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.

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.

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

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