CloudFiles vs
Conga Composer
Conga Composer is a document generation specialist for Salesforce: branded, template-based documents from Salesforce data. CloudFiles is a complete Salesforce to SharePoint platform covering file management, folder automation, document generation, AI extraction, governed sharing, and analytics.
At a glance
CloudFiles
CloudFiles is an all-in-one Salesforce document management platform built for automation, migration, and engagement analytics, all natively inside Salesforce.
- AppExchange rating: 4.99/5 (142 reviews)
- Customers: 1,200+ Salesforce teams
- Compliance: independently audited for SOC 2 Type II, certified to ISO 27001, and compliant with HIPAA and GDPR
- Storage: deep, native SharePoint integration
- Automation: native actions plus Flow support, no Apex required
- Bulk file migration: supported, in a single operation
- Pricing: per-user pricing with volume discounts for large teams; org-based pricing also available for large teams. 14-day free trial.
- Extended: document generation, AI-powered OCR extraction, engagement analytics
Conga Composer
Conga Composer is an enterprise document generation product for Salesforce. It creates pixel-perfect, branded documents (proposals, contracts, quotes, invoices) from Salesforce data using Word, Excel, and PDF templates. It is designed for document creation, not file management or SharePoint integration.
- AppExchange presence: an established product with broad enterprise adoption
- Customers: a large enterprise install base across multiple industries
- Compliance: Conga's own compliance page lists a SOC 2 report and ISO 27001 certification for the Conga platform
- Storage: reaches SharePoint indirectly, via OneDrive and a Power Automate flow
- Automation: batch generation and Salesforce Flow triggers
- Bulk file migration: not part of Conga Composer's feature set
- Pricing: enterprise-quoted, product-based licensing - additional Conga capabilities may require separate products
- Extended: e-signature (Conga Sign add-on), batch generation, template library
CloudFiles vs Conga Composer comparison
Evaluate whether your Salesforce team needs a document generation specialist or a complete Salesforce to SharePoint document workflow platform.
CloudFiles Document ManagementSalesforce–SharePoint integration
Limited - SharePoint storage uses OneDrive + Power Automate; no native SharePoint file management
Integration architecture
Reaches SharePoint indirectly: Conga's own documentation routes generated files through OneDrive first, then a Power Automate flow copies them into a specified SharePoint folder. This is a multi-step workaround, not a native integration.
Folder structure tied to Salesforce records
Limited - supports output destinations, not ongoing record-driven SharePoint folder management
File management from Salesforce
Limited - focused on generating and delivering documents, not external-storage file management
Salesforce Flow actions for file operations
Limited - Conga Trigger automates Composer generation workflows; broader file operations are not core Composer functionality
Bulk migration of existing Salesforce files to SharePoint
Conga Composer generates and routes new documents; it has no ability to migrate an existing Salesforce file library to SharePoint, so deploying it doesn't reduce Salesforce storage costs.
Moves your entire existing Salesforce file library (Notes, Attachments, ContentVersions) to SharePoint in a single operation, freeing Salesforce storage immediately.
Multi-storage support beyond SharePoint
Supported - generated documents can be delivered to multiple external storage destinations
Document generation from Salesforce data
Conga Composer's core strength: produces pixel-perfect, branded documents from Salesforce data using Word, Excel, and PDF templates.
Template complexity & formatting
Conga Composer's specialized template engine offers extra depth for extremely complex SOQL-driven templates and pixel-perfect, Word-authored formatting.
Available with Document Generation - supports reusable templates and document-generation workflows
Batch document generation
Purpose-built batch generation; for very high-volume runs across tens of thousands of documents, Conga's engine offers greater specialized depth.
Available with Document Generation - supports batch document generation and record-linked output workflows
Auto-save generated documents to SharePoint
Supported with setup - uses OneDrive + Power Automate in the documented Salesforce workflow
E-signature workflows
Available via the separately licensed Conga Sign add-on.
Generate-to-sign workflows carry a document from creation through signature to storage inside the same Salesforce flow.
AI-powered OCR data extraction
Not part of Conga Composer's documented feature set: data flows from Salesforce into a document, not back from a document into Salesforce.
Tracked secure sharing links
Limited - tracked, governed post-share links are not a core Composer capability
Document engagement analytics
Detailed per-page analytics and time-spent data aren't available; the basic view-tracking feature also requires a separate enablement step with Conga support.
Experience Cloud / external portal access
Supports Experience Cloud users for document generation, but requires additional per-click licensing and custom configuration, and doesn't provide SharePoint file access or upload for portal users.
Independent security certifications
SOC 2 Type II audited · ISO 27001 certified · HIPAA & GDPR compliant
Independently audited for SOC 2 Type II, certified to ISO 27001, and compliant with HIPAA and GDPR.
Pricing model
Product-based licensing - additional Conga capabilities may require separate products
Best suited for
Teams whose primary need is high-volume, highly formatted document generation, and who can manage file storage and SharePoint access with separate tools.
Salesforce teams that need SharePoint file management, folder automation, document generation, AI extraction, sharing, and analytics in one platform.
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 Document Management is a single per-user subscription with no mandatory annual lock-in, and Document Generation and Document AI are available as separate, transparently priced add-ons rather than a separate suite of products. See cloudfiles.io/pricing for current rates.
Which one is right for you?
Conga Composer is a document generation specialist. CloudFiles runs the full Salesforce to SharePoint document workflow, generation included.
Choose CloudFiles when you need:
- A native Salesforce to SharePoint integration, not just a document generation tool
- Folder structures and file management that mirror your Salesforce record hierarchy
- Bulk migration of your existing Salesforce file library to SharePoint
- Document generation, AI-powered data extraction, and file management in one platform
- Tracked, governed sharing links with engagement analytics inside Salesforce
- Experience Cloud portals without extra per-click licensing
- Predictable, transparent per-user pricing with a free trial
- Independently audited security, with SOC 2 Type II and ISO 27001
Choose Conga Composer when you need:
- A dedicated document generation specialist for highly formatted, branded documents
- Extremely complex, SOQL-driven templates or pixel-perfect Word-authored formatting
- Very high-volume batch generation across tens of thousands of documents
- A workaround path to SharePoint via OneDrive and Power Automate, not native file management
- Separate e-signature (Conga Sign), CLM, and CPQ products, each licensed independently
- A focused document generation tool rather than a full Salesforce to SharePoint platform
Go beyond storage: act on your documents
Connecting Salesforce to SharePoint should do more than make files accessible. CloudFiles lets teams generate, process, share, and automate documents as part of their Salesforce workflows.
Document AI
Turn SharePoint files into structured Salesforce data Extract key information from invoices, KYC forms, contracts, identity documents, and other files using OCR and AI. CloudFiles writes the extracted information back to Salesforce fields, reducing manual data entry and helping teams process documents faster. Your Salesforce to SharePoint integration becomes bi-directional: Salesforce can store documents in SharePoint and also read, understand, and act on their content.
Document Generation
Create documents from Salesforce data and save them directly to SharePoint Generate contracts, quotes, proposals, invoices, and other documents using reusable templates and live Salesforce data, all the way to e-signature. Every generated document is saved automatically to the correct SharePoint folder and linked to the originating Salesforce record. No manual uploads. No disconnected processes. No broken document workflows.
Entire CloudFiles Suite
Explore the full document stack From management to generation to AI, in one Salesforce-native platform.
Why Salesforce teams choose CloudFiles
Native document workflows
Manage SharePoint documents directly from Salesforce records instead of switching between platforms.
Automation without unnecessary complexity
Use prebuilt document actions for common tasks such as creating folders, moving files, generating documents, and updating records.
More value from SharePoint
Turn SharePoint from a passive storage system into an active part of your Salesforce business processes.
One platform for the document lifecycle
Manage, generate, process, share, and track documents without combining several disconnected tools.
Enterprise-grade security and compliance
CloudFiles is independently audited for SOC 2 Type II, certified to ISO 27001, and compliant with HIPAA and GDPR. Data residency is available in the US, EU, UK, and AU. Your files stay in your own storage - we never re-host them or use them to train our AI models.
Frequently asked questions
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.
Install free on AppExchange→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, connects Salesforce directly to SharePoint with full bidirectional file management.
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 specialized template engine offers greater depth in that specific area.
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 Conga Composer's documented features.
CloudFiles uses per-user pricing with volume discounts for large teams, org-based pricing available for large teams, and a 14-day free trial. The Conga Composer connector on AppExchange only unlocks the Salesforce connector - the core Composer solution, plus Sign, CPQ, and CLM, are purchased separately from Conga and are typically quote-based.
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 audited for SOC 2 Type II, certified to ISO 27001, and compliant with HIPAA and GDPR.
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.
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.
Explore CloudFiles pricing→This comparison was prepared by the CloudFiles team, based on publicly available information at the time of writing. Product features, pricing, and capabilities may change. If you notice anything out of date, let us know at marketing@cloudfiles.io and we'll review it.
Is CloudFiles the right fit for your team?
Don't spend weeks evaluating document tools on your own. In a 30-minute consultation, the CloudFiles team will review your workflow, flag automation gaps, and map out your Salesforce-to-SharePoint roadmap. No credit card required.