# Salesforce-Driven Solutions Built to Fit Every Industry

> CloudFiles empowers industries with smarter, faster, secure workflows - real estate closes 2x faster, healthcare cuts admin by 50%, banking simplified

## 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.

[Talk to a Document Expert](https://meet.cloudfiles.io/salesforce?utm_content=sf-industries-hero)

*Trusted by leaders, loved by teams*
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

*Purpose-built solutions to generate, manage,share and proces*

## Why CloudFiles for Your Industry?

- **#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.
- **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.

**Industry expertise, *built* in:** Financial Services, Healthcare, High Tech, Media, Real Estate, Public Sector, Professional Services, Nonprofit, Manufacturing, Education, Automotive, Consumer Goods, Energy, Retail, Communications, Travel & Hospitality

## Stay industry compliant

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)

## 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.

[Explore all Document Types](https://www.cloudfiles.io/salesforce/document-types)

## Guides, case studies & more

- **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...

> "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

[Book a Demo](https://meet.cloudfiles.io/salesforce?utm_content=sf-industries-footer)
