to edit, delete, download or preview it.
    The uploaded file now appears in the Files section

Harnessing the power of Filestack urls

  • Suppose you have a contract you have prepared that is a Microsoft Word document. You want to send it to a client, but you don't want them to be able to edit it, so you need to turn it into a PDF.
    How to convert a word document to PDF using Filestack
  • Click the "Preview" icon in the "Files" section to open the file in a new tab in the Filestack Viewer. Now move your mouse to the bottom right hand corner and a little menu should show up. Click the button for download. Save your word Document as a PDF.
    Open the original file from the preview link and save it as a PDF
  • Now you have the option to either send the file directly to your client using the newly generated PDF file, but why mess with file attachments when you can send them a link to download the file? Upload the file again using Filestack, then once uploaded you can right click on the "Download" icon and copy the Filestack url. Now send the url to the client.
    Send the client a Filestack link instead of a file attachement