The ultimate documents tool for Salesforce

CloudFiles integrates Salesforce with popular storages & enables all modern document functionality on top of it.

Automated Document Intelligence

CloudFiles: Document AI in Salesforce

Modern Document Generation

CloudFiles: Document Generation in Salesforce

Intuitive Document Management

CloudFiles: Document Management in Salesforce

1 tool for all your document needs

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Generation

Create templates in word and generate docs using flows

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Storage Access

Auto create folders & operate on files using LWC

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AI Processing

Extract informations & populate fields using AI with flows

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Sharing & Analytics

Share with community & collect view analytics for reporting

Storage Integrations

integrations
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Customize our product for your needs
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Automatic external folders

Use simple flow actions to create any conceivable folder and sub-folder hierarchy for your Salesforce objects.

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Screen-flow based doc gen

Request custom information using screen flows and use it along with merge fields in your generated documents.

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AI Based KYC Upload Checker

Detect document type using AI and extract useful information such as driving license number or Passport number.

Loved by companies who deeply care for their people
But don't just take our word for it...

4.99 / 5

4.50 / 5

4.80 / 5

  • 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 AhoyoJeremy AhoyoAtlante
  • 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 TalpallikarVishal TalpallikarAviva
  • 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 DavuluriLatha DavuluriW. R. Grace & Co.
  • 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 MenciasIrwin MenciasMālama Solar
  • 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 SalibMark SalibBDA Partners
  • 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 VillalobosVictor VillalobosThe 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 AdyAdam AdyAnteriad
  • 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 ChacónOscar ChacónSagicor 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 PashkinEd PashkinRainforest Alliance

Unsure about your needs?

Don’t worry! We have talked to thousands of Salesforce customers and helped them through their document integration, automation & AI needs.

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