Link external folders to any standard or custom object and upload, preview, edit from Salesforce.
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.
Create secure & trackable links for files & folders and share externally or with community users
Tag your external cloud library using CloudFiles’ tagging feature. Easily float the most relevant content on Salesforce records using CRM data.
Use variety of automation components to match your custom sales process and streamline work
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.
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