Automate Role-Based File Sharing in Experience Cloud
HR teams often spend hours manually sharing onboarding documents, policies, and training materials. CloudFiles automates role-based file sharing in Salesforce, ensuring employees get the right files without manual effort, improving efficiency and compliance.
Automate file sharing in 3 simple steps
Automate File Sharing with Salesforce Flows
Use Flow Actions to automatically share or revoke access based on roles, job titles, or user attributes.
Customize Access by Role & Permissions
Ensure employees receive only the relevant files by automatically linking documents to their profiles or groups.
Control Expirations & Compliance
Set expiration dates, download restrictions, and access controls to ensure compliance and security..
Why Automate File Sharing with CloudFiles?
Save Time, Ensure Compliance & Deliver Files Effortlessly
Eliminate Manual Work
Auto-share files based on user roles, departments, or attributes—no manual intervention needed.
Full Control Over File Access
Grant, revoke, or update access dynamically based on role changes or employment status.
Enhance Security & Compliance
Ensure only authorized users can access documents, with automatic revocation and expiration options.
Seamless Experience Cloud Integration
Easily share onboarding documents with employees, partners, or customers in Experience Cloud.
Real-Time Tracking & Insights
Monitor file views, downloads, and engagement to track compliance and training completion.
Works with Any External Storage
Supports SharePoint, Google Drive, OneDrive, Dropbox, Box, and AWS S3 for effortless document management.
More use cases to explore
Auto-organize files with dynamic folder structures.
Automate document creation using Salesforce data.
Automatically sort email attachments into predefined sub-folders, improving case handling speed & efficiency
CloudFiles is a game-changer.
But don’t just take it from us.
CloudFiles has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended.
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.
CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!
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
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!
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!
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.
CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses.
CloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration.
Stay compliant & secure.
CloudFiles is independently audited & certified against leading standards. Data residency is supported in the US, EU, UK, and AU. Files remain in your external storage and are not copied into CloudFiles or used to train our AI models.
One Click Away from Smarter Docs
You are one Click Away from Smarter Docs. Join 500+ teams using CloudFiles to streamline workflows, cutting document chaos by 75% while saving hours every week.