Should we keep our legacy Salesforce Notes & Attachments, or finally move to Salesforce Files…and what happens after we do? This guide dives into exactly that. We’ll decode the story behind these two storage models. Because understanding Salesforce Files vs. Notes & Attachments isn’t just a technical comparison anymore! It’s about choosing how your organization manages documents in the next decade.

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.

SFDC Experience Cloud, also known as Community Cloud or Partner Portal, empowers businesses to create tailored digital experiences for their stakeholders. Implementing Experience Cloud for Salesforce is just 3 steps! Explore diverse use cases, features, & more to elevate your digital experiences

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.