Prerequisites: Setting Up Your Org

Welcome to the CloudFiles AppExchange Amplified build-along. In the live session you will build a real document automation in Salesforce using three CloudFiles products: Document Management, Document AI and Document Generation.

This page gets your Salesforce org ready before the session, so the time together is spent building rather than installing. Work through it from top to bottom. It takes about an hour, and most of that is waiting for things to install.

What you need

A computer with Google Chrome, or another up-to-date browser
An email inbox you can open while you work, for sign-up and verification codes
A Google account to use as your storage. OneDrive or another library also works

What you will have at the end

A fresh Salesforce Developer Edition org with CloudFiles installed
Free trials of all three CloudFiles products running
Your storage connected, CloudFiles events switched on, and two tabs that show what your automation did
Your Org ID sent to us through the form in Part 10

The steps

Part	What you do
1	Sign up for a free Developer Edition org
2	Install CloudFiles from AppExchange
3	Set up your CloudFiles account and start the three trials
4	Connect your storage
5	Switch on the CloudFiles events
6 and 7	Add the CloudFiles Events and DocAI Runs tabs
8	Give yourself the CloudFiles Admin User permission set
9	Check you are ready
10	Submit your Org ID

<aside> 💬

Stuck on a step? Most parts end with a box of common issues and how to fix them. Most other answers are on help.cloudfiles.io. If yours is not, email [email protected] and tell us which part and step you are on.

</aside>

Part 1. Sign up for a Developer Edition org

Sign up for a fresh Developer Edition org for this build, even if you already have one. A new org has nothing installed, no old automation and no leftover settings, so nothing from earlier work gets in the way. It is free. Please do not use a production org.

Step 1. Open the sign-up page in a new incognito or private window. Go to salesforce.com/products/free-trial/developer. Incognito keeps any Salesforce org you are already logged in to from getting mixed up with the new one. Do every step below in this same window.

Step 2. Fill in the form and click Sign me up. Enter your first name, last name, job title, company, country and state, and tick the box to accept the agreements. The Work email must be an inbox you can open right now, because the activation email goes there. You do not choose a username: Salesforce creates one for you and sends it in the email.

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Step 3. Check your email. You land on an "Almost there" screen. The email usually arrives within a few minutes.