Salesforce SharePoint Integration Ranked #1 on AppExchange
Your team switches between Salesforce and SharePoint dozens of times a day. CloudFiles ends that with real-time sync, AI document intelligence, branded sharing with analytics, and the only HIPAA, GDPR, SOC2 and ISO27001 certified integration on AppExchange.
Trusted by leading teams worldwide
900K+
Salesforce files synced to SharePoint every month
75%
Average reduction in Salesforce storage costs with CloudFiles
5★
Rating on Salesforce AppExchange (AgentExchange)
30 min
Average time from install to live Salesforce SharePoint sync
99%
Annual renewal rate - teams don't leave
0
Middleware, custom code or IT tickets needed for SharePoint
SharePoint Salesforce Integration
See CloudFiles Document Management in Action
What is CloudFiles Document Management?
Explainer VideoBridge Salesforce and SharePoint, manage files within Salesforce, and automate tasks with simple flow-based automations.
With CloudFiles, you can create folder hierarchies, generate documents, share files, and more – all with 24x7 support and complimentary sandboxes.
Mastering Salesforce SharePoint Integration
WebinarWatch the most attended session from Dreamforce and Agentforce World Tour. Vishesh Singhal, CEO of CloudFiles, breaks down why native Files Connect falls short and how CloudFiles delivers the enterprise-grade Salesforce SharePoint integration your org actually needs - real-time sync, automated folders, full compliance, live in 30 minutes.
Stop Switching. Your Files Live in Salesforce, Free.
Salesforce SharePoint integration connects your Salesforce to Microsoft SharePoint Online so every file is stored in SharePoint and accessible inside any Salesforce record. No tab switching, no lost documents, no extra storage costs. CloudFiles goes beyond native Files Connect with real-time 2-way sync, AI document extraction, and enterprise compliance that helps teams close deals 18% faster (Gartner, 2026).
Real-Time 2-Way Sync
Sync Files uploaded in Salesforce appear in SharePoint instantly and vice versa. No manual transfers, no stale copies, no delays.
Auto Folder Creation
CloudFiles creates SharePoint folders mirroring your Salesforce records - Accounts, Opportunities, Cases or any custom object.
Bulk File Migration
Move all existing Salesforce files to SharePoint in one operation. Users see no disruption and files stay accessible inside Salesforce after migration.
AI Document Intelligence
CloudFiles reads any SharePoint file - PDFs, scans, images - and auto-extracts structured data into Salesforce fields. No model training required.
Enterprise Compliance
HIPAA, SOC2 Type II, ISO27001 and GDPR certified. The only Salesforce SharePoint integration with this full compliance stack.
No Code Required
Point-and-click setup for admins. Developers get Apex methods, 50+ Flow actions and a REST API for advanced automation.
6 Problems CloudFiles Solves for Every Role
From Salesforce admins to C-suite, here is why 2,000+ teams made the switch.
Cut Salesforce Storage Costs
Salesforce charges $5 per GB per month. SharePoint costs a fraction of that. CloudFiles moves files automatically, cutting storage spend by up to 75%.
Stop Context Switching
Reps lose hours every week toggling between Salesforce and SharePoint. CloudFiles surfaces every file inside the Salesforce record where work already happens.
Gain Real Document Visibility
Send a proposal and know exactly when it was opened, which pages were read, for how long, and on which device. No guessing, ever.
Automate Document Workflows
Contracts, invoices and forms contain structured data. CloudFiles AI extracts it, populates Salesforce fields and triggers flows automatically.
Eliminate Manual Data Entry
CloudFiles reads any SharePoint file and pulls structured data directly into Salesforce fields. No re-typing, no errors, no wasted hours.
Go Live in 30 Minutes
Install from AppExchange, connect SharePoint via OAuth, configure your mappings and sync. No middleware, no IT ticket, no delays.
How to Integrate Salesforce with SharePoint in 4 Steps
No middleware. No custom code. Most teams go live in under 30 minutes.
1 - Install from AgentExchange
Search for CloudFiles Document Management in the Salesforce AppExchange and install into your org. Admin access required.
2 - Connect SharePoint
Authorise your Microsoft 365 SharePoint Online account via OAuth. Each user authenticates with their own credentials.
3 - Configure Mappings
Define which Salesforce objects map to which SharePoint folder paths. Set folder naming using Salesforce field values.
4 - Go Live
Files sync automatically. Run the bulk migration utility to move existing Salesforce files to SharePoint — zero disruption.
Everything You Need to Manage SharePoint Files Inside Salesforce
The only Salesforce SharePoint connector with file sharing intelligence, AI document processing, and developer-grade automation.
Access and manage SharePoint files natively inside Salesforce
Browse, upload, preview and organise SharePoint folders without leaving the Salesforce record. Works on any standard or custom object and Salesforce1 mobile.
- Native LWC component on any record page, layout or community
- Upload files of any size with instant 2-way sync to SharePoint Online
- Preview, rename, replace and edit files inside Salesforce
- Grid view with thumbnails for image-heavy folders
- SharePoint permissions respected via individual OAuth login
- Supports Sales Cloud, Service Cloud, Experience Cloud and all AppExchange apps
Share files with clients — branded, secure and tracked
Send any SharePoint file as a branded link with full access controls. Modify settings after sending. Revoke access anytime from Salesforce.
- Share via SharePoint link, CloudFiles branded link or curated dataroom
- Custom domain and logo on all sharing pages
- Password protection, email and domain allowlists, expiry dates
- Datarooms — consolidate multiple files into one live shareable link
- Modify link settings anytime after sending
- Experience Cloud LWC for portal users with granular permissions
Know exactly how clients engage with every document
See not just who opened a file but how long they spent on each page, on which device, and from which location — for every shared document.
- Page-by-page time-spent analytics per shared link
- Views, unique viewers and downloads tracked
- Device, browser and session data per engagemen
- Analytics stored as Salesforce custom objects — native dashboards
- Trigger flows on file view events — auto-update stages and tasks
- 10× more visibility than standard SharePoint sharing
Extract data from SharePoint documents and auto-fill Salesforce
CloudFiles Document AI reads any SharePoint file — PDFs, scanned documents, images — and extracts structured data that fills Salesforce fields and triggers workflows automatically.
- OCR for scanned documents, images and PDFs stored in SharePoint
- Auto-fill any Salesforce field with extracted document data
- Trigger flows based on document content or extracted values
- Classify, validate, split and tag documents automatically
- No model training required — pre-built automations for common formats
- Works directly on files in SharePoint — no re-upload needed
Automate document workflows with Flow, Apex and REST APIs
CloudFiles exposes your Salesforce SharePoint integration as modular building blocks — drag-and-drop Flow actions, platform events, custom objects and a full developer API.
- 50+ modular Flow actions — create folders, move files, tag and share
- 50+ modular Flow actions — create folders, move files, tag and share
- Custom objects for full audit trails and admin visibility
- Apex invocable methods for programmatic file operations
- REST API for external systems and custom webhooks
- Zero-code for admins — full developer access for engineering teams
Is CloudFiles The Perfect Fit?
Built for Every Industry That Runs on Salesforce
Secure, compliant document management for financial teams
Store client contracts, KYC documents and compliance files in SharePoint while accessing them directly inside Salesforce. HIPAA and SOC2 certified — built for regulated environments.
- Auto-extract data from intake forms and KYC documents into Salesforce fields
- Password-protected branded sharing for sensitive client documents
- Full audit trail with document-level engagement tracking
- HIPAA, SOC2 Type II, ISO27001 and GDPR certified
HIPAA-certified document management inside Salesforce
Manage patient documents, consent forms and case files securely. HIPAA compliance is built in — not bolted on. Files sync to SharePoint automatically, accessible inside every Salesforce case record.
- HIPAA certified end-to-end — independently verified
- Auto-extract data from intake and consent forms
- Secure sharing with email restriction and expiry controls
- Full audit trail for compliance reporting
Developer-grade automation for Salesforce-native teams
Give admins Flow actions and point-and-click setup. Give developers Apex methods, platform events and a REST API. Automate document workflows end to end without leaving Salesforce.
- 50+ modular Salesforce Flow actions for file operations
- Platform events on upload, view, download and tagging
- Apex invocable methods and REST API with webhooks
- Custom objects for audit trails and native reporting
Property documents where your deals live — in Salesforce
Attach property documents, contracts and inspection reports directly to Opportunity records. Share branded links with clients and track exactly when they open them.
- Auto-create SharePoint folders per property listing or deal
- Branded sharing pages for client-facing documents
- Track when clients open contracts and inspection reports
- Generate offer letters and agreements from Salesforce templates
The Only Salesforce SharePoint Integration with Full Enterprise Compliance
Loved by Teams. Backed by Results.
Verified 5★ reviews on Salesforce AppExchange from real customers.
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/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 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 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
Very flexible app that allows for customization without limiting you to specific use cases. Great fit for diverse business workflows. Love it!
William Hughes
Artisan Strategic Advisors, Inc.
CloudFiles is an excellent tool for centralized document storage. Easy to set up, with responsive support throughout the process. Highly recommended
Debra Mangiafridda
Polymedco Inc.
Great app with fantastic support! The team helped us set it up and continues to assist whenever needed. Highly recommended for easy file management.
Jeroen Naafs
National Taiwan University
Excellent app! Setup is straightforward and their support team is outstanding. They consistently go above and beyond. We’re very happy with CloudFiles.
David Gosciminski
Ambient Enterprises
Amazing product! CloudFiles solved our document management challenges quickly, and the support team ensured everything was set up perfectly.
Benjamin Fowler
Air Aroma
Streamlining document movement between Salesforce Core and corresponding folders in SharePoint was straightforward with strong support from the CloudFiles team. Overall, CloudFiles has proven valuable.
Josip Mahovlić
Trawelt
Using CloudFiles with Salesforce makes handling documents on SharePoint much easier and super reliable. Highly recommend it to anyone dealing with files or document automation in Salesforce!
Aishwarya Richharia
Cancer Research UK
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Using CloudFiles with Salesforce and SharePoint for a custom solution enabled a perfect transition with assistance on flows, connections, and development of the custom update.
Eric Donie
Kymanox
Using CloudFiles to copy files from Salesforce to SharePoint via Salesforce Flows, created nested folder structures and has been running for over a year without any issues, therefore I would recommend it.
Andrew Nixon
Aggreko
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Using CloudFiles to back up files from Salesforce to SharePoint has been great to work with, with quick support and a very accommodating team.
Karim Karim
Strategic Insurance
CloudFiles has been a success story automating Salesforce and SharePoint by eliminating manual folder creation and copying with automatically generated and linked folders in SharePoint.
Andrew Hastings
Maritime Developments Limited
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Finding CloudFiles to integrate SharePoint with Salesforce was a huge relief, with automation tools that work well and are amazing. Most importantly, their support has been amazing
Patrick Ford
Gold Alder Salesforce Consulting for Nonprofits
Using CloudFiles to seamlessly integrate Salesforce and SharePoint enabled secure sharing, scalable folder hierarchy with flows, more file storage space, and incredibly helpful support.
Christina Andrus
Bridgepointe Technologies
Explore the CloudFiles Suite
Here are products that can do everything with your documents.
Document Management
Effortlessly organize & manage external docs from SharePoint, Google Drive, AWS S3 etc… in Salesforce. Share with experience or external users.
Document AI
Use AI-powered OCR to reduce data entry by extracting, classifying, and verifying your docs in seconds. Harness the power of AI for your documents!
Document Geneation
Instantly generate on-brand documents by merging fields from Salesforce into customizable templates. Boost productivity like never before !
Guides, Case studies & Webinars
Explore helpful resources
The Complete Guide to Salesforce–SharePoint Integration (2026)
Setup options, Files Connect limitations, migration strategies, and choosing the right integration approach.
Case Study : BDA Partners
Setup options, Files Connect limitations, migration strategies, and choosing the right integration approach.
Webinar : Mastering Salesforce SharePoint Integration with CloudFiles
See how CloudFiles transforms file management inside Salesforce. On-demand.
Watch on-demand
Help Docs: Install and Configure CloudFiles for SharePoint
Step-by-step guide — installation, permissions and go-live in 30 minutes.
Open docs
Ready to Connect Salesforce with SharePoint?
Join 2,000+ teams using CloudFiles to manage, share and automate documents.
Free setup support included. 98% go live within their first week.
SOC2 · HIPAA · ISO27001 · No credit card required · Free setup support
Frequently Asked Questions
Everything you need to know about Salesforce SharePoint integration.
What are the benefits of integrating Salesforce with SharePoint?
Integrating Salesforce with Microsoft SharePoint gives your team a single place to manage customer data and documents — without leaving Salesforce. The key benefits are: significantly lower storage costs (SharePoint offers over 40 times the storage capacity of Salesforce at a fraction of the cost), real-time file access inside every Salesforce record, automated folder structures per Account, Opportunity or Case, enterprise-grade compliance with HIPAA, SOC2 and ISO27001, and AI-powered document processing that auto-extracts data from files into Salesforce fields. According to Gartner (2026), organisations with integrated CRM and document systems close deals 18% faster than those without.
How do I integrate Salesforce with SharePoint?
You can integrate Salesforce with Microsoft SharePoint using a no-code AppExchange app like CloudFiles. Install it from AppExchange, connect your SharePoint Online account via OAuth, configure which Salesforce objects map to which SharePoint folders, and go live in under 30 minutes — no custom code or middleware required. 98% of CloudFiles customers are live within their first week.
Does Salesforce Integrate natively with SharePoint?
Salesforce does not provide a native, out-of-the-box integration with Microsoft SharePoint. It offers a basic feature called Files Connect that allows read-only access, but it lacks 2-way sync, folder automation, analytics, AI processing and bulk migration. Most organisations use a dedicated AppExchange app like CloudFiles to get a full, enterprise-grade integration.
How is CloudFiles different from Files Connect?
CloudFiles adds: real-time 2-way sync, automated folder creation per record, branded secure file sharing with engagement analytics, AI OCR document extraction, bulk file migration, Experience Cloud portal support, Salesforce Flow and Apex API access, document generation, and full HIPAA/SOC2/ISO27001 compliance. Files Connect provides read-only SharePoint access only — none of these capabilities are included.
Will CloudFiles use my Salesforce storage quota?
No. Files are stored entirely in SharePoint — not in Salesforce. CloudFiles only stores metadata (file references and activity logs) in Salesforce custom objects, which consume negligible storage. Customers typically reduce Salesforce storage costs by up to 75%.
How much does Salesforce SharePoint integration cost?
Costs vary by method. Custom API-based integrations typically cost $10,000 to $100,000+ in development. No-code AppExchange apps like CloudFiles are priced per Salesforce user per month — significantly lower — and often pay for themselves within the first month by reducing Salesforce storage costs by up to 75%.
Can I migrate existing Salesforce files to SharePoint?
Yes. CloudFiles includes a bulk migration utility that moves all existing Salesforce files and attachments to SharePoint in one operation. Files are organised into folders mirroring your Salesforce record hierarchy. Users see no disruption — files stay accessible inside Salesforce after migration and Salesforce storage is freed up immediately.
Can I store Salesforce files in SharePoint without coding?
Yes. No-code AppExchange solutions like CloudFiles let you automatically store Salesforce files in Microsoft SharePoint without writing a single line of code. CloudFiles creates SharePoint folder structures that mirror your Salesforce record hierarchy, syncs files in real time, and makes SharePoint documents accessible directly inside Salesforce — all configured through a point-and-click admin interface. Salesforce admins can be fully live in under 30 minutes. Developers who want more control also get Apex methods, Flow actions, and a REST API.
Can I migrate existing Salesforce files to SharePoint?
Yes. Migrating existing Salesforce files to SharePoint is one of the most common reasons teams choose CloudFiles. The CloudFiles bulk migration utility moves all existing Salesforce files, attachments, and ContentDocuments to SharePoint in one operation — organised automatically into folders that mirror your Salesforce record hierarchy. Users see zero disruption: every file remains accessible inside Salesforce after migration, and Salesforce storage is freed up immediately, often reducing storage costs by 75% or more.
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