# Document Management Tool Built for Salesforce

> CloudFiles - Leading file connector for Salesforce. Manage, share & automate workflows with our intuitive document management solution in Salesforce

*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.

[Meet a documents expert](https://meet.cloudfiles.io/salesforce?utm_content=sf-document-management-hero) · [Get it on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000Gh9uFUAR&utm_content=sf-docman)

*Trusted by leading teams worldwide*
Logos: General Mills, Dun & Bradstreet, Wingstop, PenFed, Aviva, Ohio University, CA Conservation Corps, NC State Auditor, Arthrex, Commvault, Computacenter, Aggreko, ITW, Lummus, Northumbrian Water, Hamptons, Anteriad, BrightNight

*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

- **Storage integrations** — Connect SharePoint, Google Drive, OneDrive or AWS S3 and manage those files without ever leaving Salesforce.
- **File & folder management** — Auto-create folders per record, link files to any object, and find the right document in one click.
- **Deep Salesforce integration** — Move notes and attachments to external storage, embed widgets on records and Experience Cloud, and build with native flows.
- **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.

- **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.
- **Organize & automate** — Set folder templates and rules so every record files, links and moves its documents automatically.
- **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

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.

[Learn more](/salesforce/features/storage-integrations/)

### File & folder management

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.

[Learn more](/salesforce/features/file-and-folder-management/)

### Deep Salesforce integration

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.

[Learn more](/salesforce/features/deep-salesforce-integration/)

### Automated management

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.

[Learn more](/salesforce/features/automated-management/)

## See how CloudFiles *compares*

Side-by-side with native Salesforce Files and other AppExchange document apps.

[Compare CloudFiles](/salesforce/compare/)

*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. [Learn more](/salesforce/salesforce-sharepoint-storage-integration/)
- **Google Drive** — Easy, collaborative file access for Google Workspace users. [Learn more](/salesforce/salesforce-google-drive-storage-integration/)
- **AWS S3** — High-volume, secure and scalable storage for enterprises. [Learn more](/salesforce/salesforce-aws-s3-storage-integration/)

## 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.

[Book a demo](https://meet.cloudfiles.io/salesforce?utm_content=sf-document-management-banner)

*CloudFiles vs. alternatives*

## Native Files vs. other apps vs. *CloudFiles*

Most buyers arrive comparing options. Here is the honest starting point.

| Feature | Native Salesforce Files | Other AppExchange apps | CloudFiles |
|---|---|---|---|
| External storage (SharePoint, Drive, OneDrive, S3) | ✗ | ✗ | ✓✓ |
| Files stay in your own storage | ✗ | ✗ | ✓✓ |
| Automatic folder creation per record | ✗ | ✗ | ✓✓ |
| Runs natively inside Salesforce | ✗ | ✗ | ✓✓ |
| Secure external datarooms with tracking | ✗ | ✗ | ✓✓ |
| Impact on Salesforce storage cost | ✗ | ✗ | ✓✓ |

*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. [Learn more](/salesforce/use-cases/connect-files-to-records/)
- **Ready-to-go folders** — Instantly create organized folders for every lead or opportunity, saving time and effort. [Learn more](/salesforce/use-cases/ready-to-go-folders/)
- **Share & receive files** — Securely share and receive documents with external parties using easy-to-manage, secure datarooms. [Learn more](/salesforce/use-cases/secure-datarooms-sharing/)

*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. [Learn more](https://help.cloudfiles.io/)
- **Tutorials** — From smart file organization to seamless sharing and storage - learn how to get the most out of CloudFiles document management. [Learn more](https://help.cloudfiles.io/)
- **Case studies** — Real stories, real impact - discover how teams solved complex document challenges with speed and precision. [Learn more](/salesforce/case-studies/)
- **Ultimate guide to Salesforce–SharePoint integration** — Read our most popular guide to connecting SharePoint storage with Salesforce. [Learn more](/salesforce/salesforce-sharepoint-storage-integration/)
- **Explore use cases** — Unlock document workflows - from automated folder creation and dataroom sharing to external file collaboration and record linking. [Learn more](/salesforce/use-cases/)
- **Document types** — Explore how CloudFiles handles different document types and formats across industries, seamlessly. [Learn more](/salesforce/document-types/)

## Loved by teams, backed by results

Don't just take our word for it, take theirs.

> "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.**

> "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**

> "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 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**

> "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 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.

Certifications: SOC 2 (Type II), HIPAA (Compliant), ISO 27001 (Certified), GDPR (Compliant)

[Security overview](/security)

*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.

[Book a demo](https://meet.cloudfiles.io/salesforce?utm_content=sf-document-management-footer) · [Get on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000Gh9uFUAR&utm_content=sf-docman-footer)

## Salesforce document management FAQs

**Q: 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.

**Q: 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.

**Q: 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.

**Q: 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.

**Q: 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.

**Q: 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.