CloudFiles vs Conga Composer
A complete feature and technical breakdown for Salesforce teams deciding between a full document workflow platform and a document generation specialist.
Quick summary
- CloudFiles is a deep Salesforce SharePoint integration platform. Folders mirror your Salesforce record hierarchy, files are managed from inside Salesforce without switching tabs, bulk migration moves your existing file library to SharePoint, and the integration extends to document generation, AI data extraction, and engagement tracking - all within the Salesforce–SharePoint connection.
- Conga Composer is a document generation specialist. It excels at producing highly formatted, branded documents (proposals, contracts, quotes, invoices) from Salesforce data using Word, Excel, or PDF templates. It is not a Salesforce file management or SharePoint integration tool. SharePoint storage for generated files requires a workaround via OneDrive and Power Automate.
- If your requirement is document generation only - and you can live with manual file management, no SharePoint folder structure, and separate tools for each capability - Conga is a powerful standalone choice. If you want document generation, file management, AI extraction, SharePoint integration, and engagement analytics in a single platform, CloudFiles covers all of it.
At a Glance
Understand what each solution is designed for, before diving into the detailed comparison.
CloudFiles
Advanced Salesforce SharePoint integration built for complete document workflows — from file organization and bulk migration to document generation, AI data extraction, and engagement analytics. All natively within Salesforce.
⭐ AppExchange Rating: 4.9 stars
👥 Customers: 1,200+ Salesforce teams
🔒 Compliance: SOC 2 Type II, ISO 27001, HIPAA, GDPR
🗂️ Storage: Deep, native SharePoint integration
⚙️ Automation: Native actions + Flow support (no Apex)
📦 Bulk File Migration: Supported
💰 Pricing: From $19/user/month, free trial included
✨ Extended: Document generation, AI OCR extraction, engagement analytics
Conga Composer
Enterprise document generation for Salesforce. Creates pixel-perfect, branded documents from Salesforce data using Word, Excel, and PDF templates. Designed for document creation, not file management or SharePoint integration.
⭐ AppExchange Rating: Well-established product with broad adoption
👥 Customers: Large enterprise install base across multiple industries
🔒 Compliance: SOC 2, ISO 27001 certifications via Conga platform
🗂️ Storage: Indirect SharePoint via OneDrive + Power Automate Flow
⚙️ Automation: Batch generation, Salesforce Flow triggers
📦 Bulk File Migration: Not a feature of Conga Composer
💰 Pricing: Custom quote required; typically $35–50+/user/month
✨ Extended: E-signature (Conga Sign add-on), batch generation, template library
Disclaimer
This comparison was written by the CloudFiles team. CloudFiles is our product and we have a commercial interest in this comparison. Information about Conga Composer is based on publicly available product documentation, official Conga help documentation, AppExchange listings, and third-party review platforms, verified as of May 2026. Conga is a product of Conga (formerly Apttus). Features, capabilities, and limitations may vary based on configuration and updates over time. If any information here is inaccurate or outdated, please contact marketing@cloudfiles.io and we will update it promptly.
CloudFiles vs Conga Composer
A detailed comparison across file management, document generation, SharePoint integration, automation, and more.
Salesforce–SharePoint Integration
Core capability
CloudFiles supports a full document workflow layer — files, folders, generation, AI, all connected natively between Salesforce and SharePoint.
Conga can store generated files in SharePoint via an OneDrive → Power Automate Flow route. There is no direct, native Salesforce–SharePoint connection in Conga Composer.
Integration Architecture
How the connection works
CloudFiles uses secure Microsoft Graph APIs to connect Salesforce and SharePoint directly, enabling real-time file management in both directions.
Conga routes generated documents to cloud storage destinations (SharePoint, Google Drive, Box) as an output step. Files are sent, not managed. SharePoint appears in the "Document Delivery for API" list, which requires a separate enablement step with Conga support.
Supported Salesforce objects
Accounts, Opps, Cases, Custom
CloudFiles supports all standard objects like Accounts, Opportunities, Cases, Contacts, and all custom objects
Conga's Lightning component can be added to any Salesforce object page for document generation.
Multiple SharePoint sites & libraries
Enterprise multi-site support
CloudFiles supports folder structures and file management across any Salesforce standard or custom object.
Conga can route generated files to a specified SharePoint folder, but there is no interface to browse, manage, or navigate SharePoint sites from within Salesforce.
Automatic SharePoint folder creation
Per Salesforce record
CloudFiles ensures folder hierarchy mirrors the Salesforce record structure. Triggered on record creation without any custom Salesforce Flow configuration required.
Conga Composer is a document generation product. Creating or managing SharePoint folder structures from Salesforce records is outside its scope.
Upload files to SharePoint
Folder-targeted upload
CloudFiles ensures files uploaded land in the correct SharePoint folder and automatically link to the Salesforce record.
Users cannot browse or upload existing files to SharePoint from within a Salesforce record via Conga Composer. Conga only manages documents it generates.
Rename, move, delete SharePoint files
Full file operations from Salesforce
CloudFiles supports upload, preview, rename, move between folders, delete, and share - all from within any Salesforce record page.
File management operations on SharePoint content are not part of Conga Composer's feature set. Conga manages the creation and delivery of documents, not the ongoing management of files in SharePoint.
Preview files inside Salesforce
PDFs, images, Office, video
CloudFiles supports in-app preview of PDFs, images, videos, and Office files within Salesforce, without downloads or tab switching.
Conga shows a preview of documents it has just generated. It does not provide a general-purpose file browser or viewer for SharePoint-hosted content within Salesforce.
Generate Documents from Salesforce Data
Contracts, quotes, proposals, invoices
CloudFiles supports one-click generation of contracts, quotes, proposals, and invoices using reusable templates. Documents auto-save to the linked SharePoint folder and link back to the Salesforce record.
This is Conga Composer's primary capability. Generates highly formatted documents from Salesforce data using Word, Excel, PDF, PowerPoint, and HTML templates. Supports conditional logic, dynamic tables, and pixel-perfect branding.
Template Complexity & Formatting
Conditional logic, nested data
CloudFiles supports template-based document generation with Salesforce field merging, conditional sections, and e-signature workflow integration.
Conga's key differentiator. Supports complex SOQL queries for multi-object data, conditional content blocks, repeating sections, data tables, and pixel-perfect formatting authored directly in Microsoft Word or Excel.
Batch Document Generation
High-volume, scheduled
CloudFiles supports Flow-triggered document generation, enabling automated, record-by-record creation at scale.
Conga Batch is a dedicated add-on for scheduled, high-volume document runs - generating hundreds or thousands of documents at once.
Auto-Save Generated Docs to SharePoint
Linked to Salesforce record
CloudFiles ensures generated documents are automatically saved to the correct SharePoint folder and linked to the originating Salesforce record. No additional routing setup needed.
Conga documentation states SharePoint storage requires routing files through OneDrive first, then using a Power Automate Flow to copy them into a SharePoint folder. Direct SharePoint storage requires API setup.
E-Signature Workflows
Integrated signing
CloudFiles includes e-signature workflows as part of the document generation module.
E-signature requires Conga Sign (a separate licensed product) or a third-party integration with DocuSign or Adobe Sign. Each adds cost to the overall Conga investment.
AI-Powered OCR Data Extraction
Invoice, contract, KYC data into Salesforce fields
CloudFiles supports extraction of structured data from invoices, KYC forms, contracts, and IDs using OCR + ML. CloudFiles auto-populates Salesforce fields, reducing manual data entry by up to 80%, making the SharePoint integration genuinely bidirectional — files are read and acted upon, not just stored.
Conga Composer generates documents from Salesforce data - it does not read or extract data from existing documents back into Salesforce fields. Conga offers a separate Discovery AI product for contract intelligence, targeted at CLM use cases and priced separately.
Salesforce Flow Actions for File Operations
No-code automation
CloudFiles offers prebuilt Flow actions: create folder, move file, copy file, attach generated document, trigger AI extraction. No custom Apex needed.
Conga Trigger and Conga Batch support Salesforce Flow-triggered document generation. Flow actions for file management operations (folder creation, file moves) are not part of Conga Composer.
Bulk Migration of Existing Salesforce Files to SharePoint
Frees Salesforce storage
CloudFiles supports migration of your entire existing Salesforce file library to SharePoint in a single operation. CloudFiles ensures files remain accessible from Salesforce records and frees Salesforce storage immediately — directly reducing your Salesforce bill.
Conga Composer is a document generation tool, not a file migration tool. Migrating existing Salesforce files (Notes, Attachments, ContentVersions) to SharePoint is outside its scope. Your Salesforce storage costs are unaffected by Conga.
Tracked Secure Sharing Links
Password, expiry, engagement
CloudFiles allows sharing of any SharePoint file via a CloudFiles link with configurable security (password, expiry date, disable download). CloudFiles provides full per-link engagement analytics (opens, views, downloads, time spent).
Conga's Composer Link Service provides a basic document delivery link. Advanced engagement tracking (views, time spent, per-recipient analytics) is a separately enabled feature (Conga File Storage / Link Service) and not part of standard Composer plans.
Document Engagement Analytics in Salesforce
Views, downloads, time spent
CloudFiles tracks file opens, views, downloads, and time spent, surfaced inside Salesforce for every shared document.
Conga Composer's Advanced Features (Enterprise edition) include document link delivery with view tracking and first-open notification emails, synced back to the Salesforce record. Detailed per-page analytics and time-spent data are not available. This feature requires Composer Advanced Features to be provisioned by contacting Conga support.
Experience Cloud / External Portal Access
Clients without Microsoft licenses
CloudFiles supports external clients and partners uploading and accessing SharePoint files from Salesforce Experience Cloud portal pages without a Microsoft or SharePoint account.
Conga Composer supports Experience Cloud (Community) users for document generation, but requires additional per-click licensing (~$0.70/click), custom button URL configuration, and permission set assignments. It does not provide SharePoint file browsing or upload for portal users.
Independent Security Certifications
SOC 2, ISO 27001, HIPAA, GDPR
CloudFiles is independently certified to SOC 2 Type II, ISO 27001, HIPAA, and GDPR. CloudFiles offers a public Trust Portal with compliance documentation and data residency in US, EU, UK, and AU.
Conga holds SOC 2 and ISO 27001 certifications at the platform level. Workflows built to align with HIPAA and FDA standards. Certifications apply to the Conga platform, not Composer in isolation.
Setup Complexity
Time to go live
CloudFiles installs from AppExchange. CloudFiles supports configuration of SharePoint site and library with Lightning component deployment. CloudFiles ensures 98% of customers go live within their first week, with free setup support included.
Conga Composer setup involves building Solution records, configuring SOQL queries (Query Builder), and building templates. Reviewers frequently cite a steep learning curve for advanced configurations. Consultant involvement is common for complex deployments.
Pricing Model
Transparency and total cost
CloudFiles offers a free trial. CloudFiles provides paid plans from $19/user/month, modular across Generation, AI, and Analytics as needed. CloudFiles supports volume discounts with no mandatory annual commitment and an extendable free trial.
Conga Composer does not publish standard pricing. Custom quotes are required. A free 30-day trial is available (10 user licenses). E-signature (Conga Sign), CLM, and CPQ are each priced separately. Annual contract minimums and per-transaction overage charges apply at high document volumes.
GET CLOUDFILES TODAY
Try CloudFiles for FREE
Join 2,000+ teams using CloudFiles to manage, share and automate SharePoint documents in Salesforce.
Free setup support included. 98% go live within their first week.
Where the Gap is Largest
SharePoint Folder Management Doesn't Exist in Conga
Conga Composer has no capability to create, browse, or manage SharePoint folder structures from within Salesforce. If your team needs SharePoint folders that mirror Accounts, Opportunities, or Cases -automatically created when records are made - Conga cannot deliver it. This requires either CloudFiles or a heavily customised Power Automate setup built from scratch.
Conga's SharePoint Integration is an Indirect Workaround
Conga's official documentation for SharePoint storage routes files through OneDrive first, then uses a Microsoft Power Automate Flow template to copy them into a specified SharePoint folder. This is a multi-step workaround, not a native integration. CloudFiles connects Salesforce directly to SharePoint via Microsoft Graph APIs with no intermediate routing required.
CloudFiles offers Bidirectional Integration
Conga Composer is designed to generate documents from Salesforce data - information flows from Salesforce into a document. CloudFiles' AI OCR extraction reverses this: it reads SharePoint documents (invoices, contracts, KYC forms) and writes the extracted data back into Salesforce fields. This makes the integration genuinely bidirectional and eliminates manual data entry.
Conga Doesn't Reduce Your Salesforce Storage Bill
Conga Composer generates and routes new documents. It has no ability to migrate your existing Salesforce file library (Notes, Attachments, ContentVersions) to SharePoint. Your Salesforce storage costs are entirely unaffected by deploying Conga. CloudFiles performs this migration in a single automated operation, freeing Salesforce storage immediately - often generating cost savings that offset the CloudFiles subscription within the first month.
Engagement Analytics: Night and Day
CloudFiles tracks every shared document - who opened it, when, how long they spent on each page, and whether they downloaded it - surfaced natively inside Salesforce. Conga Composer's Advanced Features (Enterprise edition) include first-open notification emails and basic view tracking synced to the Salesforce record, but detailed per-page analytics and time-spent data are not available and the feature requires a separate enablement step with Conga support. Neither the depth of analytics nor the breadth of coverage matches what CloudFiles provides by default.
Conga's Total Cost Grows Quickly
Conga Composer is one product in a suite. E-signature (Conga Sign), contract lifecycle management (Conga CLM), and CPQ are each separately licensed, and pricing for all products is custom-quote only with no publicly listed rates. Annual contract minimums and potential overage charges at high document volumes add further cost unpredictability. CloudFiles delivers document generation, AI, analytics, and full SharePoint integration starting at $19/user/month with no mandatory annual lock-in.
Which one is right for you?
Get CloudFiles if you need
- Auto-created SharePoint folder structures tied to Salesforce records
- Full file management (upload, preview, move, rename, delete) from inside Salesforce
- Bulk migration of existing Salesforce files to SharePoint to cut storage costs
- Document generation (contracts, quotes, proposals) saved directly to SharePoint
- AI-powered OCR to extract document data into Salesforce fields automatically
- Tracked sharing links with engagement analytics inside Salesforce
- External portal users (Experience Cloud) accessing SharePoint without a Microsoft account
- Automation without building Salesforce Flows or Apex from scratch
- Transparent pricing with a free trial and no mandatory annual commitment
- Independently verified enterprise compliance (SOC 2 Type II, ISO 27001, HIPAA, GDPR)
Consider Conga Composer if you need
- Highly complex, pixel-perfect document templates authored in Microsoft Word or Excel
- Multi-object SOQL data pulls for intricate document structures
- High-volume batch document generation (hundreds or thousands at once)
- Deep conditional logic and dynamic content in document templates
- An established enterprise vendor with a large ecosystem of certified implementation partners
- Document generation only — and you have separate solutions for file management, SharePoint integration, and AI extraction
- Already invested in the broader Conga suite (CLM, CPQ, Sign)
Go Beyond Storage: Act on Your Documents
CloudFiles doesn’t stop at connecting Salesforce with SharePoint. Once your documents are organized, you can generate, read, and act on them - directly from Salesforce.
Document AI
Turn your SharePoint files into structured Salesforce data.
Extract key information from documents like invoices, KYC forms, contracts, and IDs using OCR and AI, and automatically populate Salesforce fields.
Your SharePoint integration becomes bi-directional: not just storing files, but reading and using them inside your CRM.
Document Generation
Create documents from Salesforce data, and store them back in SharePoint.
Generate contracts, quotes, proposals, and invoices using reusable templates - all the way to e-signature. Every document is automatically saved to the right SharePoint folder and linked to the Salesforce record.
No manual uploads. No broken workflows.
Just a seamless loop between Salesforce and SharePoint.
Entire CloudFiles Suite
Explore the entire document stack - from management to generation to AI.
Only Salesforce SharePoint Integration with Enterprise Compliance
Is CloudFiles The Perfect Fit?
Loved by Teams. Backed by Results.
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 Talpallikar
Aviva
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 Davuluri
W. R. Grace & Co.
Flawless app with exceptional support. CloudFiles exceeds expectations in testing, implementation, migration, and automation. Highly recommend exploring this solution for connecting file storage to Salesforce
Mark Salib
BDA Partners
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 Ady
Anteriad
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 Pashkin
Rainforest 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 Chacón
Sagicor Financial Corporation
Very flexible app that allows for customization without limiting you to specific use cases. Great fit for diverse business workflows. Love it!
William Hughes
Artisan Strategic Advisors, Inc.
Great app with fantastic support! The team helped us set it up and continues to assist whenever needed. Highly recommended for easy file management.
Jeroen Naafs
National Taiwan University
CloudFiles is an excellent tool for centralized document storage. Easy to set up, with responsive support throughout the process. Highly recommended
Debra Mangiafridda
Polymedco Inc.
Streamlining document movement between Salesforce Core and corresponding folders in SharePoint was straightforward with strong support from the CloudFiles team. Overall, CloudFiles has proven valuable.
Josip Mahovlić
Trawelt
Using CloudFiles with Salesforce makes handling documents on SharePoint much easier and super reliable. Highly recommend it to anyone dealing with files or document automation in Salesforce!
Aishwarya Richharia
Cancer Research UK
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Using CloudFiles with Salesforce and SharePoint for a custom solution enabled a perfect transition with assistance on flows, connections, and development of the custom update.
Eric Donie
Kymanox
Using CloudFiles to copy files from Salesforce to SharePoint via Salesforce Flows, created nested folder structures and has been running for over a year without any issues, therefore I would recommend it.
Andrew Nixon
Aggreko
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Using CloudFiles to back up files from Salesforce to SharePoint has been great to work with, with quick support and a very accommodating team.
Karim Karim
Strategic Insurance
CloudFiles has been a success story automating Salesforce and SharePoint by eliminating manual folder creation and copying with automatically generated and linked folders in SharePoint.
Andrew Hastings
Maritime Developments Limited
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Finding CloudFiles to integrate SharePoint with Salesforce was a huge relief, with automation tools that work well and are amazing. Most importantly, their support has been amazing
Patrick Ford
Gold Alder Salesforce Consulting for Nonprofits
Using CloudFiles to seamlessly integrate Salesforce and SharePoint enabled secure sharing, scalable folder hierarchy with flows, more file storage space, and incredibly helpful support.
Christina Andrus
Bridgepointe Technologies
Frequently Asked Questions
What is the main difference between CloudFiles and Conga Composer for Salesforce?
CloudFiles is a full Salesforce SharePoint integration platform that includes document generation, AI data extraction, file management, bulk migration, and engagement analytics — all natively within Salesforce. Conga Composer is a document generation specialist: it excels at producing branded, template-based documents from Salesforce data, but it does not manage files in SharePoint, create folder structures, migrate Salesforce files, or extract data from documents back into Salesforce fields. If you need document generation only, Conga is a powerful choice. If you need a complete document workflow platform, CloudFiles is built for that scope.
Does Conga Composer integrate natively with SharePoint?
Conga Composer can route generated documents to SharePoint as a delivery destination, but the integration is indirect. Official Conga documentation describes a workaround requiring files to be first stored in OneDrive, then copied to SharePoint using a Microsoft Power Automate Flow template. There is no direct, native Salesforce–SharePoint connection in Conga Composer for file management, folder creation, or file browsing within Salesforce. CloudFiles, by contrast, provides a direct native integration via Microsoft Graph APIs with full bidirectional file management.
Can CloudFiles replace Conga Composer for document generation?
For the majority of Salesforce document generation use cases - contracts, quotes, proposals, invoices, letters - yes. CloudFiles includes document generation that creates documents from Salesforce field data using templates, saves them to the correct SharePoint folder, links them back to the Salesforce record, and supports e-signature workflows. For teams requiring extremely complex SOQL-driven templates, pixel-perfect Word-authored formatting, or high-volume batch generation across tens of thousands of documents, Conga Composer's specialised template engine offers greater depth in that specific area.
Does CloudFiles Support Bulk Migration of Salesforce files to SharePoint?
Yes. CloudFiles supports bulk migration of your entire existing Salesforce file library to SharePoint in a single operation - freeing Salesforce storage immediately without losing access to any file. Bulk migration is not listed in ShareConnect's documented features.
How much does CloudFiles cost compared to Conga Composer?
CloudFiles offers transparent pricing from $19/user/month, including a free trial and no mandatory annual commitment. Conga Composer does not publish standard pricing and requires a custom quote. A free 30-day trial is available for Conga Composer. E-signature (Conga Sign), contract lifecycle management (Conga CLM), and CPQ are each separately licensed, making the total Conga investment for a full document workflow substantially higher than Composer alone.
What is the best Salesforce SharePoint integration tool?
CloudFiles provides the most advanced Salesforce SharePoint integration on AppExchange - automatic folder creation tied to Salesforce record structure, bulk migration, document generation saved to SharePoint, AI data extraction from SharePoint files back into Salesforce, and engagement tracking. It holds a 4.9-star AppExchange rating with 1,200+ customers and is independently certified to SOC 2 Type II, ISO 27001, HIPAA, and GDPR standards.
Does CloudFiles work with Salesforce Experience Cloud?
Yes. CloudFiles supports external clients and partners uploading and accessing SharePoint files directly from Salesforce Experience Cloud portal pages, without needing a Microsoft or SharePoint account. Conga Composer supports Experience Cloud users for document generation, but requires additional per-click licensing and custom configuration to work in a portal context, and does not provide SharePoint file access or upload for portal users.
Does CloudFiles reduce Salesforce storage costs?
Yes. CloudFiles performs bulk migration of your existing Salesforce file library - Notes, Attachments, and ContentVersions - to SharePoint in a single automated operation. Files remain accessible from Salesforce records post-migration, but they are no longer stored in Salesforce, freeing storage immediately. For teams with significant Salesforce file storage, this saving alone frequently exceeds the cost of the CloudFiles subscription. Conga Composer has no file migration capability and does not affect your Salesforce storage costs.
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Join 2,000+ teams using CloudFiles to manage, share and automate SharePoint documents in Salesforce. Free setup support included. 98% go live within their first week.
