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 DavuluriW. R. Grace & Co.
Salesforce SharePoint integration guide (2026)
Your team switches between Salesforce and SharePoint dozens of times a day. CloudFiles ends that with real-time sync, AI document intelligence, branded sharing with analytics, and the only HIPAA, GDPR, SOC 2 and ISO 27001 certified integration on AppExchange.
Trusted by leading teams worldwide
Proof in the numbers
Real data from 2,000+ teams using CloudFiles for Salesforce SharePoint integration.
900K+
Salesforce files synced to SharePoint every month
75%
Average reduction in Salesforce storage costs with CloudFiles
5★
Rating on Salesforce AppExchange (AgentExchange)
30 min
Average time from install to live Salesforce SharePoint sync
99%
Annual renewal rate — teams don't leave
0
Middleware, custom code or IT tickets needed for SharePoint
Stop switching. Your files live in Salesforce, free.
Salesforce SharePoint integration connects your Salesforce org to Microsoft SharePoint Online so every file is stored in SharePoint and accessible inside any Salesforce record — no tab switching, no lost documents, no extra storage costs.
Real-time 2-way sync
Files uploaded in Salesforce appear in SharePoint instantly and vice versa. No manual transfers, no stale copies, no delays.
Auto folder creation
CloudFiles creates SharePoint folders mirroring your Salesforce records — Accounts, Opportunities, Cases or any custom object.
Bulk file migration
Move all existing Salesforce files to SharePoint in one operation. Users see no disruption and files stay accessible inside Salesforce after migration.
AI document intelligence
CloudFiles reads any SharePoint file — PDFs, scans, images — and auto-extracts structured data into Salesforce fields. No model training required.
Enterprise compliance
HIPAA, SOC 2 Type II, ISO 27001 and GDPR certified. The only Salesforce SharePoint integration with this full compliance stack.
No-code required
Point-and-click setup for admins. Developers get Apex methods, 50+ Flow actions and a REST API for advanced automation.
6 problems CloudFiles solves for every role
From Salesforce admins to the C-suite, here's why 2,000+ teams made the switch.
Cut Salesforce storage costs
Salesforce charges $5 per GB per month. SharePoint costs a fraction of that. CloudFiles moves files automatically, cutting storage spend by up to 75%.
Stop context switching
Reps lose hours every week toggling between Salesforce and SharePoint. CloudFiles surfaces every file inside the Salesforce record where work already happens.
Gain real document visibility
Send a proposal and know exactly when it was opened, which pages were read, for how long, and on which device. No guessing, ever.
Automate document workflows
Contracts, invoices and forms contain structured data. CloudFiles AI extracts it, populates Salesforce fields and triggers flows automatically.
Eliminate manual data entry
CloudFiles reads any SharePoint file and pulls structured data directly into Salesforce fields. No re-typing, no errors, no wasted hours.
Go live in 30 minutes
Install from AppExchange, connect SharePoint via OAuth, configure your mappings and sync. No middleware, no IT ticket, no delays.
Ready to make the switch?
Join 2,000+ teams who've already solved these problems with CloudFiles.
How to integrate Salesforce with SharePoint in 4 steps
No middleware. No custom code. Most teams go live in under 30 minutes.
Install from AppExchange
Search for CloudFiles Document Management in the Salesforce AppExchange and install into your org. Admin access required.
Connect SharePoint
Authorise your Microsoft 365 SharePoint Online account via OAuth. Each user authenticates with their own credentials.
Configure mappings
Define which Salesforce objects map to which SharePoint folder paths. Set folder naming using Salesforce field values.
Go live
Files sync automatically. Run the bulk migration utility to move existing Salesforce files to SharePoint — zero disruption.
Everything you need to manage SharePoint files inside Salesforce
The only Salesforce SharePoint connector with file-sharing intelligence, AI document processing, and developer-grade automation.
Access and manage SharePoint files natively inside Salesforce
Browse, upload, preview and organise SharePoint folders without leaving the Salesforce record. Works on any standard or custom object and the Salesforce mobile app.
- Native LWC component on any record page, layout or community
- Upload files of any size with instant 2-way sync to SharePoint Online
- Preview, rename, replace and edit files inside Salesforce
- Grid view with thumbnails for image-heavy folders
- SharePoint permissions respected via individual OAuth login
- Supports Sales Cloud, Service Cloud, Experience Cloud and all AppExchange apps
Share files with clients — branded, secure and tracked
Send any SharePoint file as a branded link with full access controls. Modify settings after sending. Revoke access anytime from Salesforce.
- Share via SharePoint link, CloudFiles branded link or curated dataroom
- Custom domain and logo on all sharing pages
- Password protection, email and domain allowlists, expiry dates
- Datarooms — consolidate multiple files into one live shareable link
- Modify link settings anytime after sending
- Experience Cloud LWC for portal users with granular permissions
Know exactly how clients engage with every document
See not just who opened a file but how long they spent on each page, on which device, and from which location — for every shared document.
- Page-by-page time-spent analytics per shared link
- Views, unique viewers and downloads tracked
- Device, browser and session data per engagement
- Analytics stored as Salesforce custom objects — native dashboards
- Trigger flows on file-view events — auto-update stages and tasks
- 10× more visibility than standard SharePoint sharing
Extract data from SharePoint documents and auto-fill Salesforce
CloudFiles Document AI reads any SharePoint file — PDFs, scanned documents, images — and extracts structured data that fills Salesforce fields and triggers workflows automatically.
- OCR for scanned documents, images and PDFs stored in SharePoint
- Auto-fill any Salesforce field with extracted document data
- Trigger flows based on document content or extracted values
- Classify, validate, split and tag documents automatically
- No model training required — pre-built automations for common formats
- Works directly on files in SharePoint — no re-upload needed
Automate document workflows with Flow, Apex and REST APIs
CloudFiles exposes your Salesforce SharePoint integration as modular building blocks — drag-and-drop Flow actions, platform events, custom objects and a full developer API.
- 50+ modular Flow actions — create folders, move files, tag and share
- Custom objects for full audit trails and admin visibility
- Apex invocable methods for programmatic file operations
- REST API for external systems and custom webhooks
- Zero-code for admins — full developer access for engineering teams
Is CloudFiles the perfect fit?
Don't waste weeks guessing. In 30 minutes, we'll audit your workflow, identify automation gaps, and build your roadmap.
Loved by teams. Backed by results.
Verified 5★ reviews on Salesforce AppExchange from real customers.
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 AdyAnteriad
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 VillalobosThe Financial Interior, LLP
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 TalpallikarAviva
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 PashkinRainforest Alliance
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 ChacónSagicor Financial Corporation
CloudFiles is an excellent tool for centralized document storage. Easy to set up, with responsive support throughout the process. Highly recommended
Debra MangiafriddaPolymedco Inc.
Excellent app! Setup is straightforward and their support team is outstanding. They consistently go above and beyond. We're very happy with CloudFiles.
David GosciminskiAmbient Enterprises
Fantastic app and high-level support! CloudFiles makes managing and organizing files in Salesforce super easy with seamless SharePoint integration.
Alexander BrownbridgeLendInvest
The only Salesforce SharePoint integration with full enterprise compliance
We work with independent experts to verify our security, privacy and compliance controls, and have achieved certification against stringent standards. Data residency is supported in the US, EU, UK, and AU. Files remain in your external storage and are not copied into CloudFiles or used to train our AI models.
SOC 2
Type II
HIPAA
Compliant
ISO 27001
Certified
GDPR
Compliant
Explore the CloudFiles suite
Products that do everything with your documents in Salesforce.
Document Management
Effortlessly organize and manage external docs from SharePoint, Google Drive, AWS S3 and more in Salesforce. Share with Experience Cloud 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.
Document Generation
Instantly generate on-brand documents by merging fields from Salesforce into customizable templates. Boost productivity like never before.
Guides, case studies & webinars
Explore helpful resources.
The complete guide to Salesforce–SharePoint integration (2026)
Setup options, Files Connect limitations, migration strategies, and choosing the right integration approach.
Case study: BDA Partners
Setup options, Files Connect limitations, migration strategies, and choosing the right integration approach.
Webinar: Mastering Salesforce SharePoint integration with CloudFiles
See how CloudFiles transforms file management inside Salesforce. On-demand.
Help docs: install and configure CloudFiles for SharePoint
Step-by-step guide — installation, permissions and go-live in 30 minutes.
CloudFiles vs Share Connect
Both tools connect Salesforce to SharePoint. The depth of that connection is where they differ significantly.
Frequently asked questions
Integrating Salesforce with Microsoft SharePoint gives your team a single place to manage customer data and documents without leaving Salesforce. The key benefits: significantly lower storage costs (SharePoint offers far more storage capacity than Salesforce at a fraction of the cost), real-time file access inside every Salesforce record, automated folder structures per Account, Opportunity or Case, enterprise-grade compliance with HIPAA, SOC 2 and ISO 27001, and AI-powered document processing that auto-extracts data from files into Salesforce fields.
You can integrate Salesforce with Microsoft SharePoint using a no-code AppExchange app like CloudFiles. Install it from AppExchange, connect your SharePoint Online account via OAuth, configure which Salesforce objects map to which SharePoint folders, and go live in under 30 minutes — no custom code or middleware required.
Salesforce does not provide a native, out-of-the-box integration with Microsoft SharePoint. It offers a basic feature called Files Connect that allows read-only access, but it lacks 2-way sync, folder automation, analytics, AI processing and bulk migration. Most organisations use a dedicated AppExchange app like CloudFiles to get a full, enterprise-grade integration.
CloudFiles adds real-time 2-way sync, automated folder creation per record, branded secure file sharing with engagement analytics, AI OCR document extraction, bulk file migration, Experience Cloud portal support, Salesforce Flow and Apex API access, document generation, and full HIPAA/SOC 2/ISO 27001 compliance. Files Connect provides read-only SharePoint access only — none of these capabilities are included.
No. Files are stored entirely in SharePoint, not in Salesforce. CloudFiles only stores metadata (file references and activity logs) in Salesforce custom objects, which consume negligible storage. Customers typically reduce Salesforce storage costs by up to 75%.
Costs vary by method. Custom API-based integrations typically cost $10,000 to $100,000+ in development. No-code AppExchange apps like CloudFiles are priced per Salesforce user per month, significantly lower, and often pay for themselves within the first month by reducing Salesforce storage costs by up to 75%.
Yes. CloudFiles includes a bulk migration utility that moves all existing Salesforce files, attachments and ContentDocuments to SharePoint in one operation — organised automatically into folders that mirror your Salesforce record hierarchy. Users see zero disruption: every file remains accessible inside Salesforce after migration, and Salesforce storage is freed up immediately.
Yes. No-code AppExchange solutions like CloudFiles let you automatically store Salesforce files in Microsoft SharePoint without writing a single line of code. CloudFiles creates SharePoint folder structures that mirror your Salesforce record hierarchy, syncs files in real time, and makes SharePoint documents accessible directly inside Salesforce — all configured through a point-and-click admin interface. Developers who want more control also get Apex methods, Flow actions, and a REST API.