# CloudFiles for Automotive | Document Automation for Salesforce

> Document automation for automotive teams in Salesforce: a folder for every dealer, vehicle and deal, documents collected by link, checked by AI and sent to sign.

*Automotive document automation in Salesforce*

## CloudFiles for *automotive*

Dealer agreements, vehicle photos and buyer IDs still travel by email and text. CloudFiles keeps every automotive document on its Salesforce record, collected, checked and ready to sign.

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

*Trusted by Salesforce teams across industries*
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

*Automotive documents, before and after*

## From scattered files to records that *move*

Automotive teams run dealers, vehicles and deals in Salesforce, yet the documents behind them sit in inboxes, phones and shared drives. CloudFiles puts every document on the record it belongs to.

### The manual way

- In OEMs, dealer agreements, licenses and warranty files arrive by email and stay in inboxes, so nobody can find a dealer's documents from its Salesforce account.
- In OEMs, staff build each dealer agreement by copying Salesforce data into Word, so agreements are slow to go out and signatures are chased one party at a time.
- In dealer groups, sales consultants collect a buyer's license and insurance card by text, so customer IDs sit on personal phones and delivery waits on the last document.
- In dealer groups, vehicle photos and inspection sheets sit on a shared drive, so nobody can open them from the vehicle record when a buyer calls.

### The CloudFiles way

- Every dealer document is on the dealer account, because each account gets its own folder automatically and every file opens from Salesforce.
- Dealer agreements are ready to sign without retyping, because each one is generated from the dealer account with your own Word template and sent for e-signature in order.
- Deliveries stop waiting on paperwork, because buyers upload their license and insurance card through one secure link with no login, and each file lands on the opportunity.
- Any store can answer a buyer's question, because each vehicle gets its own folder by stock number and its photos open from the vehicle record.

*Automotive sectors in Salesforce*

## Tailored for every *automotive* sector

Three sectors, each with its own page: manufacturers and their dealers, dealer groups selling cars, and the suppliers that make parts and components.

- **OEMs and vehicle manufacturers** — Dealer agreements, onboarding documents and warranty files shared between a manufacturer and its dealers. [Learn more](/salesforce/industries/automotive/oems-and-vehicle-manufacturers)
- **Dealer groups and vehicle retail** — Vehicle photos, buyer IDs, trade-in papers and signed quotes kept on the vehicle, lead and opportunity records at every store. [Learn more](/salesforce/industries/automotive/dealer-groups-and-vehicle-retail)
- **Automotive suppliers and components** — RFQ packages, quotes, purchase orders and sales agreements kept on the opportunities and sales agreements of supplier teams. [Learn more](/salesforce/industries/automotive/suppliers-and-components)

*Why automotive teams choose CloudFiles*

## Automotive paperwork handled where teams *already* work

- **Work stays on the record** — Sales, service and dealer teams open, send and file documents from the Salesforce record already on their screen.
- **No Salesforce login to send documents** — Buyers, customers and prospective dealers upload through a secure link with no login. Existing dealers can also upload through the dealer portal.
- **Built by your own admin** — Every step, from a vehicle's folder to a buyer's upload link, is set up in Salesforce Flow by your admin. Changing a step later needs no developer.
- **The same folders at every location** — Each dealer, store and vehicle gets the same folder structure automatically, so a file sits in the same place at every location.
- **People approve before records change** — Admins choose which document checks wait for a person. Values from those documents reach the Salesforce record only after a staff member approves them.
- **One package from intake to agreement** — Filing, collecting, checking and generating documents come from one AppExchange package, so IT approves one package and one support team answers every question.

*How CloudFiles works in Salesforce*

## Automotive documents filed, checked and signed in *Salesforce*

Document Management & Sharing files and collects each document, Document AI checks it and moves the record on, and Document Generation produces the agreements and quotes that go out for signature.

- **Document Management & Sharing** — Every record on any standard or custom object can get its folders automatically, in SharePoint, Google Drive, Azure Blob, Amazon S3 and other storage that you already run. Dealers and buyers upload through secure links, or through the dealer portal with the Experience Cloud add-on, and SharePoint and Google Drive permissions are respected.
- **Document AI** — Splits scanned dealer and trade-in packets into separate documents, classifies each one and files it in the right subfolder for staff to check. Checks uploads for the right document type, compares them with a required list, and holds the results you choose for a person to approve.
- **Document Generation** — Builds dealer agreements, program letters, quotes and inspection reports from Salesforce data using your own Word, Excel, PowerPoint or PDF templates, one at a time or for every dealer in one run. Agreements go out for e-signature in signing order.

*Salesforce Automotive Cloud*

## Works alongside Salesforce *Automotive Cloud*

Automotive Cloud models dealers, vehicles, warranty claims and the dealer portal in Salesforce. CloudFiles installs from AppExchange as a managed package. It creates folders, collects files and generates documents on any Salesforce object through Salesforce Flow, so the objects your team built stay as they are.

## Talk to a document expert about *your sector*

Pick one document your team chases every week, and we will run it in Salesforce.

[Talk to a document expert](https://meet.cloudfiles.io/salesforce?utm_content=sf-industries-automotive-banner-2)

*Security & compliance*

## 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 they are not used to train our AI models.

Certifications: SOC 2 (Type II), HIPAA (Compliant), ISO 27001 (Certified), GDPR (Compliant)

[Security overview](/security)

## Frequently asked questions

**Q: What does CloudFiles add to Salesforce Automotive Cloud?**
CloudFiles adds automatic folders, secure upload links, document checks and agreement generation to the records that automotive teams run in Salesforce. Sales, service and dealer teams collect, check and send every document from the record, and admins build each step in Salesforce Flow.

**Q: Which automotive sectors does CloudFiles support in Salesforce?**
Three sectors. Vehicle manufacturers (OEMs) that work with a dealer network, dealer groups that sell and service cars, and the suppliers that make parts and components. Each has its own page covering the Salesforce records that its teams use and the documents that CloudFiles handles on them.

**Q: How do I connect Salesforce to SharePoint?**
Install CloudFiles from AppExchange and connect your SharePoint site. Each Salesforce record then gets its own SharePoint folder, created automatically, and every file opens from the record. Google Drive, Azure Blob, Amazon S3 and other storage connect the same way. On SharePoint and Google Drive, people who sign in with their own account see only the folders that they can already open.

**Q: Can dealers upload documents through an Experience Cloud dealer portal?**
Yes. With the CloudFiles Experience Cloud add-on, a document widget sits on the dealer portal, so dealer staff upload files straight into the right folder on the Salesforce record. Each dealer sees only the folders shared with it, and access can be removed when a dealer leaves the network.

**Q: Can CloudFiles create a folder for every vehicle record in Salesforce?**
Yes. A folder with the same subfolders is created for every vehicle record as it is saved, named the way your team chooses, such as by stock number. Photos, inspection sheets and purchase documents sit in that folder and open from the vehicle record at any store.

**Q: Can CloudFiles split a scanned PDF into separate documents in Salesforce?**
Yes. A packet that arrives as one scanned PDF, such as a trade-in title with its payoff letter, is split into separate documents for staff to check. Each one is named for what it is and filed in its own subfolder, and staff see which required documents are still missing.

**Q: Can automotive teams generate dealer agreements and vehicle quotes from Salesforce?**
Yes. Dealer agreements are generated from the dealer account and vehicle quotes from the opportunity, using your own Word or PDF templates filled with Salesforce data. Each one goes out for e-signature in signing order, and a flow marks the record signed when signing completes.

**Q: Can dealers and car buyers send documents without a Salesforce login?**
Yes. CloudFiles sends dealers and buyers a secure upload link that asks only for the documents still missing. They upload from any phone or computer without signing in, and each file is saved to the right folder on the Salesforce record.

**Q: Do automotive teams need a developer to set up CloudFiles in Salesforce?**
No. CloudFiles installs from AppExchange and every step is configured in Salesforce Flow by your own admin, from creating a claim's folder to sending a quote for signature. Each step can be tested in a sandbox first. Existing objects stay as they are, and any new field is added by your admin.

## See an automotive document reach its *record*

Bring one dealer agreement, vehicle file or buyer's license with names removed, and we will show where it lands in Salesforce.

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