# Features - Doc Man - Storage integrations > Effortlessly connect, manage, and share files from SharePoint, Google Drive, Dropbox, and more—right inside Salesforce using CloudFiles ## Seamless Storage Integrations for Salesforce Effortlessly connect, manage, and share files from SharePoint, Google Drive, Dropbox, and more—right inside Salesforce. [Read Technical Guide](https://help.cloudfiles.io/salesforce/external-storage-library-configuration) · [Talk to a Document Expert](https://meet.cloudfiles.io/salesforce?utm_content=sf-features-storage-integrations-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 ## 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 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. [Learn More](https://www.cloudfiles.io/salesforce/features/storage-integrations/content-library) ### Real-Time Synchronization 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. [Learn More](https://help.cloudfiles.io/salesforce/external-storage-library-configuration) ### Metadata Management 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. [Learn More](https://help.cloudfiles.io/salesforce/content-library) ### Permission Controls 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. [Learn More](https://www.cloudfiles.io/salesforce/features/storage-integration/permission-control) ### Automation Integration Automation Integration - Trigger Salesforce flows based on file events (e.g., upload, modification, deletion). - Leverage Apex triggers to build custom automations around document workflows. [Learn More](https://www.cloudfiles.io/salesforce/features/automated-management) ## 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 [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 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** > "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** > "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 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** > "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 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** ## 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) ## Hidden Bottlenecks of Managing Files in Salesforce **Q: Fragmented File Access** 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. **Q: Workflow Disruptions** 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. **Q: Outdated Information** Without real-time synchronization, file versions and metadata become inconsistent, leading to errors, data mismatches, and missed opportunities. **Q: Compliance Challenges** 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. [Book a Demo](https://meet.cloudfiles.io/salesforce?utm_content=sf-features-storage-integrations-footer)