Events

CloudFiles at Salesforce events

We sponsor and exhibit at Dreamforce and the Agentforce World Tour. Come and see document management, document generation and Document AI running natively inside Salesforce, and talk to the people who build it.

Why we show up in person

Most document problems in Salesforce are easier to show than to describe. A ten minute demo at a booth usually answers more than a long call: how files move between Salesforce and SharePoint, Google Drive or AWS S3; how a quote or contract is generated from live record data; and how Document AI reads a PDF and writes the values back onto the record.

Our team is on the stand for the whole event, so you can bring a real workflow and we will walk through it with you. If you would rather book time in advance, use the demo link at the bottom of this page and mention the event you are attending.

What to ask us about

  • External storage. Connecting SharePoint, Google Drive, OneDrive, Box, Dropbox or AWS S3 to Salesforce records, and moving existing Files out of Salesforce storage.
  • Document generation. Building templates that pull live Salesforce data, and delivering the output to your storage of choice.
  • Document AI. Extracting, classifying and validating document data, then updating Salesforce fields automatically.
  • Security and compliance. Where your files actually live, what CloudFiles stores, and how the integration is audited.

Meeting us at an event?

Book a slot in advance and tell us which event you are attending. We will have the right person on the stand when you arrive.