Document Management Demo

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Get Started in 2 Minutes

Instant setup. Instant control. Launch CloudFiles Document Management in Salesforce in just 2 minutes.

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Installation & Configuration

Step-by-step guide to install CloudFiles, manage permissions, and connect external storage — ready to manage files in minutes.

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Widget Setup Guide

Learn how to configure the CloudFiles Document Management widget in Salesforce.

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Tutorials

From smart folder structures to automated sharing — explore how teams streamline document handling with CloudFiles in Salesforce.

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Why CloudFiles Document Management?

Your files don’t just stay stored — they stay in sync, accessible, and under control.

#1 in Document Management

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Trusted by 1,200+ Salesforce teams managing millions of documents everyday.

4.9 Stars on AppExchange

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Used by sales, service & marketing professionals from all over the world. Happy customers, always!

Compliance You Can Count On

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Our commitment to data privacy and security is embedded in every part of our business & our code.

Resources to Help You Dive Deeper

Discover how CloudFiles delivers real impact — one feature, use case, and customer at a time.

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Explore Features

Discover the robust features powering CloudFiles Document Management — from external storage sync to smart file access control.

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Explore Use Cases

Unlock document workflows — from automated folder creation and dataroom sharing to external file collaboration and record linking.

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Explore Case Studies

Real stories, real impact — discover how teams solved complex document challenges with speed and precision.

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Explore Test Drives

Experience real-world Document Management use cases instantly — no setup, no configuration. Fill your info to access the test drive org. Once the test-drive is open, navigate to this article within the Instructions tab of the Test Drive.

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Stay compliant & secure.

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We work with independent experts to verify our security, privacy and compliance controls, and have achieved certification against stringent standards.

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Book a Demo

CloudFiles’ document management streamlines marketing and sales workflows, boosting efficiency while saving time and money.

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