Sync, secure, share, track & automate files in Salesforce

Sync live files from any cloud storage. Turn files & folders into powerful links. Add security configurations. Track engagement. Automate using flows & reports.

No credit-card required

Connect files in Salesforce. Share with security settings. Track engagement & automate processes using CloudFiles for Salesforce

Join 1000s of companies which are innovating their files with CloudFiles

Chemstation
Neighbourhood Digital Agency
GoReact
VBA Software
HBReavis
Lollypop Design
Minna Technologies
Moore Barlow LLP
Safeguard Properties
Sansan Technologies
Tricent
Veterans Canada

CONNECT, SECURE, SHARE, TRACK, AUTOMATE

CONNECT FILES

Access any cloud storage from Salesforce objects instantly

Connect Google Drive, OneDrive, SharePoint, Box or Dropbox. Access live files on any Salesforce object instantly. Files are 2-way synced and always up-to-date.

  • LWC to pick & attach files from cloud to Salesforce
  • Do away with expensive storage. Migration available
  • 2-way sync leading to easy replace & updations
Access any cloud storage from Salesforce objects instantly

FILE SECURITY

Enable various security settings on file's sharing link

Add download control, expiry settings, password protection, email collection or authentication on file links. Update links with a single click anytime.

  • Disable download, pre-set expiry, add password etc...
  • Collect, autheticate or restrict emails & domains
  • Update settings right from Salesforce anytime
Enable various security settings on file's sharing link

VIEW OBJECTS

Automate & report using custom view objects

Use custom view, link and attachment objects in flows & reports. Automate processes & get team & content consumption reports using standard Salesforce functionality.

  • Pagewise analytics stored in custom view objects
  • All created links & attachments stored as objects
  • Use with any Salesforce functionality such as flows & reports
Automate & report using custom view objects

APEX SUPPORT

Easy customizations and control for admins & tech architects

All the functionality is exposed as pre-packaged classes & functions through Apex. Use the API to further customize the processes as per your business logic.

  • All functionality available as Apex
  • One-line code to transfer files to any cloud storage
  • Easily create, track & report on file engagement
Easy customizations and control for admins & tech architects

EASY TO SETUP, EASY TO USE

Access & Track files in Salesforce within 5 minutes

01

INSTALL APP

02

ADD LWC

03

SHARE & TRACK

Click on 'Get It Now' button on appexchange to install the app into your Salesforce Org

Drag-n-Drop the CloudFiles widget onto your Salesforce objects to access the files

Connect any existing drive, create link and start tracking within seconds...

MANY TOUCHPOINTS, DEEP INTEGRATION

Secure & track proposals for faster conversion

Share proposals as secure links from any Sales Cloud Object. Replace easily with two-way sync. Track pagewise analytics to score & anticipate leads better.

Secure & track proposals for faster conversion

Qualify better leads through accurate engagement metrics

Use reading time on PDFs / PPTs rather than email opens / clicks to qualify leads. Associate collateral with Campaign objects. Get analytics on lead objects.

Qualify better leads through accurate engagement metrics

Consolidate files & share as single link for faster service

Associate files, folders or datarooms from multiple libraries to case & other service cloud objects. Configure security & share right from Salesforce.

Consolidate files & share as single link for faster service

Use detailed view, link & attachment objects for automations

CloudFiles creates custom objects for your views, links and attachments. Use these custom objects in Flows & Reports to automate your processes.

Use detailed view, link & attachment objects for automations

Automate file processes & get consumption reports

Use custom objects with detailed analytics in flows. Report on content consumption for the team, or for content groups, based on your requirements.

Automate file processes & get consumption reports

Use pre-packaged classes to customize further

CloudFiles exposes all functionlity as Apex. Use pre-packaged classes and functions in your own code. Easy for technical architects to customize file related processes.

Use pre-packaged classes to customize further
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