A practical Salesforce Files guide covering architecture, UI walkthrough, sharing rules, versioning, Files Connect, APIs, and reporting for efficient file management.

Salesforce Files is powerful but often misunderstood. This guide breaks down file storage (ContentDocument/ContentVersion), real sharing and visibility, Files Connect with SharePoint/Google Drive/OneDrive, and admin reporting to manage usage and cut storage costs - plus UI tips, architecture clarity, and best practices for secure, scalable collaboration.

Discover the key differences between Salesforce Files and Notes & Attachments, storage limits, migration steps, and why Files are the future in 2025.

Over the last decade, Salesforce has shifted through multiple file storage models, leaving many orgs managing both Documents and Files. This overlap often creates confusion and inefficiency, especially around storage strategy, migrations, and Lightning rollouts. Understanding the difference isn’t just trivia - it impacts storage costs, governance, planning, and how your org scales in Lightning.

Transform legal document workflows in Salesforce with CloudFiles. Leverage document AI, document management, and document generation to automate intake, matter management, eDiscovery, contracts, FOIA & billing. Ensure compliance with audit-ready, matter-centric workflows across law firms, corporate legal, and public sector teams.

Discover the importance of automated folders in Salesforce and find the ideal solution for your requirements. Explore why CloudFiles offers a comprehensive solution for all your folder hierarchy needs.

Discover how CloudFiles simplifies SharePoint document management for Salesforce users, offering a range of features and practical use-cases to optimise workflows and enhance productivity.

Discover how CloudFiles simplifies SharePoint document management for Salesforce users, offering a range of features and practical use-cases to optimise workflows and enhance productivity.

Discover how CloudFiles simplifies SharePoint document management for Salesforce users, offering a range of features and practical use-cases to optimise workflows and enhance productivity.

Discover how Fresh Consulting transformed their sales-to-service workflows with CloudFiles' seamless integration for Salesforce and Google Drive, achieving a 35% efficiency boost and 50% time savings in document searches.