# Use-Cases - Service Cloud - Connect Files & Folders to records

> CloudFiles lets teams link SharePoint, Google Drive, AWS S3 & other storage folders to Salesforce records for quick access & less duplication.

## Link & Access External Folders Within Salesforce

Manually searching for files across multiple storage platforms slows down productivity. CloudFiles enables customer service teams to link relevant SharePoint, Google Drive, and other storage folders directly to Salesforce records, ensuring seamless access and reducing file duplication.

[Read Technical Guide](https://help.cloudfiles.io/salesforce/quick-start-to-connect-external-folder-to-salesforce-object) · [Talk to a Document Expert](https://meet.cloudfiles.io/salesforce?utm_content=sf-use-cases-connect-files-to-records-hero)

*Loved and trusted*
Logos: General Mills, Dun & Bradstreet, Wingstop, PenFed, Aviva, Ohio University, CA Conservation Corps, NC State Auditor, Arthrex, Commvault, Computacenter, Aggreko, ITW, Lummus, Northumbrian Water, Hamptons, Anteriad, BrightNight

## Link external folders to Salesforce in 3 steps

- **Set Up the CloudFiles Widget** — Go to the Salesforce ‘Edit Page’ for any object, drag and drop the CloudFiles widget, then save and activate to enable folder linking.
- **Link External Folders to Salesforce Records** — In the Salesforce record page, locate the CloudFiles widget, click “Select Folder”, & choose a folder from SharePoint, Google Drive, OneDrive, etc to link it instantly.
- **Work Seamlessly with Linked Folders** — Upload, search, preview, edit, and manage files directly from Salesforce while keeping them stored in external folders, ensuring easy access and collaboration.

## Save Time & Stay Organized with Linked Folders

Effortlessly connect SharePoint, Google Drive, OneDrive, and more to Salesforce records, eliminating manual file handling and duplication.

- **Instant Folder Access** — Attach external folders to Salesforce records and access files instantly—no more switching between platforms.
- **Save 10+ Hours Weekly** — Eliminate manual folder searching and linking, letting teams focus on more important tasks.
- **No More File Duplication** — Work directly with linked folders instead of creating duplicate copies, ensuring version control and consistency.
- **100% Visibility & Control** — View, search, edit, and manage all files from Salesforce while keeping them securely stored in external storage.
- **Seamless Storage Integration** — Supports SharePoint, Google Drive, OneDrive, Dropbox, Box, and AWS S3 for complete flexibility.
- **Automate Folder Linking with Flows** — Set up Salesforce Flows to automatically create and attach folders when new records are added.

## More use cases to explore

### Create Docs with Merge Fields

Auto-generate and store documents using Salesforce data—no manual file handling needed.

### Auto-Sort Email Attachments

Automatically route case-related email attachments into structured Salesforce sub-folders.

### Experience Cloud Auto-Sharing

Automatically share case folders with Experience Cloud users based on defined rules.

## CloudFiles is a game-changer.

But don’t just take it from us.

> "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' 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 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 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**

> "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 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**

> "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)

[Security overview](/security)

## Meet a Document Expert !

Book Your Personalized Demo NOW ! 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-connect-files-to-records-footer)