# CloudFiles for Education | Document Automation for Salesforce

> CloudFiles automates education documents in Salesforce with secure upload links, automatic student folders, transcript checks and letters for every school.

*Education document automation in Salesforce*

## CloudFiles for *education*

Admissions, enrollment and scholarship teams spend their weeks collecting forms and filing them onto Salesforce records. CloudFiles creates each upload link, files every document in its folder and fills the student record.

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

*Education paperwork, then and now*

## From emailed forms to *complete* student records

Every term, schools and colleges collect the same forms, transcripts and letters from students and parents. CloudFiles turns each collection into a link, a folder and a filled Salesforce record, so staff stop chasing and filing.

### The manual way

- In higher education, Salesforce keeps each transfer transcript on the student's record as one file. Its courses stay inside that file, so registration waits while the registrar reviews every course for credit.
- In K-12 schools, Education Cloud lists the papers each new student owes. Parents send the birth certificate and proof of address by email, and the front office attaches and ticks off every file.
- In continuing education, every learner needs a certificate per course, and whole cohorts finish at once. Salesforce records each achievement, yet learners keep chasing certificates built one by one.
- In scholarship programs, term transcripts sit on each student's case as files. Staff open every one and retype grades and units into Salesforce, and renewal payments wait for that work to finish.

### The CloudFiles way

- Transfer students register sooner. CloudFiles turns every course line on the uploaded transcript into its own linked record. The registrar reviews each course and decides which credits transfer.
- Parents get one secure CloudFiles upload link from the front office, with no login. Each file lands in its own subfolder in the student's folder, and a flow marks its document checklist item received.
- CloudFiles generates a cohort's certificates, one per completed course, in one background run. Each certificate is saved to its learner's folder, and a flow emails every learner a secure link to theirs.
- CloudFiles turns each transcript into values on the student's case, with grades, units and term formatted for their fields. Rules your program sets check those values and send any mismatch to staff.

*Education sectors in Salesforce*

## Tailored for every *education* sector

One page for each part of education, from university admissions to scholarship and student support programs.

- **Higher education** — Admissions and registrar teams collecting applications, recommendations and transcripts, from first inquiry to enrolled student. [Learn more](/salesforce/industries/education/higher-education)
- **K-12 districts and private schools** — Front offices enrolling new students, collecting signed consents and keeping every student's files in order from kindergarten on. [Learn more](/salesforce/industries/education/k-12-districts-and-private-schools)
- **Online and continuing education** — Programs that sell to employers and learners, with proposals, prior learning proof and certificates for every cohort. [Learn more](/salesforce/industries/education/online-and-continuing-education)
- **Education services and student support** — Scholarship and student support programs collecting IDs, income proof and term transcripts from every student. [Learn more](/salesforce/industries/education/education-services-and-student-support)

*Why schools and colleges choose CloudFiles*

## Built for the way *education* offices already work

- **Staff never leave Salesforce** — Admissions officers and front office staff send, open and file documents from the record already on their screen. There is no second app to learn.
- **Your own admin sets it up** — Each step, from a new folder to a reminder link, is built in Salesforce Flow by your admin. Changing a form next term needs no developer.
- **Review before it is saved** — Admins pick the forms and transcripts that wait for review. CloudFiles writes those values to the student's record only after a staff member approves them.
- **No sign-up for parents** — Parents, applicants and recommenders get a secure link by email and upload straight from it. Nobody creates an account or opens Salesforce.
- **One package for every step** — Collecting, checking and producing documents come from one AppExchange package. IT approves a single vendor, and a single support team handles every question.
- **Every office in one org** — Admissions, the registrar, advising and continuing education keep their own folders, links and templates side by side in one Salesforce org.

*How CloudFiles works in Salesforce*

## Education documents collected, checked and sent from *Salesforce*

Document Management & Sharing collects and files each document. Document AI checks it and fills the record. Document Generation produces the letters and contracts that go back out.

- **Document Management & Sharing** — Every applicant, student and case gets folders and subfolders automatically, moments after the record is saved. Parents and applicants upload through secure links without a login. Files stay in the cloud storage your institution already runs.
- **Document AI** — Splits a scanned packet into separate documents and classifies each one, so a flow files it in the right subfolder. Transcript and form answers fill Salesforce fields. The document types you choose wait for a staff member to approve them.
- **Document Generation** — Builds offer letters, enrollment contracts and certificates from Salesforce data, one at a time or for a whole class in one run. Templates are your own Word, Excel, PowerPoint or PDF files. Contracts go out for e-signature in signing order.

*Works with Education Cloud and EDA*

## Built to work alongside Salesforce *Education Cloud*

Education Cloud, now named Agentforce Education, tracks each learner from first inquiry to alumni. CloudFiles adds the document work on top of it. It comes from AppExchange, runs on Education Cloud, EDA and custom objects, and is set up in Salesforce Flow.

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

Pick one form your office chases every term, and we will show it working in Salesforce.

[Talk to a document expert](https://meet.cloudfiles.io/salesforce?utm_content=sf-industries-education-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 Education Cloud?**
CloudFiles adds automatic student folders, secure upload links, transcript checks and letter generation to Salesforce Education Cloud. Admissions and registrar staff collect, check and send every student document from the learner's record, and admins build each step in Salesforce Flow.

**Q: Can CloudFiles be used with Salesforce EDA?**
Yes. CloudFiles works on the contacts, applications and program enrollments that EDA adds to Salesforce, just as it does on Education Cloud records. Admins install it in a Salesforce sandbox first and then move it to production, and neither data model changes.

**Q: Can colleges and universities keep student files in SharePoint with CloudFiles?**
Yes. CloudFiles connects Salesforce to SharePoint, Google Drive, Azure Blob, Amazon S3 and other storage. Staff open every student file from its Salesforce record, while the files stay in your own storage. On SharePoint and Google Drive, each person sees only the folders their access allows.

**Q: Can CloudFiles fill Salesforce student records from uploaded transcripts?**
Yes. CloudFiles takes the GPA, courses and credits from each uploaded transcript and writes them to the student's Salesforce record. Each course becomes its own linked record under the student, ready for credit review. Admins choose which transcripts wait for a staff member to approve, so registrars check numbers instead of typing them.

**Q: Can CloudFiles generate admission letters and certificates in Salesforce?**
Yes. CloudFiles builds admit letters, enrollment contracts and certificates from Salesforce data and your own templates. Staff create one from a record, or a flow produces letters for an entire admitted class at once. Every letter is saved to the student's folder.

**Q: How can applicants upload documents to Salesforce without a login?**
CloudFiles creates a secure upload link for each document an application still needs. A Salesforce flow emails the link to the applicant or recommender, who uploads from it without an account. CloudFiles files each upload in the application's folder moments after it arrives.

**Q: Can CloudFiles show which application documents are still missing?**
Yes. CloudFiles creates an upload request for every document checklist item on an application in Education Cloud. When a file arrives, a flow marks the matching item received, so admissions staff see on each application which documents are still outstanding.

**Q: Can scholarship programs collect and check student documents with CloudFiles?**
Yes. Students upload transcripts, IDs and income proof through a secure CloudFiles link, and each file is filed on their case in Salesforce. CloudFiles extracts the term, units and college from each transcript into fields on the case. Rules your program sets in a flow check those values and send any mismatch to staff.

**Q: Can financial aid teams collect required documents in Salesforce with CloudFiles?**
Yes. CloudFiles creates one secure upload link for every required aid document, and a flow emails each link to the student. CloudFiles files every upload in the student's folder, and a flow marks that document received on the student's record. The aid file is then complete before review starts.

## Watch a student form reach its *record*

Bring one enrollment form or transcript with names removed. We will send it through a secure link and show where it lands in Salesforce.

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