CloudFiles vs Share Connect
Both tools connect Salesforce to SharePoint. The depth of that connection is where they differ significantly. This page looks at what each product actually does with the Salesforce SharePoint integration - how folders are created, how files are managed, what automation is possible, and what enterprise capabilities each offers.
At a glance
CloudFiles
CloudFiles is advanced Salesforce SharePoint integration built for complete document workflows. It goes beyond file access to enable structured document management, automation, & data processing, 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 SharePoint integration (with support for other platforms) ⚙️ Automation: Native actions + Flow support 📦 Bulk File Migration: Supported ✨ Extended Capabilities: Document generation, AI data extraction, Engagement analytics
Share Connect
Focused Salesforce SharePoint connector for file and folder linking. ShareConnect is designed to link SharePoint files and folders to Salesforce records, with additional automation capabilities available through Salesforce Flow. ⚙️ Automation: Available on Pro plan · Requires Salesforce Flow 📦 Bulk File Migration: Not listed in documented features 🔒 Security Certifications: Not publicly disclosed 🗂️ Core Strength: File & folder linking with basic automation
CloudFiles vs ShareConnect
Connect Salesforce to SharePoint
Integration Approach
Preview & manage files inside Salesforce
Standard & custom Salesforce objects
File & Folder Automation
File upload & Storage optimization
Generate documents from Salesforce data
AI-powered OCR data extraction
AI agent integration
Tracked secure sharing links
Experience Cloud / external portal users
Security certifications
Permissions & Access control
Pricing & Plans
When should you choose each?
Go beyond storage: act on your documents
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
HIPAA, SOC 2 Type II, ISO 27001 and GDPR - independently verified and certification achieved.
Is CloudFiles The Perfect Fit?
Don't waste weeks guessing. In 30 minutes, we'll audit your workflow, identify automation gaps, and build your roadmap.
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!
CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses.
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
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.
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!
CloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration.
Very flexible app that allows for customization without limiting you to specific use cases. Great fit for diverse business workflows. Love it!
Great app with fantastic support! The team helped us set it up and continues to assist whenever needed. Highly recommended for easy file management.
CloudFiles is an excellent tool for centralized document storage. Easy to set up, with responsive support throughout the process. Highly recommended
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.
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!
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.
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.
Using CloudFiles to back up files from Salesforce to SharePoint has been great to work with, with quick support and a very accommodating team.
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.
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
Using CloudFiles to seamlessly integrate Salesforce and SharePoint enabled secure sharing, scalable folder hierarchy with flows, more file storage space, and incredibly helpful support.