File and Folder Management Inside Salesforce
CloudFiles offers a powerful file and folder management experience inside Salesforce through a seamless widget interface. From simple file operations to advanced automation using Salesforce Flows, every feature is built to help teams handle documents faster, smarter, and at scale.
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by companies across industries — from finance, real estate to healthcare.
Challenges of Managing Files & Folders in Salesforce
Managing files and folders within Salesforce can be cumbersome, creating operational roadblocks
Fragmented File Operations
Basic file operations like uploading, moving, renaming, or deleting may require switching between Salesforce and external storage platforms, causing workflow disruptions.
Manual Folder Organization
Salesforce lacks native support for automated folder creation and linking to records, leading to inconsistent folder structures and time-consuming manual sorting.
Data Inconsistency & Version Control Issues
Without real-time synchronization, file updates aren’t reflected instantly, causing version mismatches, outdated data, and errors across records.
Complex Permission & Security Management
Managing file permissions separately across different platforms increases compliance risks and makes it difficult to control document access within Salesforce.
Limited Bulk Operations & Metadata Visibility:
Limited support for bulk file operations and restricted access to critical metadata (such as file IDs, owner information, and last modified dates) hinder automation capabilities, making large-scale document management inefficient and time-consuming.
Document Management for Salesforce
Organize, collaborate, and maintain control over your documents—all from one central platform.
Smart File & Folder Management Features
CloudFiles gives you everything you need to handle files & folders inside Salesforce using a powerful built-in automation.
CloudFiles Widgets
CloudFiles widgets are modular components that embed document management features—like viewing, uploading, organizing, and sharing—within Salesforce record pages, flows, and portals.
- Content Library Widget – Centralized document repository with version control
- Internal Record Widget – File management directly within Salesforce record pages
- Experience Cloud Widget – Enables secure file exchange with external users
- Uploader Widget (for Flows) – Upload files to external storage via screen flows
File Operations
Do more with every file — right from the dropdown menu. Perform essential file actions like Rename, Share, or download, along with custom Salesforce-powered workflows.
- Default Actions – Rename, Move, Share (link/email), Download, Preview, Delete
- File Dropdown Menu – All actions appear in a convenient dropdown beside each file
- External Storage Support – Works across SharePoint, Google Drive, AWS & more
Folder Operations
Create and manage folders directly within Salesforce for structured document organization. CloudFiles lets users build and maintain folder hierarchies inside the widget, ensuring easy access and a clean document structure across records.
- Create, Rename, Move, and Delete Folders
- Support for Nested Folder Structures
- Real-Time Sync with External Storage Platforms
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
Technology & IT
Manufacturing
CloudFiles Use-Cases
See how CloudFiles helps streamline workflows in Salesforce
Daily Reporting
Technology companies create custom records for specific sales uploads for reporting purposes
Auto KYC Entry
Transportation companies classify KYC docs automatically & pull relevant info into fields
Meal Planning
Food companies generate meal plans and send them as email attachments for their audience
Incident Reporting
HR teams generate custom incident documents using a variety of screen flow inputs
Digitize Medical Records
Hospitals digitize medical prescriptions by auto-reading them into checklist fields
Quick Templates Selection
Govt. contractors generate accurate quotes from hundreds of formats to get paid quickly
CloudFiles is a game-changer.
But don’t just take it from us.
4.9/5
4.8/5
4.5/5
"CloudFiles has 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' 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 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 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 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' 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 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
"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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