What You Gain

Browse, Upload, Manage, View, Permissions & more file & folder management options

• Connect any standard or custom object via CloudFiles’ 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

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 users—view, edit, upload, folder creation
• Datarooms allow you to consolidate files/folders into one live, updatable link

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

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

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 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 folder—no manual uploads
• Maintain organized, version-controlled records across teams