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
Document Management for Salesforce
Manage and automate every document in Salesforce
Connect your storage, surface every file on the record, share with tracking, and automate the management - all in Salesforce, without a single file leaving your storage.
Trusted by leading teams worldwide
What is CloudFiles document management?
One platform for every document management automation
CloudFiles is the leading enterprise document management solution for Salesforce, and the best way to connect SharePoint, Google Drive, S3, or more to your Salesforce records. It runs natively inside Salesforce, helping teams store, surface, share, and automate every document without leaving the record. Your files stay in your own storage, out of Salesforce limits, and are never re-hosted.
By the numbers
The proof behind the platform
1,200+
Salesforce teams trust CloudFiles
4.9 ★
Average rating on the AppExchange
4
Independent certifications: SOC 2, ISO 27001, HIPAA, GDPR
The problem with native Salesforce Files
Salesforce was never built to manage your files
Native Salesforce Files fills up storage, scatters documents across records, and gives you no link to the storage your company already pays for. CloudFiles changes the starting point.
Without CloudFiles
- Every attachment eats into Salesforce File storage, so you either buy more at premium per-GB rates or start deleting.
- Files attach one by one to individual records, with no folders and no way to organize them.
- Salesforce Files Connect can reference external sources, but it is admin-heavy to set up and offers no automated folders, no per-record structure, and no external sharing with tracking.
- Someone attaches and sorts every file by hand.
- Files shared externally go out as public links no one can track or revoke.
With CloudFiles
- Files stay in your own SharePoint, Google Drive, or S3, off the Salesforce File storage meter, so storage cost stops scaling with every attachment.
- Every record gets a structured, ready-to-go folder, so documents are organized automatically instead of piling up one by one.
- Your connected storage works on the record out of the box, with real-time two-way sync and no auth-provider setup to wrestle with.
- Folder creation, filing, and moves run automatically from Salesforce Flows, so no one sorts files by hand.
- External sharing goes through secure datarooms with engagement tracking, expiry, and revocable access, not open public links.
What CloudFiles offers
Everything your Salesforce documents need, in one place
Real-time two-way sync
Storage integrations
Connect SharePoint, Google Drive, OneDrive or AWS S3 and manage those files without ever leaving Salesforce.
Ready-to-go folder templates
File & folder management
Auto-create folders per record, link files to any object, and find the right document in one click.
Custom actions & Apex
Deep Salesforce integration
Move notes and attachments to external storage, embed widgets on records and Experience Cloud, and build with native flows.
No-code flow triggers
Automated management
Trigger file transfers, record linking, metadata updates and archiving from your existing Salesforce automation.
How it works
Live in three steps
Connect your storage, automate the busywork, and share documents - all without leaving Salesforce.
Step 1
Connect your storage
Authorize SharePoint, Google Drive, OneDrive or S3 from the AppExchange install. Your files stay in your own storage - CloudFiles never re-hosts them.
Step 2
Organize & automate
Set folder templates and rules so every record files, links and moves its documents automatically.
Step 3
Share & track
Send secure datarooms to external parties, control access, and see engagement back on the record.
Features that power your systems
CloudFiles offers a plethora of document management features, from automated folder creation to daily file management.
Storage integrations
Integrate seamlessly with leading platforms like SharePoint, AWS S3 and Google Drive 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.
Deep Salesforce integration
Free up Salesforce storage by automatically moving notes and attachments to external storage 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 to and from 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.
See how CloudFiles compares
Side-by-side with native Salesforce Files and other AppExchange document apps.
Storage integrations
Explore popular storage-specific features
Connect your preferred storage and explore what CloudFiles can do.
SharePoint
Best for enterprise file control within the Microsoft ecosystem.
Google Drive
Easy, collaborative file access for Google Workspace users.
AWS S3
High-volume, secure and scalable storage for enterprises.
Not sure where to start?
You don't have to figure it out alone. Book a 30-minute session with our experts and we'll guide you through what matters for your use case. 87% of people who book a demo get their answers in the very first call.
CloudFiles vs. alternatives
Native Files vs. other apps vs. CloudFiles
Most buyers arrive comparing options. Here is the honest starting point.
Capability
Native Salesforce FilesNative Salesforce Files
Other AppExchange appsOther AppExchange apps
CloudFilesExternal storage (SharePoint, Drive, OneDrive, S3)
not supported
Not supported
not supported
Varies by vendor
fully supported
All four, natively
Files stay in your own storage
not supported
Stored in Salesforce
not supported
Often copied or cached
fully supported
Never copied into your CRM
Automatic folder creation per record
not supported
Manual
not supported
Varies
fully supported
Automated
Runs natively inside Salesforce
not supported
Native
not supported
Often middleware
fully supported
Native flows & Apex
Secure external datarooms with tracking
not supported
Basic links
not supported
Limited
fully supported
Tracked & revocable
Impact on Salesforce storage cost
not supported
Increases
not supported
Usually reduces
fully supported
Offloads it
Popular use cases
Explore our popular use-cases
From sharing to organizing, and everything in between.
Connect folders to records
Link files directly to Salesforce records for easy access and organization across teams.
Ready-to-go folders
Instantly create organized folders for every lead or opportunity, saving time and effort.
Share & receive files
Securely share and receive documents with external parties using easy-to-manage, secure datarooms.
Resources
Guides, case studies & more
From real-world case studies to actionable guides - dive deeper into 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 and storage - learn how to get the most out of CloudFiles document management.
Case studies
Real stories, real impact - discover how teams solved complex document challenges with speed and precision.
Ultimate guide to Salesforce–SharePoint integration
Read our most popular guide to connecting SharePoint storage with Salesforce.
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.
Loved by teams, backed by results
Don't just take our word for it, take theirs.
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
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 AdyAnteriad
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 ChacónSagicor
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 PashkinRainforest Alliance
Stay compliant & secure.
CloudFiles is independently audited for SOC 2 Type II, certified to ISO 27001, and compliant with HIPAA and GDPR. Data residency is supported in the US, EU, UK, and AU. Your files stay in your own storage - CloudFiles never re-hosts them - and are not used to train our AI models.
SOC 2
Type II
HIPAA
Compliant
ISO 27001
Certified
GDPR
Compliant
Take the CloudFiles audit
Get your document automation plan in 30 minutes
Book a free 30-minute CloudFiles audit. We map your workflow live, show you where storage cost and manual work are hiding, and demo the exact setup for your org. You leave with a clear plan, whether or not you buy.
Salesforce document management FAQs
Document management in Salesforce refers to organizing, storing, accessing and controlling documents linked to Salesforce records. It helps teams manage files across sales, operations and compliance workflows without relying on disconnected systems. Platforms like CloudFiles extend these capabilities with more advanced control and scalability.
Managing large file volumes typically requires structured organization, automation and external storage. Solutions like CloudFiles help teams handle scale by enabling external storage integration while keeping files accessible within Salesforce, reducing both complexity and storage costs.
Document management in Salesforce can be improved by automating file organization, enabling secure sharing and integrating external storage systems. Tools such as CloudFiles bring these capabilities together within Salesforce, helping teams streamline document workflows without switching systems.
Salesforce provides basic file management capabilities, but many organizations extend it with specialized solutions like CloudFiles to handle larger volumes of files, improve organization and enable automation directly within their workflows.
To manage storage limits, companies often store files in external systems such as AWS S3, SharePoint or Google Drive while keeping them accessible within Salesforce. Solutions like CloudFiles enable this approach seamlessly, allowing teams to reduce storage costs without disrupting user experience.
An effective solution should include document organization, external storage integration, secure sharing, automation and scalability. Platforms like CloudFiles that combine these features within Salesforce help teams manage documents more efficiently without relying on multiple tools.