đ #1 Solution for SharePoint - Salesforce Integration
CloudFiles connects your Salesforce records to SharePoint with advanced automation, deep analytics, and AI-powered intelligence. Move files, track them, trigger flows, and extract insightsâall in one seamless experience.
Trusted by Leading Teams Worldwide
What You Gain
Only 15% of companies have a streamlined document strategy for SharePoint. CloudFiles helps you become one of them â instantly!
> 75%
File storage cost reduction
5x faster
Document handling automation
2x
Sales team productivity boost
Power Up SharePoint in Salesforce
Everything you need to access, organize, share, secure, and automate SharePoint document â natively from Salesforce.
Access SharePoint from Salesforce
Browse, Upload, Manage, View, Permissions & more file & folder management options
- Connect any standard or custom object via CloudFilesâ native LWC
- Upload files of any size or type with instant 2-way sync
- Preview, rename, replace, or edit files without leaving Salesforce
- View thumbnails in Grid View; ideal for image-heavy folders
- SharePoint permissions respected via individual user login
File & Folder sharing options
Flexible sharing options with full control and branded experience.
- Share using SharePoint links, CloudFiles links, datarooms, or via Experience Cloud LWC
- Create branded sharing pages with custom domain and logo
- Configure granular controls for Experience Cloud usersâview, edit, upload, folder creation
- Datarooms allow you to consolidate files/folders into one live, updatable link
Security & Analytics on top of SharePoint
Add advanced sharing security and get detailed analytics on shared files.
- Disable download, restrict by email/domain, protect with password, set expiry
- Modify link settings anytime directly from Salesforce
- Collect analytics like views, downloads, page-wise time spent
- Drill down into users, devices, and sessions for complete engagement tracking
File Automations for SharePoint Users
Automate document workflows using flows, events, APIs, and Apex.
- Modular flow actions to create folders, move files, update tags, etc.
- Trigger platform events on file upload, view, tagging, etc.
- Use custom objects for reporting, visibility, and admin control
- Developer support via Apex and REST APIs
AI-Powered Document Processing in SharePoint
Extract data from files stored in SharePoint and automate actions in Salesforce.
- Read scanned documents, images, and PDFs using OCR
- Auto-fill Salesforce fields with extracted data
- Trigger flows based on document content
- Works directly on files stored and managed via SharePoint
- Get insights, classify, validate, split and more....
Generate Documents & Store in SharePoint
Generate business documents like contracts, proposals, and reports using templates, and store them directly in your connected SharePoint folders.
- Merge Salesforce data into pre-designed Word, PDF, or Excel templates
- Automate document creation using flows or button clicks
- Save output directly in the correct SharePoint folderâno manual uploads
- Maintain organized, version-controlled records across teams
Guides, Case Studies & More
From real-world case studies to actionable guides â dive deeper into how leading firms streamline document workflows inside Salesforce.
Salesforce-SharePoint Datasheet
A complete overview of CloudFiles' SalesforceâSharePoint integration.
Ultimate Guide | Blog
Explore our Ultimate Guide for a quick Files Connect setup and top third-party SalesforceâSharePoint integration options.
Explore Help Docs
Complete setup guide covering installation, permissions, and storage integration â so you're ready to go in minutes.
All Document Management and Sharing Features
Leading file connector for Salesforceâbuilt to manage, share, and automate documents in one place.
BDA Partners | Case Study
Learn How CloudFiles improves SharePoint file organisation inefficiency, produces insights for management.
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Webinar | Mastering Salesforce-SharePoint Integration
Understand the constraints of Files Connect. & explore how CloudFiles revolutionises file management
Numbers that Speak for Themselves
5â Rated
900K +
98%
95%
2 Minutes
10Ă
Frequently Asked Questions
1. Do I need admin access to SharePoint or Salesforce to set this up?
Only during the initial setup. After that, each user accesses SharePoint using their own credentials with full permission control.
2. Will CloudFiles consume my Salesforce file storage?
No. Files are stored in SharePoint, not Salesforceâso you save on storage costs while keeping full access inside Salesforce.
3. Can I use this with Experience Cloud or custom objects?
Yes. CloudFiles works seamlessly with both standard and custom objects, and supports Experience Cloud portals with granular access control.
4. How secure is the file sharing process?
CloudFiles offers password protection, email/domain restrictions, expiry controls, and full analyticsâgiving you enterprise-grade file security.
5. Is coding required to automate document workflows?
Not at all. You can use our drag-and-drop flow actions, but developers also have full access via Apex, REST API, and platform events if needed.
Loved by Teams. Backed by Results.
Donât just take our word for itâtake theirs...
"CloudFiles has 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.
"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 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
MÄlama Solar
"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 ChacĂłn
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
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