# CloudFiles vs Conga Composer

> CloudFiles delivers complete Salesforce document workflows across SharePoint, generation, AI, and governed sharing, while Conga Composer focuses on document generation from Salesforce data.

*Compare · Document Management for Salesforce*

## 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.

[Try CloudFiles for free](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000Gh9uFUAR) · [Consult documents expert](https://meet.cloudfiles.io/salesforce?utm_content=sf-cloudfiles-vs-conga-hero)

## 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.

| Feature | Conga Composer | CloudFiles Document Management |
|---|---|---|
| Salesforce–SharePoint integration | ✓ | ✓✓ |
| Integration architecture | ✓ | ✓✓ |
| Folder structure tied to Salesforce records | ✓ | ✓✓ |
| File management from Salesforce | ✓ | ✓✓ |
| Salesforce Flow actions for file operations | ✓ | ✓✓ |
| Bulk migration of existing Salesforce files to SharePoint | ✗ | ✓✓ |
| Multi-storage support beyond SharePoint | ✓ | ✓✓ |
| Document generation from Salesforce data | ✓ | ✓✓ |
| Template complexity & formatting | ✓ | ✓✓ |
| Batch document generation | ✓ | ✓✓ |
| Auto-save generated documents to SharePoint | ✓ | ✓✓ |
| E-signature workflows | ✓ | ✓ |
| AI-powered OCR data extraction | ✗ | ✓✓ |
| Tracked secure sharing links | ✓ | ✓✓ |
| Document engagement analytics | ✗ | ✓✓ |
| Experience Cloud / external portal access | ✓ | ✓✓ |
| Independent security certifications | ✓ | ✓✓ |
| Pricing model | ✓ | ✓✓ |
| Best suited for | ✓ | ✓✓ |

## 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. [Explore CloudFiles Document AI](https://appexchange.salesforce.com/appxListingDetail?listingId=94ed2229-b5d5-4ec7-b42f-734e4999eabc)
- **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. [Explore CloudFiles Document Generation](https://appexchange.salesforce.com/appxListingDetail?listingId=de62e2e1-191d-4aa2-a73e-237b426b4675)
- **Entire CloudFiles Suite** — Explore the full document stack From management to generation to AI, in one Salesforce-native platform. [Explore the CloudFiles suite](/salesforce/)

## 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.

*Security & compliance*

## 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.

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

[Security overview](/security)

## Frequently asked questions

**Q: 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.

**Q: 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, connects Salesforce directly to SharePoint with full bidirectional file management.

**Q: 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 specialized template engine offers greater depth in that specific area.

**Q: 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 Conga Composer's documented features.

**Q: How much does CloudFiles cost compared to Conga Composer?**
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.

**Q: 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 audited for SOC 2 Type II, certified to ISO 27001, and compliant with HIPAA and GDPR.

**Q: 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.

**Q: 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.

Disclaimer: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](mailto: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.

[Book a demo](https://meet.cloudfiles.io/salesforce?utm_content=sf-cloudfiles-vs-conga-footer) · [Try CloudFiles for free](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000Gh9uFUAR)