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 files in ready-to-go folders, connect external storage, and share seamlessly — all inside Salesforce. Enable record-linked views, automate uploads, control access, and track engagement. Smart, secure, and storage-agnostic document management.
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.
Deep Salesforce Integration
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
Feeling overwhelmed by Features?
You don’t have to figure it out alone. Book a 30-min session with our experts and we’ll guide you through what really matters for your use case. 87% of people who book a demo with us get their answers in the very first call.
Custom Widgets & Actions
Embed powerful document widgets directly into Salesforce — for uploading, sharing, and viewing files at record or Experience Cloud level. Supercharge them with Custom Actions like bulk move, send email, one-click archiving or AI-based verification — all built using native flows, tailored to your process.
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.
Explore Our Popular Use-cases
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 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
Stay complaint & secure.
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.
Book a DemoSalesforce Document Management FAQs
Explore how to organize, store, and manage documents in Salesforce efficiently, and how platforms like CloudFiles help streamline document workflows at scale.
What is document management in Salesforce?
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.
What is the best way to manage large volumes of files in Salesforce?
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.
How can Salesforce document management be improved?
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.
Can Salesforce be used as a document management system?
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.
How do companies handle document storage limits in Salesforce?
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.
What features should a Salesforce document management solution include?
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.
