The Ultimate Document Management Tool Built for Salesforce
As the leading file connector for Salesforce, we offer an intuitive document management solution that lets you manage, share, and automate your workflows — all within Salesforce. Don’t miss out!
Trusted by Leading Teams Worldwide
Watch Demo
This Demo video covers how files can be automatically organized under relevant records, how version control helps track changes, and how permissions can be set to control access. The demo also walks through integrations with storage platforms like SharePoint and Google Drive, making it easier to manage files without switching between tools.
Don’t Just Store, Master your Documents
Organize, automate, and access your files—without ever leaving Salesforce
Features that power your systems...
CloudFiles offers a plethora of document management features ranging from automated folder creation to daily file management
Storage Integrations
Integrate seamlessly with leading platforms like SharePoint, AWS S3, Google Drive, and more to manage files directly within Salesforce. Automate file handling, centralize storage, and access documents instantly—no app-switching required.
- 40% faster document retrieval with real-time syncing.
- Full compliance through controlled access, permissions, and version tracking
- Boost collaboration with secure document sharing inside Salesforce
File & Folder Management
CloudFiles automates folder creation, organization, and linking to Salesforce records—no more manual sorting or lost files. Effortlessly store, retrieve, and manage documents right inside Salesforce.
- Less manual work with auto-generated folders for every record.
- Quicker file retrieval with organized folders linked to Salesforce.
- Boost workflow efficiency by 60% with shared, real-time access for teams.
Salesforce Files Support
Free up Salesforce storage by automatically moving notes and attachments files to external storages like SharePoint, Google Drive, or OneDrive—without losing access or organization.
- Free up 80% storage by offloading files.
- Access files faster with storage consolidation
- Move large files easily from / to Salesforce
Automated Management
Revolutionize file handling through automated folder creation, file transfer, record linking, metadata updates and much more. Automate 80% of your document processes.
- Cut manual file tasks by 40% with automated file management.
- Enjoy faster file access with instant links to Salesforce records.
- Boost accuracy by 100% with auto metadata updates
Explore Popular Storage-Specific Features
Connect your preferred storage and explore what CloudFiles can do
Explore Test Drives
Experience real-world Document Management use cases instantly — no setup, no configuration. Head to the Instructions tab and open the article that walks you through powerful use cases like folder management, external storage sync, smart sharing, and automation.
Guides, Case Studies & More
From real-world case studies to actionable guides — dive deeper into how leading firms streamline document workflows inside Salesforce.
Installation & Configuration
Complete setup guide covering installation, permissions, and storage integration — so you're ready to go in minutes.
Tutorials
From smart file organization to seamless sharing & storage — learn how to get the most out of CloudFiles Document Management.
Explore Case Studies
Real stories, real impact — discover how teams solved complex document challenges with speed and precision.
Explore Use Cases
Unlock document workflows — from automated folder creation and dataroom sharing to external file collaboration and record linking.
Document Types
Explore how CloudFiles handles different document types and formats across industries, seamlessly.
From sharing to organizing, and everything in between!
Explore Industry Specific Solutions
Financial Services
Healthcare & Life Sciences
Technology & IT
Loved by Teams. Backed by Results.
Don’t just take our word for it—take theirs...
4.9
4.5/5
4.8/5
"CloudFiles has has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended."
Jeremy Ahoyo
Atlante
"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 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 Villalobos
The Financial Interior, LLP
"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
"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 Mencias
Mālama Solar
"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
"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
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One Click Away from Smarter Docs
Book Your Personalized Demo NOW ! Join 2000+ teams using CloudFiles to streamline workflows, cutting document chaos by 75% while saving hours every week.
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