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.

Explore the top-rated tools on the AppExchange that can optimize your Salesforce experience, enhancing document management, agreement processes, and customer engagement. Delve into the blog to uncover how these five tools can elevate your business efficiency within the Salesforce ecosystem.

Uncover the challenges of tracking file performance in HubSpot email campaigns and explore CloudFiles, a specialized solution for HubSpot marketers. Learn how CloudFiles bridges the analytics gap, providing detailed insights into file engagement within your email templates.

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