Bring External Files into Salesforce Records
Legal teams often store client documents in SharePoint, Google Drive, or other external storage, making compliance and access management a challenge. CloudFiles automates file imports, bringing the right documents into Salesforce records—ensuring easy access, better organization, and regulatory compliance.
Import external files to Salesforce in 3 simple steps
Select & Import Files from External Storage
Choose files stored in SharePoint, Google Drive, OneDrive, Dropbox, Box, or AWS S3 and import them into Salesforce.
Attach & Link Files to Records
Automatically associate imported documents with Salesforce Accounts, Opportunities, Cases, or any other record.
Leverage Salesforce for Secure File Management
Use Salesforce automation and security controls to track, manage, and share imported files effortlessly.
Why CloudFiles for External File Import?
Seamless, Secure & Automated File Import for Salesforce
Direct File Import into Salesforce
Copy files from external storage and create Salesforce Files (Content Documents)—no manual downloads or uploads.
Supports Multiple Storage Platforms
Works seamlessly with SharePoint, Google Drive, OneDrive, Dropbox, Box, and AWS S3.
Automated File Association
Attach files to specific Salesforce records, ensuring organized and structured storage.
Trigger Automations & Workflows
Imported files can trigger Salesforce Flows, automate document approvals, or be included in email workflows.
Compliant & Secure
Keep legal and financial documents audit-ready, trackable, and securely managed in Salesforce.
Real-Time Event Tracking
Every file import triggers a platform event, allowing teams to automate actions like record updates, notifications, or document processing.
More use cases to explore
Auto-generate and store documents using Salesforce data—no manual file handling needed.
Automatically route case-related email attachments into structured Salesforce sub-folders.
Automatically share case folders with Experience Cloud users based on defined rules.
CloudFiles is a game-changer for Service Cloud
But don’t just take it from us.
CloudFiles has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended.
CloudFiles is incredibly robust and handles our document processes flawlessly. The highly responsive team are true problem solvers. Worth every dollar. Absolutely recommend for Salesforce.
Using CloudFiles' SharePoint integration with Salesforce has saved us on data storage costs. Their support and flow templates for file permissions are excellent. Highly recommended!
CloudFiles' SharePoint/Salesforce integration is excellent. The team is collaborative, responsive, and highly knowledgeable. They go the extra mile to meet our needs. Highly recommend.
Flawless app with exceptional support. CloudFiles exceeds expectations in testing, implementation, migration, and automation. Highly recommend exploring this solution for connecting file storage to Salesforce
CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses.
CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!
CloudFiles is an excellent, easy-to-use app. It quickly solved our Salesforce to SharePoint file transfer crisis with seamless implementation and outstanding customer support. Highly recommend!
CloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration.
Stay compliant & secure.
CloudFiles is independently audited & certified against leading standards. Data residency is supported in the US, EU, UK, and AU. Files remain in your external storage and are not copied into CloudFiles or used to train our AI models.
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CloudFiles’ document management streamlines marketing and sales workflows, boosting efficiency while saving time and money.