An excellent, easy-to-use app. It quickly solved our Salesforce to SharePoint file transfer challenge with seamless implementation and outstanding support.
Vishal TalpallikarAviva
CloudFiles for Salesforce
The intelligent document layer
for Salesforce
Manage files & folders, generate documents from live record data, and extract their contents with AI, all inside Salesforce, while your files stay in your own storage.
Connect Salesforce with SharePoint, Azure, Google Drive & S3. Automate your document workflows.
Extract data from your documents, create Salesforce records, automate data entry.
Create on-brand documents using templates and Salesforce data, in one click.
Trusted by Leaders, Loved by Teams!
What is CloudFiles?
One platform for every document workflow
CloudFiles is an enterprise-grade platform that runs natively inside Salesforce, helping teams manage, process, generate, and automate documents without leaving the record. One platform replaces the patchwork of connectors, generation tools, and manual data entry your team fights today. Files stay in your storage, out of Salesforce limits, and are never re-hosted.
By the numbers
The proof behind the platform
1,200+
Salesforce teams trust CloudFiles
4.9 ★
Average rating on the AppExchange
6
External storage integrations supported
4
Independent certifications: SOC 2, ISO 27001, HIPAA, GDPR
The cost of the status quo
Documents are where Salesforce ROI quietly leaks
The average Salesforce org runs documents through four or five disconnected systems. Every handoff adds cost, risk, and manual work that never shows up in a single line item.
Storage bills climb
Files attached directly to Salesforce consume some of the most expensive storage per gigabyte your org pays for.
Tool sprawl
A doc-gen add-on here, a storage connector there, a separate e-sign tool. Nobody owns the full document workflow.
Manual, repetitive work
Reps rebuild the same quotes and proposals by hand and retype data from PDFs that Salesforce already holds.
Compliance blind spots
Files scattered across inboxes and desktops make audits painful and access control nearly impossible to prove.
The platform
One platform, three ways to put documents to work
Adopt one product or run all three together. Everything runs natively inside Salesforce, so your team never changes where they work.
Document Management & Sharing
Organize, manage, and share files from SharePoint, OneDrive, Google Drive, and AWS S3 directly on Salesforce records, including with experience and external users. Replaces native Salesforce file storage and standalone connectors.
Document AI
Extract, classify, and verify document data with AI-powered OCR, then write it straight back to Salesforce fields without manual entry. Replaces manual data entry and separate OCR tooling.
Document Generation
Merge Salesforce data into on-brand contracts, quotes, and proposals from reusable templates, in a single click or fully automated in a flow. Replaces standalone doc-gen add-ons and manual copy-paste.
Bring your own storage
Keep Your Documents Right Where Your Team Works
Your documents may reside in external storage but reps want everything in Salesforce. CloudFiles integrates with all major storages like SharePoint, AWS S3, and Google Drive, giving your team the flexibility to manage, share, and automate documents directly from Salesforce. The files stay in your storage. CloudFiles never copies or re-hosts them.
Why CloudFiles
A pure product company, focused on one thing
We do documents in Salesforce, and only that. Here is what that focus buys you.
#1 in document management
Trusted by 1,200+ Salesforce teams managing millions of documents every day.
Full-stack, not a point tool
Generation, management, sharing, and AI processing in one platform, under one contract and one support team.
AI that removes busywork
Read documents into Salesforce fields automatically, so your team stops retyping what the CRM should already know.
4.9 stars on the AppExchange
Used by sales, service, and operations teams worldwide. The reviews speak for the product.
Support that shows up
Real onboarding help and responsive support are included, not sold as a separate tier.
Compliance you can count on
Independently audited and certified, with data privacy built into the product and the code.
The document lifecycle
One platform for the whole document journey
Most tools own a single step. CloudFiles covers the full path a document takes through your business, inside Salesforce end to end.
01
Generate
Create on-brand documents from Salesforce data and reusable templates.
02
Manage
Store and organize files in your own external storage, surfaced on the record.
03
Share
Send securely to internal, experience, and external users with tracked access.
04
Process
Read incoming documents with AI and write the data back to Salesforce fields.
Key capabilities
Your one-stop shop for documents in Salesforce
Three standout capabilities, one from each CloudFiles product: Document Management, Document Generation, and Document AI.
Storage Integrations
Connect SharePoint, OneDrive, Google Drive, and AWS S3 to manage files directly inside Salesforce. Centralize storage, automate file handling, and give every team access to the right documents without leaving the record.
- Centralizes file storage across every connected platform
- Automates folder creation, file copying, and permissions
- Keeps files in your storage, out of Salesforce storage limits
Template Builder
Build reusable templates that pull Salesforce data into contracts, quotes, and invoices. Generate documents on demand or trigger them automatically from a flow, with consistent formatting every time.
- Reusable templates for quotes, proposals, and contracts
- Consistent, on-brand formatting across every document
- Generate on click or automate inside Salesforce flows
AI Processing
Use OCR and machine learning to extract, classify, and verify document data, then write it straight into Salesforce fields. Turn inbound paperwork into structured CRM data without the manual entry.
- Extracts and classifies data from incoming documents
- Verifies and writes results back to Salesforce fields
- Removes repetitive manual data entry from the workflow
Not Sure Where to Start?
You don't have to figure it out alone. Book a 30-minute session with our experts and we'll guide you through what matters for your use case. 87% of people who book a demo get their answers in the very first call.
The business case
What changes when documents live in one platform
The value shows up in three places every buyer cares about: what you spend, what your team gets back, and what you no longer worry about.
Lower storage spend
Move files to your own SharePoint, Google Drive, or S3 and stop paying premium Salesforce storage rates for documents you rarely touch.
Hours back per rep
Automated generation and AI data entry remove the repetitive document work that eats into selling and service time.
One vendor, one contract
Consolidating document generation, storage, sharing, and OCR into one platform cuts procurement overhead and the cost of stitching tools together.
How to evaluate
CloudFiles vs. the alternatives
Most teams start with native Salesforce files or a single point tool, then hit a wall. Here is how the approaches compare on the criteria that matter during evaluation.
Capability
Native Salesforce filesNative Salesforce files
Single point toolSingle point tool
CloudFilesFiles stored outside Salesforce storage limits
not supported
No
not supported
Varies
fully supported
Yes
Document generation from CRM data
not supported
No
not supported
Often
fully supported
Yes
AI extraction back into Salesforce fields
not supported
No
not supported
Rarely
fully supported
Yes
Secure sharing with external and experience users
not supported
Limited
not supported
Varies
fully supported
Yes
One vendor for the full document lifecycle
not supported
No
not supported
No
fully supported
Yes
Independent security certifications
not supported
Platform-level only
not supported
Varies
fully supported
SOC 2, ISO 27001
Security & compliance
Enterprise-grade security, guaranteed!
CloudFiles is independently audited for SOC 2 Type II, certified to ISO 27001, and compliant with HIPAA and GDPR. Data residency is supported in the US, EU, UK, and AU. The files in your connected storage stay there, and CloudFiles never copies or re-hosts them. Document processing runs in CloudFiles' AWS environment, in the data-residency region you choose, and your files are never used to train our AI models.
SOC 2
Type II
HIPAA
Compliant
ISO 27001
Certified
GDPR
Compliant
Industry wide application
Used across regulated and document-heavy industries
CloudFiles streamlines sales and service document workflows for the teams that handle the most paperwork and the most scrutiny.
Financial Services
Automate KYC and loan document collection, share files securely, and track client engagement from the CRM. Built for financial services compliance.
Healthcare & Life Sciences
Manage patient data, automate claims, and support HIPAA compliance. Streamline regulated sharing and cut repetitive manual tasks.
Technology & IT
Manage documentation, automate spec and contract workflows, and track engagement, all within the CRM using CloudFiles.
CloudFiles in action
Real workflows teams run every day
Organize KYC docs
Wealth managers upload, organize, and verify KYC docs from asset records.
Share with customers
Insurance agents share risk collateral with experience users to engage them.
Daily reporting
Tech teams create custom records for specific sales uploads for reporting.
Quick template selection
Contractors generate accurate quotes from hundreds of formats to get paid quickly.
Incident reporting
HR teams generate incident documents from a variety of screen-flow inputs.
Meal planning
Food companies generate meal plans and send them as email attachments.
Digitize medical records
Hospitals digitize prescriptions by auto-reading them into checklist fields.
Split large forms
Law firms split combined identity documents into usable, separate files.
Getting started
Live in days, not months
Adopting CloudFiles is a low-risk change. It installs from the AppExchange and your team keeps working exactly where they already do.
Step 1
Install from AppExchange
Add CloudFiles to your org directly from the Salesforce AppExchange.
Step 2
Connect your storage
Link SharePoint, Google Drive, OneDrive, or S3 in a guided setup.
Step 3
Guided onboarding
Work with our team to configure workflows and implementation.
Step 4
Roll out with support
Go live with responsive support and migration help included.
Customer proof
What Salesforce teams say about CloudFiles
The SharePoint integration with Salesforce reduced our data storage costs, simplified document management, and improved efficiency. Outstanding support.
Latha DavuluriW. R. Grace & Co.
The SharePoint and Salesforce integration is excellent. The team is collaborative, responsive, and knowledgeable, and goes the extra mile for our needs.
Adam AdyAnteriad
CloudFiles integrates Salesforce with SharePoint and handles large files without custom development. Document Generation with Word, Excel, and PDF templates is intuitive, and the Salesforce Flows integration automates workflows without code. Reliable and well supported.
Ajay KumarAnteriad
CloudFiles Document AI extracts data and formats it Salesforce-ready before it lands in SF, with proper dates and clean currency values. Document Generation handled appending documents too, and their support made implementation seamless.
Rodney BallenerOvalis Group
CloudFiles Document AI strengthened our Flow-driven document processing in Salesforce, extracting data from complex documents and cutting manual entry. We run document classification, PDF splitting, file routing, and SharePoint sync through Salesforce Flows.
Sandy HarrisFifth Season Investment
After testing multiple solutions, CloudFiles Document AI was the only one that worked reliably every time. The only dependable Document AI we found, and with white-glove service, expert onboarding, and strong enablement, the experience has been outstanding.
Nancy JacobsOvalis Group
Highly recommend CloudFiles for document generation with strong automation. It took less than a week to migrate from another app. The documentation is genuinely helpful, the support team responsive, and the app is easy to use yet powerful.
Alec CottonCollege for Adult Learning
In merchant acquiring we prep hundreds of external vendor PDFs, so document generation is core to what we deliver. What took ten to fifteen minutes per document now drops to seconds, with DocuSign signatures and brand IDs handled. Best vendor we've worked with.
Christine EvansAllayPay
Take the CloudFiles audit
Get your document automation plan in 30 minutes
Book a free 30-min CloudFiles audit. We map your workflow live, show you where storage cost and manual work are hiding, and demo the exact setup for your org. You leave with a clear plan, whether or not you buy.
CloudFiles for Salesforce | FAQs
CloudFiles is a Salesforce-native document management and automation platform that lets teams generate, manage, share, and process documents without leaving Salesforce. It combines three products, Document Management and Sharing, Document Generation, and Document AI, so you run the full document lifecycle on one platform instead of stitching together separate tools.
Yes. CloudFiles lets you store documents in external systems such as SharePoint, OneDrive, Google Drive, AWS S3, or Azure Blob while keeping the files accessible from Salesforce. This reduces the amount of file storage you consume inside Salesforce and the cost that comes with it.
Most tools own one step of the document lifecycle. CloudFiles covers generation, management, sharing, and AI processing in a single platform, under one contract and one support team, so you do not have to stitch together several vendors to complete a workflow.
CloudFiles installs from the Salesforce AppExchange and is designed to go live quickly. Guided onboarding and responsive support are included, so your admins configure templates, storage, and automations with help rather than on their own.
CloudFiles is used by Salesforce administrators, sales teams, service teams, operations teams, and enterprise organizations that manage large volumes of documents while keeping control over storage, sharing, and document workflows.
CloudFiles Document Generation merges Salesforce record data into reusable, on-brand templates to produce contracts, quotes, proposals, and invoices. Documents can be generated on demand with a single click or triggered automatically inside Salesforce flows, with consistent formatting every time.
CloudFiles Document AI uses OCR and machine learning to extract, classify, and verify data from documents, then writes the results back into Salesforce fields. It turns inbound paperwork such as IDs, forms, and invoices into structured CRM data and removes repetitive manual data entry.
CloudFiles connects Salesforce to SharePoint so files are stored in SharePoint while staying accessible and manageable directly on Salesforce records. It automates folder creation, file copying, and permissions, and keeps documents out of Salesforce file storage limits to reduce storage costs.
Yes. CloudFiles integrates Salesforce with Google Drive, OneDrive, AWS S3, and Azure Blob in addition to SharePoint. Your files stay in your own external storage while your team manages and shares them from Salesforce, which lowers Salesforce storage consumption and the cost that comes with it.
CloudFiles is independently audited for SOC 2 Type II, certified to ISO 27001, and compliant with HIPAA and GDPR. Your files stay in your own storage — CloudFiles never re-hosts them — and are not used to train AI models, with data residency supported in the US, EU, UK, and AU. This makes it suitable for financial services, healthcare, and other regulated enterprises.