CloudFiles x Salesforce Case Studies

Discover how companies across finance, healthcare, real estate, and more use CloudFiles’ Document Management, Generation, and AI products to automate workflows, simplify file handling, and boost productivity in Salesforce.

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Trusted by Leading Teams Worldwide

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Explore Customer Success Stories

See how real teams supercharged their document workflows with CloudFiles

Diversified fall protection

Document Approval Efficiency up by 50% CloudFiles | Manufacturing

CloudFiles facilitates selective file sharing between SharePoint and Salesforce Experience Cloud.

BDA Partners

25% Productivity Lift with CloudFiles | Financial Services

Discover how BDA Partners streamlined document management, enhanced compliance, and improved operational efficiency

Fresh Consulting

Sales-to-service handover efficiency up by 35% with CloudFiles | Professional Services

CloudFiles simplifies document organization and automates folder hierarchies

health

Firm Cuts Approval Time 50% with CloudFiles Document AI | Healthcare

CloudFiles automates medical assessment approvals with smart extraction, rule-based checks, and AI-powered response scoring.

law

Medical Legal Firm Achieves 99.9% Faster Processing, Extracts 100+ Data Points with CloudFiles

CloudFiles streamlines legal workflows with AI-driven data extraction, document splitting, & secure compliance.

Media

Media Giant Improved Sales Data Accuracy by 25% Using CloudFiles Document AI extraction

CloudFiles captures data and applies fuzzy matching to multi-format sales documents, enabling media teams to extract RFP details quickly and accurately.

Professional Services

Workforce Services Firm Achieves 40% Faster Approvals with CloudFiles Line Item Extraction

CloudFiles automates extraction of key fields and salary details from employee verification documents directly into Salesforce.

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