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Salesforce · Compare

See how CloudFiles stacks up

Compare CloudFiles against the tools you're evaluating - side by side, on CRM sync, security, and analytics.

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Side-by-side comparison

Built for CRM teams. Not just CRM-adjacent.

Select the tools you're evaluating to compare them against CloudFiles, feature by feature.

Select at least one tool to compare against CloudFiles Document Management.

Overview
Share ConnectShare Connect
XfilesProXfilesPro
sFilessFiles
CloudFiles Document Management

AppExchange rating

Salesforce AppExchange
5.0 / 5
16 reviews
4.98 / 5
196 reviews
4.99 / 5
142 reviews

Native CRM sync

Core integration
supported

Supported - Salesforce-SharePoint file/folder linking, syncing and Flow automation

supported

Supported - Real-time two-way file/folder sync between Salesforce and external storage

supported

Supported - Creates and links SharePoint folders to Salesforce records

fully supported

Fully supported - Salesforce document/storage integration with Flow and Apex automation

Bank-grade security

Core integration
not supported

No published SOC 2 report or ISO 27001 certificate (checked Aug 2026)

supported

Inherits its compliance posture from the storage systems it connects to, no independent certifications of its own

not supported

No published SOC 2 report or ISO 27001 certificate documented for sFiles

fully supported

SOC 2 Type II · ISO 27001 · HIPAA · GDPR

Usage analytics

File & folder management
not supported

Not documented for Share Connect

not supported

Not listed in the documented feature set

not supported

No Salesforce-side engagement tracking once a link is clicked; visible only in Microsoft 365 audit logs

fully supported

Views, time spent, viewer/session details, downloads, and page-wise analytics

Named comparisons

Compare CloudFiles head-to-head

Go deeper on how CloudFiles stacks up against each named competitor, feature by feature.

Conga logo

CloudFiles vs Conga Composer

Conga Composer generates branded documents from Salesforce data. CloudFiles adds SharePoint storage, folder automation, AI extraction, and analytics on top.

Files Connect logo

CloudFiles vs Files Connect

Files Connect only surfaces a link to files stored in SharePoint. CloudFiles brings live sync, folder automation, and AI extraction to that same content.

S3-Link logo

CloudFiles vs S3-Link

S3-Link handles file upload and storage across S3, Wasabi, and Google Drive. CloudFiles adds document generation, AI extraction, and engagement analytics.

Share Connect logo

CloudFiles vs Share Connect

Share Connect links SharePoint files and folders to Salesforce records. CloudFiles runs the full document lifecycle, generation, AI extraction, and analytics included.

XfilesPro logo

CloudFiles vs XfilesPro

XfilesPro focuses on external storage offloading and file-lifecycle control. CloudFiles runs the complete document workflow inside Salesforce.

sFiles logo

CloudFiles vs sFiles

sFiles links SharePoint folders to Salesforce records for direct file access. CloudFiles adds generation, AI extraction, and analytics on the same files.

Stay compliant & secure.

CloudFiles is independently audited for SOC 2 Type II, certified to ISO 27001, and compliant with HIPAA and GDPR - with data residency 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.

SOC 2
Type II
HIPAA
Compliant
ISO 27001
Certified
GDPR
Compliant

Loved by teams, backed by results

Don't just take our word for it.

CloudFiles has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended.

Jeremy AhoyoAtlante

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 TalpallikarAviva

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 DavuluriW. R. Grace & Co.

CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!

Irwin MenciasMālama Solar

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 SalibBDA Partners

CloudFiles is incredibly robust and handles our document processes flawlessly. The highly responsive team are true problem solvers. Worth every dollar. Absolutely recommend for Salesforce.

Victor VillalobosThe Financial Interior, LLP

Comparison FAQs

Most Salesforce document tools solve one problem - storage, sharing, or generation. CloudFiles brings all three into a single native platform, backed by a 4.99-star AppExchange rating and 1,200+ Salesforce teams on board.

Most document tools handle one job well - storage, sharing, or generation - and leave teams juggling several disconnected apps. CloudFiles brings document management, generation, and AI extraction into one Salesforce-native platform, so teams switch to cut down on manual work and tool-switching.

CloudFiles is independently audited for SOC 2 Type II and certified to ISO 27001, with HIPAA and GDPR compliance built in.

Yes. Each comparison is checked against public competitor documentation and refreshed when features, pricing, or certifications change. If something looks out of date, we want to know.

Ready to switch?

See why teams choose CloudFiles over the alternatives. Book a 30-minute session and we'll walk through what matters for your use case.