Bill Heffelfinger is a technology leader and advisor whose career spans insurance, IT, high-tech, cloud, and AI — with a reputation for cutting through buzzwords and focusing on business value. In our conversation, he shared the story of an “accidental DBA” moment, why Salesforce stuck for him, and what enterprises consistently get wrong about documents, retention, and risk.

Legacy but supported, Salesforce CRM Content powers library-based governance, versioning, and secure sharing. Learn how Libraries, permissions, ContentVersion, and Deliveries work; and how CRM Content compares to Salesforce Files, Notes & Attachments, and Documents for admins, architects, and developers.

Master HubSpot File Manager with organisation, SEO, governance, and discover how CloudFiles boosts sharing, security, and document analytics.

A deep dive into scalability: SharePoint file limits, Flow-native automation, user adoption, and multi-storage realities. Decide which platform grows with your document strategy.

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

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.