# CloudFiles vs sFiles

> CloudFiles delivers complete Salesforce document workflows across SharePoint, generation, AI, and governed sharing, while sFiles focuses on direct Salesforce to SharePoint file access.

*Compare · Document Management for Salesforce*

## CloudFiles vs sFiles

Both CloudFiles and sFiles connect Salesforce to SharePoint. sFiles is a focused, direct connector for SharePoint file access; CloudFiles is a complete Salesforce document workflow platform. This comparison covers core file management, folder automation, external sharing and analytics, document generation, AI, security, and pricing.

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## At a glance

- **CloudFiles** — CloudFiles is an all-in-one Salesforce document platform that connects records to SharePoint and other storage systems, with automation, sharing, and analytics.
  - AppExchange rating: 4.99/5 (142 reviews)
  - Compliance: independently audited for SOC 2 Type II, certified to ISO 27001, and compliant with HIPAA and GDPR
  - Storage: SharePoint, OneDrive, Google Drive, Dropbox, Box, AWS S3, and Azure Blob
  - Architecture: governed intermediary, with a published security program and Trust Portal
  - Automation: Flow-native folder provisioning, relationship-aware hierarchies, and bulk actions
  - Extended capabilities: document generation, document AI, datarooms, file requests, engagement analytics
- **sFiles** — sFiles is a Salesforce–SharePoint Online connector that lives inside your Salesforce org and talks directly to Microsoft 365. It creates and links SharePoint folders to Salesforce records and lets users upload, download, and rename files from Salesforce.
  - Core focus: SharePoint folder and file access, Lightning-native
  - Automation: SharePoint Object Settings and folder templates, with Apex/API for advanced logic
  - Document generation and AI: not part of the documented feature set
  - Pricing: annual per-org pricing, tiered by user count (under 1,000 / 1,000-10,000 / unlimited) - starts around $6,930/company/year per Upsource Solutions' public AppExchange listing

## CloudFiles vs sFiles comparison

Evaluate which Salesforce to SharePoint connector and document management solution best fits your enterprise requirements.

| Feature | sFiles | CloudFiles Document Management |
|---|---|---|
| Connect Salesforce to SharePoint | ✓ | ✓✓ |
| Integration architecture | ✓ | ✓✓ |
| Core in-record file management | ✓ | ✓✓ |
| Folder automation & record-driven hierarchies | ✓ | ✓✓ |
| Multi-storage support beyond SharePoint | ✗ | ✓✓ |
| High-volume & bulk automation | ✓ | ✓✓ |
| Document generation | ✗ | ✓✓ |
| AI-powered data extraction | ✗ | ✓✓ |
| AI agent integration | ✗ | ✓✓ |
| External sharing links | ✓ | ✓✓ |
| Datarooms & file requests | ✓ | ✓✓ |
| Experience Cloud / portal access | ✓ | ✓✓ |
| Document engagement analytics | ✗ | ✓✓ |
| Permissions and access control | ✓ | ✓✓ |
| Licensing model | ✓ | ✓✓ |
| Pricing structure | ✓ | ✓✓ |
| Best suited for | ✓ | ✓✓ |

## Which one is right for you?

sFiles is a direct connector for SharePoint access. CloudFiles runs the full document lifecycle inside Salesforce.

- **Choose CloudFiles when you need:**
  - Complete Salesforce document workflows beyond file access
  - Flow-native, relationship-aware folder automation across record hierarchies
  - Multi-storage support beyond SharePoint
  - Document generation and AI-powered data extraction (available as add-ons)
  - Governed external sharing with CRM-side link controls, datarooms, and file requests
  - Post-sharing engagement analytics inside Salesforce
  - Experience Cloud portals without SharePoint guest licensing
  - Independently audited security, with SOC 2 Type II and ISO 27001
  - Automation that scales without hitting Salesforce Apex heap limits
- **Choose sFiles when you need:**
  - Straightforward Salesforce access to SharePoint folders and files
  - A direct connector model
  - Flat, predictable per-org pricing regardless of user count
  - Basic Flow/Apex automation for SharePoint folder templates
  - A focused SharePoint browser rather than a full document platform

## Go beyond storage: act on your documents

Connecting Salesforce to SharePoint should do more than make files accessible. CloudFiles lets teams generate, process, share, and automate documents as part of their Salesforce workflows.

- **Document AI** — Turn SharePoint files into structured Salesforce data Extract key information from invoices, KYC forms, contracts, identity documents, and other files using OCR and AI. CloudFiles writes the extracted information back to Salesforce fields, reducing manual data entry and helping teams process documents faster. Your Salesforce to SharePoint integration becomes bi-directional: Salesforce can store documents in SharePoint and also read, understand, and act on their content. [Explore CloudFiles Document AI](https://appexchange.salesforce.com/appxListingDetail?listingId=94ed2229-b5d5-4ec7-b42f-734e4999eabc)
- **Document Generation** — Create documents from Salesforce data and save them directly to SharePoint Generate contracts, quotes, proposals, invoices, and other documents using reusable templates and live Salesforce data. Every generated document is saved automatically to the correct SharePoint folder and linked to the originating Salesforce record. No manual uploads. No disconnected processes. No broken document workflows. [Explore CloudFiles Document Generation](https://appexchange.salesforce.com/appxListingDetail?listingId=de62e2e1-191d-4aa2-a73e-237b426b4675)
- **Entire CloudFiles Suite** — Explore the full document stack From management to generation to AI, in one Salesforce-native platform. [Explore the CloudFiles suite](/salesforce/)

## Why Salesforce teams choose CloudFiles

- **Native document workflows** — Manage SharePoint documents directly from Salesforce records instead of switching between platforms.
- **Automation without unnecessary complexity** — Use prebuilt document actions for common tasks such as creating folders, moving files, generating documents, and updating records.
- **More value from SharePoint** — Turn SharePoint from a passive storage system into an active part of your Salesforce business processes.
- **One platform for the document lifecycle** — Manage, generate, process, share, and track documents without combining several disconnected tools.

*Security & compliance*

## Enterprise-grade security and compliance

CloudFiles is independently audited for SOC 2 Type II, certified to ISO 27001, and compliant with HIPAA and GDPR. Data residency is available in the US, EU, UK, and AU. Your files stay in your own storage - we never re-host them or use them to train our AI models.

Certifications: SOC 2 (Type II), HIPAA (Compliant), ISO 27001 (Certified), GDPR (Compliant)

[Security overview](/security)

## Frequently asked questions

**Q: What is the difference between CloudFiles and 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.

**Q: Does sFiles support document generation or AI data extraction?**
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.

**Q: How does sharing work differently in CloudFiles vs sFiles?**
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.

**Q: Does sFiles support Experience Cloud?**
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.

**Q: How is CloudFiles' architecture different from sFiles' direct-connector model?**
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.

**Q: Does automation in sFiles hit Salesforce's Apex limits at scale?**
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.

**Q: How does pricing compare between CloudFiles and sFiles?**
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.

**Q: Is CloudFiles or sFiles the better fit for a Salesforce-SharePoint rollout?**
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.

**Q: Can I limit which SharePoint sites CloudFiles or sFiles can access?**
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.

Disclaimer:This comparison was prepared by the CloudFiles team, based on publicly available information at the time of writing. Product features, pricing, and capabilities may change. If you notice anything out of date, let us know at [marketing@cloudfiles.io](mailto:marketing@cloudfiles.io) and we'll review it.

## Is CloudFiles the right fit for your team?

Don't spend weeks evaluating document tools on your own. In a 30-minute consultation, the CloudFiles team will review your workflow, flag automation gaps, and map out your Salesforce-to-SharePoint roadmap. No credit card required.

[Book a demo](https://meet.cloudfiles.io/salesforce?utm_content=sf-sfiles-vs-cloudfiles-footer) · [Try CloudFiles for free](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000Gh9uFUAR)