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.
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.
- SHARE CONNECT (by Appiphony) links SharePoint and OneDrive files to Salesforce records and automates folder creation via Salesforce Flow on its Pro plan. It is a focused tool for teams that need file linking and folder automation.
- If you need the depth of the Salesforce–SharePoint connection to extend beyond linking - into document creation, data extraction, and file intelligence - CloudFiles is built for that scope. ShareConnect is the right fit if your needs are straightforward file linking and Flow-based automation.
At a Glance
Understand what each solution is designed for, before diving into the detailed comparison.
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
Disclaimer
This comparison was written by the CloudFiles team. CloudFiles is our product and we have a commercial interest in this comparison. All Share Connect information is sourced from Appiphony's public documentation at appiphony.com/share-connect and appiphony.com/share-connect/pricing, verified April 27, 2025. ShareConnect is a product of Appiphony, LLC. CloudFiles is not affiliated with Appiphony. Verify features and pricing with each vendor before purchasing. If any information is inaccurate or has changed, contact marketing@cloudfiles.io and we'll update promptly.
CloudFiles vs ShareConnect
Evaluate the best tool to connect Salesforce and SharePoint for your team from CloudFiles and Share Connect
Connect Salesforce to SharePoint
CloudFiles connects Salesforce records directly with SharePoint, allowing users to access, preview, organize, share, and automate SharePoint files from inside Salesforce.
Share Connect links SharePoint files and folders to Salesforce records via the SharePoint Links component.
Integration Approach
CloudFiles works as a document-management layer inside Salesforce, so SharePoint is not just connected as a file location - it becomes part of record-level document workflows.
Share Connect works primarily through linked SharePoint files/folders. The file or folder name and URL are saved back to Salesforce as a Content Version record.
Preview & manage files inside Salesforce
CloudFiles lets you upload, preview, rename, move, delete, and share SharePoint files from inside any Salesforce record - full file management without switching to SharePoint.
Share Connect lets you Link files, upload, preview via File Viewer, save, and rename. File movement and additional operations available on Pro plan via Flow.
Standard & custom Salesforce objects
CloudFiles works with all standard Salesforce objects (Accounts, Opportunities, Cases, Contacts) and all custom objects.
Share Connect's sharePoint Links component available for all standard and custom Salesforce objects.
File & Folder Automation
CloudFiles provides prebuilt Flow actions for creating folders, moving files, copying files, attaching documents, and managing workflows.
Share Connect's Folder automation requires Salesforce Record-Triggered Flows and the Pro plan.
File upload & Storage optimization
CloudFiles supports automatically moving existing notes and attachments from Salesforce storage to SharePoint, freeing up Salesforce storage while keeping files accessible from records.
ShareConnect supports existing file uploads via Scheduled Flows, but requires the Mass Actions add-on for bulk processing.
Generate documents from Salesforce data
Using CloudFIles, Create contracts, quotes, proposals, and invoices from Salesforce field data using reusable templates in one click. Generated documents are automatically saved to the linked SharePoint folder.
Not in ShareConnect's current feature set. Appiphony has stated a Microsoft-centric document generation solution is in development and will integrate with ShareConnect.
AI-powered OCR data extraction
Using CloudFiles, extract structured data from invoices, KYC forms, contracts, and IDs using OCR and machine learning. Auto-populates Salesforce fields, reducing manual data entry by up to 80%.
Not listed in ShareConnect's documented features. File email send is available on the Pro plan, but no engagement tracking or analytics after sharing.
AI agent integration
In CloudFiles, AI agents can create documents, classify files, extract information, and manage SharePoint files as part of automated Salesforce agent workflows.
Not available in ShareConnect's documented feature set.
Tracked secure sharing links
Using CloudFiles, Share any SharePoint file via a CloudFiles link - with configurable security (password, expiry, download disable) and full engagement analytics on every link.
File email send is available on the Share Connect's Pro plan. Tracked sharing links with engagement analytics are not listed in ShareConnect's documented features.
Experience Cloud / external portal users
External clients and partners can upload and access SharePoint files from Salesforce Experience Cloud portal pages - no SharePoint licence needed.
Not listed in ShareConnect's public documentation. ShareConnect is described for internal Salesforce users.
Security certifications
CloudFiles is independently audited and certified. SOC 2 Type II, ISO 27001, GDPR compliant, HIPAA compliant. Public Trust Portal with compliance documentation. Data residency in US, EU, UK, and AU.
Appiphony does not publicly disclose security certifications. We recommend contacting them directly to ask about their security posture before purchasing.
Permissions & Access control
CloudFiles lets you control document access directly from Salesforce, while still respecting SharePoint permissions in the backend - enabling access control as part of Salesforce workflows.
ShareConnect relies on SharePoint permissions for actual file access. Salesforce controls only the visibility of the link, not the file access itself.
Pricing & Plans
CloudFiles offers multiple flexible plans. You can start with Document Management & add modules like sharing, generation, AI as needed. Includes volume discounts, no yearly commitment, and allows custom enterprise plans tailored to your use case. A free trial (extendable) allows deeper evaluation before committing.
Share Connect offers 2 fixed tiers (Starter & Pro), both tied to a 1-year commitment for standard pricing. Functionality is split by plan (basic vs automation), so scaling requires upgrades. While lower-cost initially, the model is less flexible and more tier-restricted.
When should you choose each?
Choose CloudFiles if:
* You want end-to-end document workflows (not just linking)
* You need automation without heavy Flow setup
* You’re scaling across teams, records, or industries
* You care about compliance, analytics, and external sharing
Choose Share Connect if:
* You only need basic file linking to SharePoint
* You’re comfortable building Flows for automation
* Your use case is simple and internal
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.
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 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 is SOC 2 Type II and ISO 27001 certified, with a 4.9-star rating and 1,200+ customers.
How does CloudFiles connect SharePoint to Salesforce?
CloudFiles connects Salesforce to SharePoint by automatically creating SharePoint folder structures when Salesforce records are created, linking files and folders to those records, supporting bulk migration of existing files, enabling document generation from Salesforce data saved to SharePoint, and extracting data from SharePoint files back into Salesforce fields - all without switching between tabs or apps.
Does Share Connect require Salesforce Flow for folder automation?
Yes. According to Appiphony's own pricing page, all automated folder and file operations in ShareConnect require Salesforce Record-Triggered Flows on the Pro plan ($12/user/month annual). CloudFiles creates SharePoint folders automatically when records are created without requiring any Flow configuration.
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.
Can CloudFiles generate documents and save them directly to SharePoint?
Yes. CloudFiles generates contracts, quotes, proposals, and other documents from Salesforce field data and saves them automatically to the linked SharePoint folder. The document is also linked back to the originating Salesforce record. ShareConnect does not currently include document generation. Source: appiphony.com/share-connect/pricing
What does CloudFiles do that Share Connect does not?
CloudFiles extends the Salesforce–SharePoint integration beyond file linking: bulk migration, automation without Salesforce Flow, document generation saved to SharePoint, AI data extraction from SharePoint files into Salesforce fields, document engagement analytics, Experience Cloud external user support, and SOC 2 Type II and ISO 27001 security certifications. Source: appiphony.com/share-connect/pricing
How much does CloudFiles cost?
CloudFiles has a free tier and paid plans from $19/user/month, including advanced SharePoint integration, document generation, AI, and analytics. ShareConnect starts at $6/user/month (Starter) for file linking and $12/user/month (Pro) for Flow-based automation. Source: appiphony.com/share-connect/pricing
GET CLOUDFILES TODAY
Try the most advanced Salesforce SharePoint integration 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.
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