# Features - Doc Man - Automated Management > CloudFiles enables end-to-end automation of file handling, reducing manual effort & ensuring files are created, transferred & updated in Salesforce ## 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. [Get on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000Gh9uFUAR) · [Talk to a Document Expert](https://meet.cloudfiles.io/salesforce?utm_content=sf-features-automated-management-hero) *Trusted by leading teams worldwide* Logos: General Mills, Dun & Bradstreet, Wingstop, PenFed, Aviva, Ohio University, CA Conservation Corps, NC State Auditor, Arthrex, Commvault, Computacenter, Aggreko, ITW, Lummus, Northumbrian Water, Hamptons, Anteriad, BrightNight ## Powerful file automations ### Flow 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 [Learn More](https://help.cloudfiles.io/salesforce/doc-management-flow-actions) ### Events 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 [Learn More](https://help.cloudfiles.io/salesforce/events) ### Custom Actions 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 [Learn More](https://www.cloudfiles.io/salesforce/features/custom-actions) ## 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 [Explore All Use-Cases](https://www.cloudfiles.io/salesforce/use-cases) ## 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) ## CloudFiles is a game-changer. But don’t just take it from us. > "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** ## One Click Away from Smarter Docs Book Your Personalized Demo NOW ! Join 500+ teams using CloudFiles to streamline workflows, cutting document chaos by 75% while saving hours every week. [Book a Demo](https://meet.cloudfiles.io/salesforce?utm_content=sf-features-automated-management-footer)