CloudFiles for commercial and equipment finance
Commercial and equipment finance teams track every lease in Salesforce, while the papers each one needs to fund sit in inboxes. CloudFiles files them by asset, collects dealer invoices and builds master leases, so leases fund sooner.
From a dealer quote to a funded lease
Lessors run every lessee, lease opportunity and financed asset in Salesforce, while quotes, statements and titles arrive by email from dealers, lessees and states. CloudFiles organizes, collects, checks and produces each one on the lease.
The manual way
- Lease administrators keep each lessee's credit applications, quotes and signed schedules as loose Salesforce files on the account and every lease opportunity. With several leases and assets per lessee, finding one machine's invoice holds up funding.
- Vendor program teams chase equipment dealers by email for quotes, invoices and delivery receipts, then attach each reply to the right lease opportunity by hand. Funding waits on the last invoice, and the dealer waits to be paid while the files are sorted.
- Credit analysts spread each lessee's tax returns, balance sheets and bank statements by hand, keying revenue, cash flow and debt into a spreadsheet beside the opportunity. Applications queue in underwriting while faster lessors win the deal.
- Funding teams match each returned equipment title, UCC filing and insurance certificate to its asset by reading serial numbers and VINs against the opportunity. One digit read wrong ties a lien or policy to the wrong machine, found only after funding.
- Documentation teams build each master lease, a schedule for every asset and the acceptance certificate by copying terms and serial numbers into Microsoft Word from the opportunity. One mistyped serial number sends a schedule back for signing again.
The CloudFiles way
- CloudFiles gives every lessee one structured folder, holding a folder per lease and per financed asset. Folders appear in the lessor's storage the moment each account, lease opportunity and asset record is saved, so every file lands beside its machine.
- CloudFiles gives every dealer one secure place to send each lease's paperwork. Each lease opportunity carries an upload space naming the quote, invoice and delivery receipt due. Dealers need no Salesforce login, and each file arrives in that lease's folder.
- CloudFiles answers a credit analyst's questions across a lessee's whole financial file at once. Returns, statements and bank records on the opportunity form one dataset, which is asked for revenue, cash flow and debt, and the answers return to the record.
- CloudFiles matches every returned title, UCC filing and certificate of insurance with the asset it covers. Each stack is split and classified, and every serial number or VIN is compared with the lease's asset records. Any mismatch is held for review.
- CloudFiles produces the master lease, every equipment schedule and the acceptance certificate in one run from the lease opportunity. Each schedule takes its figures from its own asset record, and the whole set reaches signers in one e-signature envelope.
Every lease document, handled from first quote to funding
Equipment lessors run each of these six jobs as a Salesforce Flow on their lessee accounts, lease opportunities and asset records, and CloudFiles carries every document step.
Lessee and lease folder automation
CloudFiles nests a folder for each lease opportunity and each financed asset inside its lessee's account folder in Salesforce, so lease administrators open any quote, invoice or title from the record it belongs to.
- A record-triggered flow on each new lease opportunity calls the create folder flow action, which lays out credit, vendor and funding sub-folders
- Every asset added to a lease gets its own folder inside the opportunity's, so a lease administrator sees one machine's title and invoice together
- A lessee's second lease joins the account folder that already exists, located by the get connected folder flow action rather than built again
SharePoint integration for lease documents
CloudFiles links Salesforce to the lessor's SharePoint, or any other connected storage, so lease documents keep the permissions set there while sales, credit and funding teams open them from the opportunity.
- The copy Salesforce files flow action places each file attached to a lease opportunity in that lease's SharePoint folder for the funding team
- Serial numbers, VINs and lease numbers become SharePoint tags through the set resource property flow action, so any machine's papers turn up by tag
- Sales, credit and funding teams preview every file from the Salesforce record, while each folder keeps the access rules the lessor set in SharePoint
Vendor and dealer document collection
CloudFiles collects quotes, invoices and delivery receipts from equipment dealers through an upload space or the lessor's Experience Cloud vendor portal, and saves every upload to the lease opportunity in Salesforce.
- Once a lease opportunity is approved, the create file request flow action lists each document the dealer owes in that lease's upload space
- Dealers who sign in to the lessor's Experience Cloud vendor portal see their own deals' folders in the CloudFiles widget and upload there
- Each invoice sent through a request lands in the lease's folder, and the upload space can verify the dealer's email before it accepts files
Financial spreading for lease credit decisions
CloudFiles spreads the tax returns, financial statements and bank statements a business lessee submits by grouping them into one dataset and querying the set, so credit analysts decide from figures on the opportunity.
- The create dataset flow action groups the returns, statements and bank records uploaded to a lease opportunity, so all of them are asked as one set
- Revenue, cash flow, existing debt payments and average balance come back together from the query document/dataset (batch) flow action
- Credit analysts approve each year's figures next to the page they came from, and only then are the figures written to the opportunity
UCC filing and equipment title matching
CloudFiles matches each returned UCC filing, equipment title and insurance certificate to its asset in Salesforce by serial number or VIN, files it in the asset's folder and passes any mismatch to funding for review.
- The split document using AI flow action turns a returned stack of titles, filings and certificates into one named document each
- Each document is classified by a CloudFiles Document AI workflow, which matches its serial number or VIN exactly against the opportunity's assets
- Insurance certificates naming the wrong lessee or machine wait on the run record for a funding specialist, while clean matches update the asset
Master lease agreement and schedule generation
CloudFiles generates the master lease agreement, a schedule for each financed asset and the delivery and acceptance certificate from the lease opportunity in Salesforce, then sends the full set for e-signature.
- Lease type on the opportunity decides which master lease and schedule templates the get doc-gen templates flow action returns
- One run of the generate document (batch) flow action builds a schedule per asset record and places every document in a single signing envelope
- Before any signer sees the set, a reviewer approves it on its packet record, and the signed PDFs are filed back on the lease opportunity
Key documents we handle for commercial and equipment finance
Every lease carries these six, and CloudFiles handles the rest of the paperwork a lessor keeps on lessees, vendors and financed assets in Salesforce.
Certificates of insurance
Proof that each financed machine is insured with the lessor named on the policy, stored in the asset's folder and checked before the lease funds.
Equipment quotes and vendor invoices
The dealer's price and identifiers for each machine being financed, kept with the lease opportunity until the dealer is paid.
Business tax returns and financial statements
Evidence of a lessee's revenue, cash flow and debt, gathered together before credit decides and saved with the lease it supports.
UCC filings and equipment titles
Records of the lessor's interest in each financed machine, kept in that asset's folder so every lien and title sits beside its equipment.
Master leases and equipment schedules
The agreement a lessee signs once and the schedule added for each asset, built from opportunity and asset data, then filed on the lease once signed.
Delivery and acceptance certificates
The lessee's confirmation that equipment arrived in working order, produced per schedule from the asset record and signed before funding.
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.
Frequently asked questions
CloudFiles organizes equipment lease documents in Salesforce by lessee, lease and asset, creating each folder in the lessor's own storage when the account, opportunity or asset record is saved. At lead conversion the lead's folder moves inside the new lessee's folder, and the record page shows each folder. Admins set up the nesting once with the create folder flow action.
Yes. CloudFiles keeps lease documents from Salesforce in SharePoint, Google Drive, Azure Blob, Amazon S3 and more, and shows each lease's folder on its opportunity. A file attached to an opportunity in Salesforce is copied across to the lease's folder, giving every title, invoice and schedule one home that keeps the access rules set in storage.
CloudFiles brings dealer invoices and delivery receipts straight into the Salesforce lease opportunity, with no login for the dealer. Each opportunity's upload space lists what the dealer still owes, and each upload is filed in the lease's folder. With email verification on, the record shows which dealer contact sent each file. The create file request flow action builds each request.
CloudFiles gives a funder the lease package from the Salesforce opportunity as a secure, tracked link instead of an attachment. That link can be limited to the funder's email domain, ask for email verification and block downloads, and the opportunity logs each view and download per viewer. The lessor can disable the link once the funder decides.
Yes. CloudFiles places a lessee's business tax returns, profit and loss statements and bank statements in a single Salesforce dataset and answers credit questions across the full file, such as revenue trend, cash flow and existing debt payments. That dataset can also pull the lessee's current exposure from Salesforce on a refresh schedule, so analysts weigh new and existing debt side by side.
Yes. A CloudFiles Document AI workflow carries lease funding documents through Salesforce end to end. It classifies each title, UCC filing or insurance certificate, finds the asset record it belongs to, decides whether that asset is cleared for funding and updates it. The lessor chooses which writes stop for a reviewer, and each run is logged on its own run record.
Yes. CloudFiles groups a portfolio's signed master leases and equipment schedules as one Salesforce dataset and asks across every document which leases are nearest the end of term, which carry a fair market value purchase option and which renew automatically. Portfolio managers plan renewals and equipment returns from that answer instead of rereading every schedule.
Yes. CloudFiles generates a master lease agreement and an equipment schedule for every asset from the lease opportunity in Salesforce. Each schedule's template pulls make, model, serial number and payment terms from the related asset records, and the finished set can be locked as a PDF before it goes out for e-signature. The generate document (batch) flow action produces the set in one call.
CloudFiles generates end-of-lease notices from Salesforce for every lessee whose lease is nearing maturity, in one scheduled run that uses each contract's end date, purchase option and return instructions. Each notice lands in its lease's folder and goes to the lessee by tracked link, so the portfolio team sees who has opened theirs.
Yes. CloudFiles fits equipment finance orgs on standard Salesforce objects such as the account, opportunity, quote, contract and asset, on objects from Financial Services Cloud such as the party financial asset and application form, and on custom lease objects. Setup is a managed package installed from AppExchange, and its steps drop into the flows the lessor already runs.
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Watch CloudFiles handle a lease from your own Salesforce org, from the lessee's folder and the dealer's invoice to a signed equipment schedule.