# Features - Doc Man - Deep Salesforce Integration > CloudFiles automates the movement, organization & integration of Salesforce files, ensuring efficient storage use, seamless access, and more ## 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. [Get on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000Gh9uFUAR) · [Talk to a Document Expert](https://meet.cloudfiles.io/salesforce?utm_content=sf-features-deep-salesforce-integration-hero) *Loved and trusted* 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 ## Features built for Salesforce workflows ### Offload Salesforce Files to External Storage 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. [Learn More](https://help.cloudfiles.io/salesforce/automatically-moving-files-from-salesforce-storage-to-external-storage) ### Move External Files into 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. [Learn More](https://help.cloudfiles.io/salesforce/content-version-created) ### Field Service Integrations 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 [Learn More](https://help.cloudfiles.io/salesforce/field-service-lightning-support) ### Experience Cloud Integration 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 [Learn More](https://help.cloudfiles.io/salesforce/quick-start-to-share-files-in-experience-cloud-community) ## 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 [Explore All Use-Cases](https://www.cloudfiles.io/salesforce/use-cases) ## 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** > "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 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** > "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** > "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' 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.** > "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** ## 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) ## Book Your Personalized Demo You are one Click Away from Smarter Docs. 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-deep-salesforce-integration-footer)