Deep Salesforce Integration
CloudFiles delivers robust, bidirectional integration with Salesforce to help you control storage costs, streamline document workflows, and maintain full visibility across all your files.
Features built for Salesforce workflows
Offload Salesforce Files to External Storage
Salesforce Notes & Attachments can quickly consume storage and create operational overhead. CloudFiles moves these files to external storage automatically while maintaining seamless access in Salesforce.
- Offload files as they are added, reducing storage costs while preserving seamless access.
- Auto-create structured folders by record type, object, or custom rules in external storage.
- Files remain associated with the correct records, so users can preview, edit, or manage them directly in Salesforce.
Move External Files into Salesforce
Bring essential documents from your external storage platforms directly into Salesforce Files or Notes & Attachments. Maintain complete visibility and ensure key files are stored natively when needed.
- Set up Salesforce Flows to automate imports from SharePoint, Google Drive, OneDrive, Dropbox, Box, or AWS S3.
- Imported files are automatically linked to the correct Salesforce records, appearing in related lists for easy access.
- For example - Archive final contracts or regulatory documents within Salesforce.
Field Service Integrations
Empower field teams to attach and organize documents seamlessly within Salesforce Field Service. CloudFiles lets you add custom file actions right to your Field Service record pages.
- Create custom Lightning actions to attach files and folders to records
- Enable technicians to add documents from any device through the Field Service app
- Configure widget behavior with custom widget configuration IDs
Experience Cloud Integration
Share and manage documents seamlessly with your Experience Cloud (Community) users. Deliver secure, bidirectional file access across Salesforce and your storage platforms.
- Embed CloudFiles widgets into Experience Cloud pages to display connected folders
- Let community users upload, preview, and download files linked to Salesforce records
- Control access granularly, deciding what external users can see or edit
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
Quick Templates Selection
Govt. contractors generate accurate quotes from hundreds of formats to get paid quickly
Split Large Forms
Law firms split identity documents which are often sent in a cumbersome, combined format by the client
Daily Reporting
Technology companies create custom records for specific sales uploads for reporting purposes
Meal Planning
Food companies generate meal plans and send them as email attachments for their audience
Digitize Medical Records
Hospitals digitize medical prescriptions by auto-reading them into checklist fields
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.
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!
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
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.
CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!
CloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration.
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.
CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses.
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!
Stay compliant & secure.
CloudFiles is independently audited & certified against leading standards. Data residency is supported in the US, EU, UK, and AU. Files remain in your external storage and are not copied into CloudFiles or used to train our AI models.
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