CloudFiles vs
Share Connect
Both CloudFiles and Share Connect connect Salesforce to SharePoint. The difference lies in how deeply each platform supports your document workflows. This comparison covers SharePoint files, folder creation, Salesforce automation, document generation, AI-powered data extraction, external sharing, security, and enterprise use cases.
At a glance
CloudFiles
Document management platform built for complete workflows: structured management, automation, secure sharing, and engagement tracking, all native to Salesforce.
- AppExchange rating: 4.99/5 (142 reviews)
- Trusted by: 1,200+ Salesforce teams
- Compliance: SOC 2 Type II, ISO 27001, HIPAA, GDPR
- Storage: deep SharePoint integration, plus Google Drive, AWS S3, Azure, Box, and OneDrive
- Automation: native document flow actions and Salesforce Flow support
- Bulk file migration: supported
- Extended capabilities: document generation, AI data extraction, engagement analytics
Share Connect
Share Connect is a Salesforce to SharePoint connector focused on linking SharePoint files and folders to Salesforce records. It lets Salesforce users access linked SharePoint content, with additional file and folder automation available through Salesforce Flow on its Pro plan.
- Core focus: SharePoint file and folder linking
- Automation: available on the Pro plan, requires Salesforce Flow
- Bulk file migration: not listed in the documented feature set
- Security certifications: not publicly disclosed
- Primary strength: file and folder linking with basic automation
CloudFiles vs Share Connect comparison
Evaluate which Salesforce to SharePoint integration and document management solution best fits your enterprise requirements.
CloudFiles Document ManagementConnect Salesforce to SharePoint
Links SharePoint files and folders to Salesforce records through the SharePoint Links component.
Integration approach
Uses a link-based architecture in which the SharePoint file or folder name and URL are stored in Salesforce.
Preview and manage files inside Salesforce
Supports linking, uploading, previewing, saving, and renaming files. Additional operations are available on the Pro plan through Flow.
Standard and custom Salesforce objects
The SharePoint Links component can be used with standard and custom Salesforce objects.
File and folder automation
Folder and file automation requires Salesforce Record-Triggered Flows and the Pro plan.
File upload and storage optimization
Existing file uploads can be handled using Scheduled Flows. Bulk processing requires the Mass Actions add-on.
Bulk file migration
Limited - bulk migration uses Scheduled Flows and requires the Mass Actions add-on
Document generation
Document generation is not listed in the current Share Connect feature set.
AI-powered data extraction
AI-powered OCR and structured data extraction are not listed in the documented feature set.
AI agent integration
AI agent capabilities are not listed in the documented feature set.
Secure sharing links
File email sending is available on the Pro plan. Tracked sharing links and engagement analytics are not listed in the documented features.
Document engagement analytics
Post-sharing document engagement analytics are not listed in the documented features.
Experience Cloud support
Experience Cloud support is not listed in the public documentation.
Permissions and access control
SharePoint permissions determine actual file access. Salesforce controls the visibility of the link.
Security certifications
SOC 2 Type 2 at Appiphony vendor level.
Pricing structure
Two main plans: Starter at 6 dollars per user per month billed annually, and Pro at 12 dollars per user per month billed annually.
Best suited for
Teams with simpler internal use cases focused mainly on SharePoint file linking and Flow-based automation.
Enterprise teams that need end-to-end document workflows, scalable automation, bulk migration, compliance, external sharing, analytics, generation, and AI. Best for Salesforce to SharePoint integration.
Choose CloudFiles when you need:
- Complete document management inside Salesforce
- Automated SharePoint folder creation
- Prebuilt document actions without heavy Flow configuration
- Bulk migration of existing Salesforce files
- Document generation and AI-powered OCR data extraction (available as add-ons)
- Secure external sharing with engagement tracking
- Experience Cloud document access
- Enterprise security and compliance
- Support for complex, scalable document workflows
Choose Share Connect when you need:
- Basic SharePoint file and folder linking
- A link-based Salesforce integration
- Simple internal file-access workflows
- Automation built using Salesforce Flow
- A focused connector rather than a full document 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. 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
Both products connect Salesforce to SharePoint, but they differ in the depth of the integration. Share Connect is primarily a file-linking tool. It stores the SharePoint file or folder name and URL in Salesforce so users can access the linked content from their CRM. CloudFiles works as a complete document workflow layer. It extends the Salesforce to SharePoint integration into document management, folder automation, bulk migration, document generation, AI-powered data extraction, secure sharing, engagement analytics, and Experience Cloud support.
Automated folder and file operations in Share Connect, including folder creation, folder movement, automated file uploads, and file renaming, require Salesforce Record-Triggered Flows on the Pro plan. CloudFiles provides automated folder creation and prebuilt document actions, which reduces the amount of Flow configuration required for common document management tasks.
Yes. CloudFiles supports bulk migration of existing Salesforce files to SharePoint while keeping the files accessible from their related Salesforce records.
Yes. CloudFiles generates contracts, quotes, proposals, invoices, and other documents using Salesforce field data and reusable templates. Generated documents are saved automatically to the linked SharePoint folder and associated with the originating Salesforce record. Document generation is not listed in Share Connect's documented feature set.
CloudFiles extends Salesforce to SharePoint integration beyond file and folder linking with bulk file migration, prebuilt document automation, document generation, AI-powered data extraction, document engagement analytics, secure tracked sharing, Experience Cloud support, independent SOC 2 Type II auditing, and ISO 27001 certification.
Yes. CloudFiles uses OCR and AI to extract structured data from documents such as invoices, contracts, KYC forms, and identity documents. The extracted information is written directly into Salesforce fields, helping teams reduce manual data entry and automate document-processing workflows.
Yes. CloudFiles supports Salesforce Experience Cloud, so customers and partners can upload and access SharePoint files through portal pages without requiring individual SharePoint licenses. Experience Cloud support is not listed in Share Connect's public documentation.
Yes. CloudFiles lets teams manage SharePoint files from Salesforce while the documents remain stored in SharePoint. Salesforce users can preview, upload, rename, move, delete, share, and automate the files without leaving Salesforce.
CloudFiles Document Management uses per-user pricing with volume discounts for large teams, org-based pricing available for large teams, and a 14-day free trial.
CloudFiles connects to SharePoint using a Service Principal: an application-only identity in your Microsoft Entra directory, with no human account, password, or licensed seat behind it, so nothing breaks when someone leaves or resets their MFA. Combined with Microsoft's Sites.Selected permission, access can be scoped to exactly the sites you choose, rather than relying on a stored admin credential or a shared service account.
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.