Automate File Management in Salesforce
Managing files manually in Salesforce can be time-consuming, inconsistent, and prone to errors. CloudFiles enables end-to-end automation of file handling, reducing manual effort and ensuring files are created, transferred, and updated seamlessly—without user intervention.
Trusted by Leading Teams Worldwide
Powerful File Automations
Automate, react, and customize document workflows in Salesforce with Flows, Events, and Custom Actions.
Flow Actions
Run powerful file operations inside Salesforce Flows with CloudFiles actions. Automate processes like moving, copying, and managing documents across your connected storage.
- Automate file and folder operations: copy, move, delete, and attach to records
- Create SharePoint sites, Teams, and structured folder hierarchies dynamically
- Retrieve metadata, permissions, and storage details for downstream processes
Events
Leverage CloudFiles Platform Events to build reactive automation. Trigger Flows when file-related events occur, ensuring real-time updates and process continuity.
- Subscribe to events for uploads, deletions, and metadata changes
- Configure record-triggered or Platform Event–triggered Flows for event handling
- Access detailed event payloads to inform business logic and validations
Custom Actions
Define tailored file operations using Salesforce Flows and embed them into the CloudFiles widget. Enable users to trigger background processes or guided workflows—like one-click archiving, bulk deletion, or sending emails.
- Resource Actions – Custom actions for individual files or folders
- List Actions – Bulk actions for multiple selected items
- Supports Autolaunched & Screen Flows – Run in the background or guide users with input screens
Used across industries
Financial Services
Construction & Real Estate
Manufacturing
CloudFiles Use-Cases
See how CloudFiles helps streamline workflows in Salesforce
Organize KYC Docs
Wealth managers upload, organize & verify KYC docs right from Asset records in half the time
Daily Reporting
Technology companies create custom records for specific sales uploads for reporting purposes
Quick Templates Selection
Govt. contractors generate accurate quotes from hundreds of formats to get paid quickly
Incident Reporting
HR teams generate custom incident documents using a variety of screen flow inputs
Meal Planning
Food companies generate meal plans and send them as email attachments for their audience
Split Large Forms
Law firms split identity documents which are often sent in a cumbersome, combined format by the client
Stay compliant & secure.
CloudFiles is a game-changer.
But don’t just take it from us.
4.9/5
4.8/5
4.5/5
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 Financial Corporation
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
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Book Your Personalized Demo NOW ! Join 500+ teams using CloudFiles to streamline workflows, cutting document chaos by 75% while saving hours every week.
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