Document Management Demo
CloudFiles Document Management Demo Video
Get started in 2 minutes
Installation & Configuration
Step-by-step guide to install CloudFiles, manage permissions, and connect external storage — ready to manage files in minutes.
Widget Setup Guide
Learn how to configure the CloudFiles Document Management widget in Salesforce.
Tutorials
From smart folder structures to automated sharing — explore how teams streamline document handling with CloudFiles in Salesforce.
Why CloudFiles Document Management?
#1 in Document Management
Trusted by 1,200+ Salesforce teams managing millions of documents everyday.
4.9 Stars on AppExchange
Used by sales, service & marketing professionals from all over the world. Happy customers, always!
Compliance You Can Count On
Our commitment to data privacy and security is embedded in every part of our business & our code.
Resources to help you dive deeper
Explore Features
Discover the robust features powering CloudFiles Document Management — from external storage sync to smart file access control.
Explore Use Cases
Unlock document workflows — from automated folder creation and dataroom sharing to external file collaboration and record linking.
Explore Case Studies
Real stories, real impact — discover how teams solved complex document challenges with speed and precision.
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.
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.
Book a Demo
CloudFiles’ document management streamlines marketing and sales workflows, boosting efficiency while saving time and money.