The only Full-Stack Document Tool You’ll Ever Need for Salesforce
Still juggling tools for your documents? CloudFiles is your full-stack solution to generate, manage, share, and process documents with AI. Top teams are levelling up—don’t get left behind!
Trusted by Leaders, Loved by Teams!
Choose Your Power !
Products that Do Everything With Your Documents in Salesforce
Document Generation
Instantly generate on-brand documents by merging fields from Salesforce into customizable templates. Boost productivity like never before !
Doc Management & Sharing
Effortlessly organize & manage external docs from SharePoint, Google Drive, AWS S3 etc… in Salesforce. Share with experience or external users.
Document AI
Use AI-powered OCR to reduce data entry by extracting, classifying, and verifying your docs in seconds. Harness the power of AI for your documents!
Keep Your Documents Right Where Your Team Works
Your documents may reside in an external storage but reps would 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.
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Why CloudFiles?
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#1 in Document Management
Trusted by 1,200+ Salesforce teams managing millions of documents everyday.
Generate Docs 50% Faster
Save 50% time on quote and proposal generation with customisable, on-brand templates
Make Your Docs Useful with AI
Reduce manual data entry by 80% & process your docs 4X faster using AI
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4.9 Stars on AppExchange
Used by sales, service & marketing professionals from all over the world. Happy customers, always!
24/7 Support. Easy Onboarding
Our support is instant when needed & calming when things look dire. Read our reviews, ‘nuff said.
Compliance You Can Count On
Our commitment to data privacy and security is embedded in every part of our business & our code.
Key Features That Power CloudFiles
Your one stop shop for all things documents in Salesforce
Storage Integrations
Integrate with top storages like SharePoint, AWS S3, and Google Drive to manage files directly within Salesforce. This feature enables automated file handling, centralized storage, and easy access to documents across multiple platforms without leaving Salesforce.
- Centralizes file storage across platforms
- Automates file handling by up to 50%
- Reduces document retrieval time by 40%
Template Builder
CloudFiles' Template Builder enables the creation of customizable, reusable templates that automatically pull Salesforce data into documents like contracts, quotes, and invoices, significantly reducing manual input.
- Automates document generation by up to 70%
- Ensures 100% consistency in document formatting
- Reduces manual input by 60%
AI Processing
Leveraging OCR and machine learning, this feature automates the extraction, classification, and verification of document data, reducing manual data entry by 80%
- Automates data extraction with 99% accuracy
- Reduces processing time by 4x
- Lowers manual error rate by 90%
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Feeling overwhelmed with choices?
Used across industries
Financial Services
Healthcare & Life Sciences
Technology & IT
CloudFiles in Action
See how CloudFiles helps streamline workflows across a variety of industries.
Organize KYC Docs
Wealth managers upload, organize & verify KYC docs right from Asset records in half the time
Share with customers
Insurance agents share risk management collateral with experience users to engage them
Daily Reporting
Technology companies create custom records for specific sales uploads for reporting purposes
Quick Templates Selection
Govt. contractors generate accurate quotes from hundreds of formats to get paid quickly
Incident Reporting
HR teams generate custom incident documents using a variety of screen flow inputs
Meal Planning
Food companies generate meal plans and send them as email attachments for their audience
Digitize Medical Records
Hospitals digitize medical prescriptions by auto-reading them into checklist fields
Auto KYC Entry
Transportation companies classify KYC docs automatically & pull relevant info into fields
Split Large Forms
Law firms split identity documents which are often sent in a cumbersome, combined format by the client
Stay compliant & secure. Always !
Document management is a game-changer.
But don’t just take it from us.
CloudFiles has has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended.
Jeremy Ahoyo
Atlante
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!
Vishal Talpallikar
Aviva
CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses.
Latha Davuluri
W. R. Grace & Co.
CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!
Irwin Mencias
Mālama Solar
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
Mark Salib
BDA Partners
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.
Victor Villalobos
The Financial Interior, LLP
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.
Adam Ady
Anteriad
CloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration.
Oscar Chacón
Sagicor Financial Corporation
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!
Ed Pashkin
Rainforest Alliance
Meet a Document Expert !
CloudFiles’ document management streamlines marketing and sales workflows, boosting efficiency while saving time and money.
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Documents that finally work inside Salesforce
Centralize storage, automate document creation, and extract data without manual work.—all natively within your CRM.
4.9/5
on AppExchange
1,200+
Salesforce team trust us
10+
Compliances - SOC 2 Type II + GDPR Compliant
15+
Industies & countries served
Trusted by Industry Leaders
Why Salesforce document workflows break
Most teams are stuck jumping between tabs, losing files, and manually entering data.
Cloudfiles fixes all of this....and more!
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Files Scattered Everywhere
Contracts in SharePoint, quotes in Salesforce, and zero visibility inside the Opportunity record.
Manual Upload Chaos
Downloading PDFs just to re-upload them to Salesforce. Permissions are a nightmare.
The "Black Hole"
You send a proposal and have no idea if the client opened it, read it, or ignored it.
Choose your solution
Start with what you need, expand when you're ready.💡 Most Salesforce teams start with Document Management — then expand.
Document Generation
Instantly generate on-brand documents by merging fields from Salesforce into customizable templates. Boost productivity like never before !
Doc Management & Sharing
Effortlessly organize & manage external docs from SharePoint, Google Drive, AWS S3 etc… in Salesforce. Share with experience or external users.
Document AI
Use AI-powered OCR to reduce data entry by extracting, classifying, and verifying your docs in seconds. Harness the power of AI for your documents!
Salesforce Document & File Management FAQs
Find answers to common questions about managing files, generating documents, and optimizing storage in Salesforce with solutions like CloudFiles.
What is CloudFiles for Salesforce?
CloudFiles is a Salesforce-native document and file management platform that enables teams to generate, manage, store, share, and automate documents directly within Salesforce. It integrates with Salesforce records to streamline document workflows and reduce reliance on external file systems.
How does CloudFiles improve document management in Salesforce?
CloudFiles helps organizations manage documents in Salesforce by enabling automated document generation, secure file sharing, external storage integration, and centralized file organization. This allows teams to manage large volumes of documents without increasing Salesforce storage costs.
Can CloudFiles reduce Salesforce storage usage?
Yes. CloudFiles allows organizations to store documents in external storage systems such as AWS S3, Azure Blob Storage, or SharePoint while keeping the files accessible from Salesforce. This helps reduce Salesforce file storage consumption and associated costs.
What types of documents can be managed with CloudFiles?
CloudFiles can manage a wide range of documents associated with Salesforce records, including contracts, proposals, invoices, sales presentations, onboarding documents, and compliance files. Documents can be generated automatically using Salesforce data.
Does CloudFiles support document automation inside Salesforce?
Yes. CloudFiles enables document automation by generating documents using Salesforce data, automating file storage, and managing document workflows across teams. This helps reduce manual document handling and improves process efficiency.
Who typically uses CloudFiles in Salesforce?
CloudFiles is used by Salesforce administrators, sales teams, operations teams, and enterprise organizations that need to manage large volumes of documents while maintaining control over storage, sharing, and document workflows.
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