# Demo Video - Document Management

> See how CloudFiles Document Management streamlines file handling in Salesforce. Organize, share, & control files with automation and compliance.

## Document Management Demo

[CloudFiles Document Management Demo Video](https://www.youtube.com/watch?v=Dq8lkHfKIvg)

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## 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.

*Your files don’t just stay stored — they stay in sync, acces*

## 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.

[Try Now](https://help.cloudfiles.io/salesforce/document-management-and-sharing-test-drives)

## 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)

## Book a Demo

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

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