# Salesforce-Native Document Management & Automation | CloudFiles

> CloudFiles is an enterprise-grade, Salesforce-native platform to manage, process, generate, and automate every document without leaving Salesforce. Keep files in external storage and cut storage costs, with enterprise-grade security and compliance.

*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.

- **Doc Management & Sharing** — Connect Salesforce with SharePoint, Azure, Google Drive & S3. Automate your document workflows.
- **Document AI** — Extract data from your documents, create Salesforce records, automate data entry.
- **Document Generation** — Create on-brand documents using templates and Salesforce data, in one click.

*Trusted by Leaders, Loved by Teams!*
Logos: General Mills, Dun & Bradstreet, Wingstop, PenFed, Aviva, Ohio University, CA Conservation Corps, NC State Auditor, Arthrex, Commvault, Computacenter, Aggreko, ITW, Lummus, Northumbrian Water, Hamptons, Anteriad, BrightNight

*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. [Explore](/salesforce/document-management/)
- **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. [Explore](/salesforce/document-ai/)
- **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. [Explore](/salesforce/document-generation/)

*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.

- **Generate** — Create on-brand documents from Salesforce data and reusable templates.
- **Manage** — Store and organize files in your own external storage, surfaced on the record.
- **Share** — Send securely to internal, experience, and external users with tracked access.
- **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

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

[Learn More](/salesforce/document-management/)

### Template Builder

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

[Learn More](/salesforce/document-generation/)

### AI Processing

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

[Learn More](/salesforce/document-ai/)

## 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.

[Meet a Documents Expert](https://meet.cloudfiles.io/salesforce?utm_content=sf-banner)

*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.

| Feature | Native Salesforce files | Single point tool | CloudFiles |
|---|---|---|---|
| Files stored outside Salesforce storage limits | ✗ | ✗ | ✓✓ |
| Document generation from CRM data | ✗ | ✗ | ✓✓ |
| AI extraction back into Salesforce fields | ✗ | ✗ | ✓✓ |
| Secure sharing with external and experience users | ✗ | ✗ | ✓✓ |
| One vendor for the full document lifecycle | ✗ | ✗ | ✓✓ |
| Independent security certifications | ✗ | ✗ | ✓✓ |

*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.

Certifications: SOC 2 (Type II), HIPAA (Compliant), ISO 27001 (Certified), GDPR (Compliant)

[Security overview](/security)

*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. [Learn more](/salesforce/industries/financial-services/)
- **Healthcare & Life Sciences** — Manage patient data, automate claims, and support HIPAA compliance. Streamline regulated sharing and cut repetitive manual tasks. [Learn more](/salesforce/industries/healthcare/)
- **Technology & IT** — Manage documentation, automate spec and contract workflows, and track engagement, all within the CRM using CloudFiles. [Learn more](/salesforce/industries/technology-and-it/)

[Explore all industries](/salesforce/industries/)

*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.

[Explore all use cases](/salesforce/use-cases/)

*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.

- **Install from AppExchange** — Add CloudFiles to your org directly from the Salesforce AppExchange.
- **Connect your storage** — Link SharePoint, Google Drive, OneDrive, or S3 in a guided setup.
- **Guided onboarding** — Work with our team to configure workflows and implementation.
- **Roll out with support** — Go live with responsive support and migration help included.

*Customer proof*

## What Salesforce teams say about CloudFiles

> "An excellent, easy-to-use app. It quickly solved our Salesforce to SharePoint file transfer challenge with seamless implementation and outstanding support." — **Vishal Talpallikar, Aviva**

> "The SharePoint integration with Salesforce reduced our data storage costs, simplified document management, and improved efficiency. Outstanding support." — **Latha Davuluri, W. 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 Ady, Anteriad**

> "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 Kumar, Anteriad**

> "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 Ballener, Ovalis 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 Harris, Fifth 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 Jacobs, Ovalis 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 Cotton, College 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 Evans, AllayPay**

*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.

[Meet the documents expert](https://meet.cloudfiles.io/salesforce?utm_content=sf-footer)

## CloudFiles for Salesforce | FAQs

**Q: What is CloudFiles for Salesforce?**
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.

**Q: Can CloudFiles reduce our Salesforce storage costs?**
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.

**Q: How is CloudFiles different from a single document generation or storage tool?**
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.

**Q: How long does implementation take, and how much admin effort is required?**
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.

**Q: Who typically uses CloudFiles inside a Salesforce org?**
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.

**Q: How does CloudFiles generate documents in Salesforce?**
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.

**Q: What is CloudFiles Document AI?**
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.

**Q: How does CloudFiles handle Salesforce SharePoint integration?**
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.

**Q: Does CloudFiles integrate Salesforce with Google Drive and other storage?**
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.

**Q: Is CloudFiles secure and compliant for enterprise and regulated industries?**
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.