CloudFiles vs
XfilesPro
A head-to-head look at two approaches to Salesforce document storage: full document management vs. storage offloading.
At a glance
CloudFiles
Salesforce-native document management platform. Goes beyond file access to structured document management and automation, all inside Salesforce.
- AppExchange rating: 4.99/5 (142 reviews)
- Category: enterprise document management platform, Salesforce-native
- Storage: SharePoint, Google Drive, OneDrive, MS Teams, Dropbox, AWS S3, Azure Blob and Azure Files, Box
- Compliance: platform-level SOC 2 Type II, ISO 27001, HIPAA, GDPR, with data residency in US, EU, UK, and AU
- Automation: out-of-the-box Salesforce Flow actions, point-and-click widget actions, and Apex and platform events
- Bulk file migration: files, attachments, and ContentDocuments in one operation, mirroring the record hierarchy
- Extended capabilities: document generation, document AI, datarooms, file requests, engagement analytics
- Pricing: per-user pricing with volume discounts for large teams; org-based pricing also available for large teams. 14-day free trial.
XfilesPro
XfilesPro is an external-storage-first file management solution focused on storage offloading, synchronization, and file-lifecycle control across connected storage systems.
- AppExchange rating: 4.99 stars
- Category: external-storage-first file management
- Storage: SharePoint, Google Drive, OneDrive, AWS S3
- Compliance: inherited from connected storage systems and the Salesforce security model
- Automation: Salesforce Flow, Apex, and API-based operations
- Bulk file migration: handled through its connector, per vendor documentation
- Extended capabilities: document generation and document AI are offered only through separate add-on modules, outside XfilesPro's core document-management product
- Install: requested through a form, followed by vendor-led setup, with a 7-day free trial
CloudFiles vs XfilesPro comparison
Evaluate which Salesforce to SharePoint integration and document management solution best fits your enterprise requirements.
CloudFiles Document ManagementConnect Salesforce to SharePoint
Connector-based integration that links Salesforce with external storage systems.
Integration approach
External-first architecture built around connected storage systems.
External storage support
Connects to SharePoint, Google Drive, OneDrive, and AWS S3.
Connects to SharePoint, Google Drive, OneDrive, MS Teams, Dropbox, AWS S3, Azure Blob and Azure Files, and Box.
Folder automation
Rule-based folder structure aligned with sync and storage configuration.
Storage optimization
Focused on external storage offloading and migration.
Bulk file migration
Migration and synchronization handled through its connector, per vendor documentation.
Automation model
Supports Salesforce Flow, Apex, and API-based operations.
Metadata automation
Metadata handling based on sync and external structure.
Advanced Salesforce-native metadata handling.
Document generation
Offered only through a separate add-on module, not part of the core document-management product.
AI document processing
Offered only through a separate add-on module, not part of the core document-management product.
OCR and data extraction
Module-based document intelligence.
Secure sharing links
External storage permissions combined with Salesforce access control.
Document engagement analytics
Not listed in the documented feature set.
External uploads
Supported through external storage workflows and connectors.
File request blocks route external uploads into the correct record-linked folder.
Experience Cloud support
Supported - available for Experience Cloud and portal users
Permissions and access control
Role and policy based mapping across Salesforce and external storage.
Audit and tracking
Sync-level audit logs.
Salesforce-context audit trails, with every document action logged and ready for reports and Flows.
Security certifications and compliance
Inherits its compliance posture from the storage systems it connects to.
Install
Not installed via AppExchange. Access is requested through a form, followed by vendor-led setup.
Installed from AppExchange and configured in Salesforce with standard admin permissions.
Pricing structure
Per-user pricing with separate external storage costs, org-wide pricing requires contacting sales.
Best suited for
Teams whose requirement is storage offloading and synchronization into an existing external storage setup, with generation and AI added as separate modules.
Enterprise teams that need end-to-end document workflows inside Salesforce: automation, bulk migration, compliance, external sharing, analytics, generation, and AI. Best for Salesforce to SharePoint integration.
Which one is right for you?
CloudFiles runs the full document lifecycle inside Salesforce. XfilesPro focuses on storage offloading and synchronization.
Choose CloudFiles when you need:
- Complete document management inside Salesforce
- Record-driven SharePoint folder automation
- 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
- Platform-owned enterprise security and compliance
- Support for complex, scalable document workflows
Choose XfilesPro when you need:
- Storage offloading and synchronization into an existing external storage setup
- Document generation and AI added as separate modules
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 multilingual files using OCR and NLP. 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 external-storage 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 your storage
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
CloudFiles is the more complete enterprise document management platform for Salesforce, spanning document management, generation, AI, secure sharing, and file collection. XfilesPro focuses on storage offloading and synchronization. Teams that only need to move files out of Salesforce can use either. Teams that want document workflows inside Salesforce will get further with CloudFiles.
CloudFiles connects Salesforce to SharePoint, Google Drive, OneDrive, MS Teams, Dropbox, AWS S3, Azure Blob and Azure Files, and Box. XfilesPro supports SharePoint, Google Drive, OneDrive, and AWS S3.
Yes. CloudFiles bulk-migrates existing Salesforce files, attachments, and ContentDocuments into external storage in a single operation, organized to mirror the record hierarchy, and Flow automations route new uploads to the correct folders on an ongoing basis.
CloudFiles holds platform-level SOC 2 Type II and ISO 27001 certification, supports HIPAA and GDPR requirements, offers data residency in the US, EU, UK, and AU, and logs every document action for audit-ready governance. XfilesPro inherits its compliance posture from the storage systems it connects to.
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.