Seamless Storage Integrations for Salesforce
Effortlessly connect, manage, and share files from SharePoint, Google Drive, Dropbox, and more—right inside Salesforce.
Keep Your Documents Right Where Your Team Works
Your documents may reside in an external storage but reps would want everything in Salesforce. CloudFiles integrates with all major storages like SharePoint, AWS S3, and Google Drive, giving your team the flexibility to manage, share, and automate documents directly from Salesforce.
Meet CloudFiles Storage integrations
Content Library
- Central dashboard to explore all connected external storages.
- Perform file operations such as upload, download, move, rename, delete, and share—without leaving Salesforce.
Real-Time Synchronization
- Continuous sync for files and folders, ensuring Salesforce always reflects the latest document versions.
- Instant metadata updates, including file properties like size, owner, last modified date, and custom tags.
Metadata Management
- Retrieve detailed metadata (file/folder ID, drive ID, etc.) for Salesforce flow actions and Apex automations.
- Automate repetitive tasks with one-click metadata copying for faster, error-free workflows.
Permission Controls
- Manage file permissions and sharing settings directly within Salesforce.
- Set access levels based on roles, objects, and custom criteria to ensure data security.
Automation Integration
- Trigger Salesforce flows based on file events (e.g., upload, modification, deletion).
- Leverage Apex triggers to build custom automations around document workflows.
Explore storage-specific features
SharePoint
Best for enterprise file control within the Microsoft ecosystem.
Google Drive
Easy, collaborative file access for Google Workspace users.
AWS S3
High-volume, secure, and scalable storage for enterprises.
Azure Blob
Secure cloud storage with flexible, enterprise-ready architecture.
OneDrive
Personal and business file access with native Salesforce control.
Dropbox
Simple, team-friendly file storage with smooth Salesforce access.
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
Share with customers
Insurance agents share risk management collateral with experience users to engage them
Daily reporting
Technology companies create custom records for specific sales uploads for reporting purposes
Incident reporting
HR teams generate custom incident documents using a variety of screen flow inputs
Quick templates selection
Govt. contractors generate accurate quotes from hundreds of formats to get paid quickly
Meal planning
Food companies generate meal plans and send them as email attachments for their audience
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 incredibly robust and handles our document processes flawlessly. The highly responsive team are true problem solvers. Worth every dollar. Absolutely recommend for Salesforce.
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!
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!
CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses.
CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. 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' 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 seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration.
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.
Hidden Bottlenecks of Managing Files in Salesforce
Managing files across multiple external storage platforms creates complexity, slowing productivity and increasing operational overhead
Files stored across SharePoint, Google Drive, AWS S3, Azure, Dropbox, OneDrive etc are disconnected from your Salesforce records, making it cumbersome to find, view, or update critical documents when needed.
Constantly switching between apps to perform essential file and folder operations—such as uploading, downloading, moving, renaming, sharing, and deleting files—disrupts your workflow, drains time, and reduces efficiency.
Without real-time synchronization, file versions and metadata become inconsistent, leading to errors, data mismatches, and missed opportunities.
Inconsistent permission controls, lack of centralized access, and fragmented version tracking pose risks to data security and regulatory compliance.
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.