# Salesforce - Case Studies

> Discover how companies across finance, healthcare, real estate, and more use CloudFiles' Document Management, Generation, and AI products

## 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.

[Talk to a document expert](https://meet.cloudfiles.io/salesforce?utm_medium=web&utm_source=web&utm_content=sf-case-studies-banner)

*Trusted by leading teams worldwide*
Logos: Commvault, Wingstop, Dun & Bradstreet, Aviva, Aggreko, CMG, Northumbrian Water, Computacenter, Hamptons, Anteriad, Lummus, BrightNight, MCIC, PenFed, Oakland Promise, General Mills, VFS Global, ITW

## Explore customer success stories

See how real teams supercharged their document workflows with CloudFiles.

- **Document approval efficiency up 50%** — CloudFiles facilitates selective file sharing between SharePoint and Salesforce Experience Cloud. [Read case study](/salesforce/case-studies/diversified-fall-protection/)
- **25% productivity lift** — Discover how BDA Partners streamlined document management, enhanced compliance, and improved operational efficiency. [Read case study](/salesforce/case-studies/bda-partners/)
- **Sales-to-service handover efficiency up 35%** — CloudFiles simplifies document organization and automates folder hierarchies. [Read case study](/salesforce/case-studies/fresh-consulting/)
- **Approval time cut 50% with Document AI** — CloudFiles automates medical assessment approvals with smart extraction, rule-based checks, and AI-powered response scoring. [Read case study](/salesforce/case-studies/healthcare-services-firm/)
- **99.9% faster processing, 100+ data points extracted** — CloudFiles streamlines legal workflows with AI-driven data extraction, document splitting, and secure compliance. [Read case study](/salesforce/case-studies/medical-legal-services-firm/)
- **Sales data accuracy up 25% with Document AI** — CloudFiles captures data and applies fuzzy matching across multi-format sales documents, helping media teams extract RFP details quickly and accurately. [Read case study](/salesforce/case-studies/media-entertainment-giant/)
- **Approvals 40% faster with line item extraction** — CloudFiles automates extraction of key fields and salary details from employee verification documents directly into Salesforce. [Read case study](/salesforce/case-studies/workforce-services-firm/)

## Book a demo

Join 1,000+ teams using CloudFiles to streamline workflows, cutting document chaos by 75% while saving hours every week.

[Book a demo](https://meet.cloudfiles.io/salesforce?utm_medium=web&utm_source=web&utm_content=sf-case-studies-footer)
