# CloudFiles vs Share Connect

> CloudFiles delivers complete Salesforce to SharePoint document workflows, while Share Connect focuses on file and folder linking with Flow-based automation.

*Compare · Document Management for Salesforce*

## 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.

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

## 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.

| Feature | Share Connect | CloudFiles Document Management |
|---|---|---|
| Connect Salesforce to SharePoint | ✓ | ✓✓ |
| Integration approach | ✓ | ✓✓ |
| Preview and manage files inside Salesforce | ✓ | ✓✓ |
| Standard and custom Salesforce objects | ✓ | ✓✓ |
| File and folder automation | ✓ | ✓✓ |
| File upload and storage optimization | ✓ | ✓✓ |
| Bulk file migration | ✓ | ✓✓ |
| Document generation | ✗ | ✓✓ |
| AI-powered data extraction | ✗ | ✓✓ |
| AI agent integration | ✗ | ✓✓ |
| Secure sharing links | ✗ | ✓✓ |
| Document engagement analytics | ✗ | ✓✓ |
| Experience Cloud support | ✗ | ✓✓ |
| Permissions and access control | ✓ | ✓✓ |
| Security certifications | ✓ | ✓✓ |
| Pricing structure | ✓ | ✓✓ |
| Best suited for | ✓ | ✓✓ |

- **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. [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. 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 difference between CloudFiles and Share Connect?**
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.

**Q: Does Share Connect require Salesforce Flow for folder automation?**
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.

**Q: Does CloudFiles support bulk migration of Salesforce files to SharePoint?**
Yes. CloudFiles supports bulk migration of existing Salesforce files to SharePoint while keeping the files accessible from their related Salesforce records.

**Q: Can CloudFiles generate documents and save them directly to SharePoint?**
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.

**Q: What does CloudFiles do that Share Connect does not?**
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.

**Q: Can CloudFiles extract data from SharePoint documents?**
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.

**Q: Can external users access SharePoint files through CloudFiles?**
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.

**Q: Does CloudFiles keep files in SharePoint?**
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.

**Q: How much does CloudFiles cost?**
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.

**Q: Can I limit which SharePoint sites CloudFiles or Share Connect can access?**
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.

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-share-connect-footer) · [Try CloudFiles for free](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000Gh9uFUAR)