CloudFiles vs
sFiles

Both connect Salesforce to SharePoint, but they take different approaches. sFiles is a focused SharePoint Online connector: it creates and links SharePoint folders to Salesforce records and lets users upload, download, and rename files from inside Salesforce, respecting SharePoint and Salesforce permissions. CloudFiles is a broader Salesforce document workflow platform: it adds Flow-native folder automation, governed external sharing with datarooms and file requests, Experience Cloud portals, document engagement analytics, native document generation, and AI-powered data extraction, on top of connecting Salesforce to SharePoint and other storage systems.

No. sFiles focuses on Salesforce-to-SharePoint file access and folder automation; document generation and AI-powered document understanding are not part of its documented feature set. CloudFiles includes both natively, so generated documents save straight to the correct SharePoint folder and extracted data writes back to Salesforce fields without adding separate tools.

sFiles' sharing calls Microsoft's SharePoint sharing endpoints directly, so recipients receive a standard SharePoint Online URL, and any engagement after the click is visible only in Microsoft 365 audit logs. CloudFiles generates its own governed CloudFiles Link with CRM-side controls such as status, expiry, password, and email verification, can bundle files into a dataroom with file-request blocks to collect documents back, and writes engagement analytics like views, downloads, and time spent back to the Salesforce record.

Yes, on its Enterprise plan. sFiles ships two Experience Cloud components, an uploader and a list view, that surface a record-linked SharePoint folder to portal users, with downloads handled through SharePoint-generated links. CloudFiles' Experience Cloud widget is the same component used internally, so portal users get the full upload, preview, download, and search experience, without requiring SharePoint guest licensing or exposing SharePoint URLs to portal visitors.

sFiles connects Salesforce directly to SharePoint, without CloudFiles' own governed service layer in between. CloudFiles is a transparent, governed intermediary between Salesforce and SharePoint, which is what enables its automation, sharing, and analytics features. CloudFiles publishes its security program, including SOC 2 Type II audits and ISO 27001 certification, through a public Trust Portal.

It can. sFiles' Enterprise automation runs through its API/Apex layer, and its own documentation caps API uploads at roughly 11 MB because of Salesforce's Apex heap limits. CloudFiles' bulk actions run through its own service layer rather than Apex, so high-volume operations such as mass upload, bulk move/copy, and automated filing aren't bound by Salesforce's 6 MB synchronous or 12 MB asynchronous Apex heap limits.

sFiles uses annual per-org pricing, while CloudFiles uses per-user pricing with volume discounts for large teams, org-based pricing available for large teams, and a 14-day free trial.

sFiles is a good fit when the requirement is straightforward Salesforce access to SharePoint files and folders, a direct connector architecture, and flat per-org pricing. CloudFiles is the stronger fit when Salesforce needs to become a complete document workflow layer: record-driven folder automation, governed external sharing and analytics, Experience Cloud portals, document generation, and AI-powered data extraction, alongside audited security compliance.

CloudFiles connects to SharePoint using a Service Principal: an application-only identity in your Microsoft Entra directory, with no human account, password, or licensed seat behind it, so nothing breaks when someone leaves or resets their MFA. Combined with Microsoft's Sites.Selected permission, access can be scoped to exactly the sites you choose, rather than relying on a stored admin credential or a shared service account.