Connect
Link external folders to any standard or custom object and upload, preview, edit from Salesforce.
Connect external folders to Salesforce records
Manual and automated linking of cloud folders from SharePoint, Google Drive, Box, Dropbox, OneDrive and AWS S3. Widget to upload, preview & download the latest versions right from Salesforce.
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Share
Create secure & trackable links for files & folders and share externally or with community users
Discover the right content with tags
Tag your external cloud library using CloudFiles’ tagging feature. Easily float the most relevant content on Salesforce records using CRM data.
Automate
Use variety of automation components to match your custom sales process and streamline work
Chain together modular flow actions
Create folders, connect to records, create sharing links, set link configurations and even grant and revoke permissions using modular flow actions that can be chained together for complex use-cases.
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Security and compliance
at the core
We work with independent experts to verify our security, privacy and compliance controls, and have achieved certification against stringent standards.Learn more
SOC-2 Type II and ISO 27001 certified, GDPR compliant
Encryption of data at rest and in transit
Automated threat detection and response
