Salesforce-Driven Solutions Built to Fit Every Industry
From closing real estate deals 2x faster to cutting healthcare admin work by 50% and streamlining banking workflows like never before — our Salesforce-powered solutions transform industries with smarter, faster, and more secure document workflows.
Trusted by Leaders, Loved by Teams
From real estate closings to healthcare workflows, CloudFiles transforms document processes for industries that demand precision and results.
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Why CloudFiles for Your Industry?
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#1 in Document Management
Trusted by 1,200+ Salesforce teams managing millions of documents everyday.
Generate Docs 50% Faster
Save 50% time on quote and proposal generation with customisable, on-brand templates
Make Your Docs Useful with AI
Reduce manual data entry by 80% & process your docs 4X faster using AI
Security That Meets Industry Standards
From HIPAA in healthcare to financial data security, CloudFiles ensures compliance across every industry.
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4.9 Stars on AppExchange
Used by sales, service & marketing professionals from all over the world. Happy customers, always!
24/7 Support. Easy Onboarding
Our support is instant when needed & calming when things look dire. Read our reviews, ‘nuff said.
Industries We Serve
Tailored document solutions for your industry’s unique needs
Tailored Solutions for Top Industries
Financial Services
Healthcare & Life Sciences
Technology & IT
Stay Industry Compliant
Document Types we support
Intake forms, pay stubs, claims, summaries — if it’s a document, CloudFiles can automate it. Extract data, validate, share, and connect to Salesforce or HubSpot with ease.
Guides, Case Studies & More
From real-world case studies to actionable guides — dive deeper into how leading firms streamline document workflows inside Salesforce.
Case Study - BDA Partners
Discover how BDA Partners streamlined document management, enhanced compliance, and improved operational efficiency with CloudFiles' tailored financial solutions
Case Study - Fresh Consulting
Discover how Fresh Consulting Improved Sales-to-Service Handover Efficiency by 35% using CloudFiles with Salesforce
Case Study - Diversified Fall Protection
Discover how Diversified Fall Protection enhanced document approval efficiency by 50% by using CloudFiles with Salesforce
Loved by Teams. Backed by Results.
Don’t just take our word for it—take theirs...
4.9/5
4.8/5
4.5/5
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
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 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' 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
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
One Click Away from Smarter Docs
Book Your Personalized Demo NOW. Trusted by leaders across industries, CloudFiles streamlines workflows, automates document management, and saves hours weekly while ensuring compliance
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