# Use-Cases - Experience Cloud - Automatic sharing

> CloudFiles automates role-based file sharing in Salesforce,ensuring employees get right files without manual effort, improving efficiency & compliance

## 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.

[Read Technical Guide](https://help.cloudfiles.io/salesforce/quick-start-to-share-files-in-experience-cloud-community) · [Talk to a Document Expert](https://meet.cloudfiles.io/salesforce?utm_content=sf-use-cases-automated-sharing-experience-cloud-hero)

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## 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

### Ready-to-Go Folders

Auto-organize files with dynamic folder structures.

### Document Generation

Automate document creation using Salesforce data.

### Email-to-Case Folders

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." — **Jeremy Ahoyo, Atlante**

> "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 Ady, Anteriad**

> "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 Mencias, Mālama 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 Salib, BDA Partners**

> "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 Pashkin, Rainforest Alliance**

> "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 Talpallikar, Aviva**

> "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 Villalobos, The Financial Interior, LLP**

> "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 Davuluri, W. R. Grace & Co.**

> "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 Chacón, Sagicor Financial Corporation**

## Stay compliant & secure.

CloudFiles is independently audited for SOC 2 Type II, certified to ISO 27001, and compliant with HIPAA and GDPR. Data residency is supported in the US, EU, UK, and AU. Your files stay in your own storage — CloudFiles never re-hosts them — and are not used to train our AI models.

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

## 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.

[Book a Demo](https://meet.cloudfiles.io/salesforce?utm_content=sf-use-cases-automated-sharing-experience-cloud-footer)