Document Management for every Salesforce cloud
Document Management auto-creates Salesforce folders, applies access controls to every share, and keeps files moving to and from your own storage automatically.
Built around the storage you already govern
Rated 4.9★ on AppExchange.
Access follows the team
Storage permissions mirror Salesforce team membership: join the deal team, gain the folder; leave, lose it automatically.
Documents, generated from the record
Generate contracts, quotes and proposals straight from Salesforce merge fields, with folders created automatically for every deal.
Share and collect files with no login required
A record's Dataroom link lets an outside partner view shared folders and upload files back, without a Salesforce or storage account of their own.
Every file, visible on the record
The record-page widget shows every linked file from your own storage, with upload and sharing controls built in, without leaving Salesforce.
Any cloud, any use case, one solution
Document Management runs one automation engine that behaves differently per cloud: moving folders in Sales Cloud, filing attachments in Service Cloud, and sharing files in Experience Cloud.
Sales Cloud document automation
The moment a Lead converts, Sales Cloud moves its folder into the new Account and starts generating quotes and contracts straight from Salesforce data, so a rep never rebuilds a document or a folder by hand.
- Move a Lead's folder into its Account folder automatically the moment it converts
- Generate contracts, quotes and proposals directly from Salesforce merge fields
- Create templated, nested folders automatically for every deal
- Move files to your own external storage through Salesforce Files Connect
Service Cloud file automation
The instant Email-to-Case fires, Service Cloud files the attachment straight into that case's own folder, no manual sorting required, and the same automation moves files to and from your external storage as the case needs them.
- File a case's email attachments into its own folder automatically when Email-to-Case fires
- Share and request sensitive documents through secure datarooms
- Move files between Salesforce and your external storage automatically
- Pull external files into Salesforce and organize them without manual sorting
Experience Cloud file sharing
An Experience Cloud user requests a document, and Document Management tracks every link out and every file back, so sharing with a partner never leaves a gap nobody can see.
- Collect documents directly from clients or partners through Experience Cloud
- Share collateral with experience users through tracked, revocable links
- Turn on automatic sharing for every relevant Experience Cloud record
- Sort form-based file submissions into the right folder automatically
Every folder move starts with a Salesforce event
Not by cloud, and not by industry. By the exact moment in your Salesforce data that fires the automation.
Folder structure builds itself
Account creation triggers a templated, nested folder structure automatically.
The folder moves with it
A Lead's folder relocates into its new Account folder the moment it converts, nothing left to refile by hand.
The folder renames itself
Update a record's name in Salesforce and its storage-side folder name follows automatically.
A record gets created from it
Dropping a file into a record-linked folder can create a custom object record automatically from what arrived.
The attachment finds its case
An email attachment files itself into that case's own folder the instant Email-to-Case fires.
Folders nest to match
An Opportunity's folder nests inside its Account folder automatically, mirroring the object relationship.
Tailored Use-Cases for Every Industry
See how CloudFiles helps streamline workflows across a variety of industries.
Organize KYC docs
Wealth managers upload, organize & verify KYC docs right from Asset records in half the time
Share with customers
Insurance agents share risk management collateral with experience users to engage them
Daily reporting
Technology companies create custom records for specific sales uploads for reporting purposes
Incident reporting
HR teams generate custom incident documents using a variety of screen flow inputs
Quick templates selection
Govt. contractors generate accurate quotes from hundreds of formats to get paid quickly
Meal planning
Food companies generate meal plans and send them as email attachments for their audience
Digitize medical records
Hospitals digitize medical prescriptions by auto-reading them into checklist fields
Auto KYC entry
Transportation companies classify KYC docs automatically & pull relevant info into fields
Split large forms
Law firms split identity documents which are often sent in a cumbersome, combined format by the client
See these use cases in action
35% faster handover from Sales Cloud to Service Cloud
Fresh Consulting linked each Lead's folder to its Account automatically on conversion, the same folder-move Sales Cloud runs on this page, so sales and service teams share one file set instead of two.
50% faster document approval with Experience Cloud
Diversified Fall Protection gave Experience Cloud users controlled, tracked access to shared files, replacing email attachments and cutting approval time in half.
CloudFiles Delivers Impact, One Use-Case at a Time
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 integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses.
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 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 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
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 seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration.
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!
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.
Questions about Document Management across Salesforce clouds
In your own SharePoint, Google Drive or S3, never re-hosted by CloudFiles. Document Management keeps only file references and activity in Salesforce, so every document stays under your organization's own storage and governance.
Yes. Document Management moves the Lead's folder into its new Account folder the moment the Lead converts, so nothing needs refiling by hand.
Yes. Document Management pulls Salesforce merge fields into pre-built templates to generate contracts, quotes and proposals, with folders created automatically for each deal.
Yes. Document Management files an attachment into its case's own folder the instant Email-to-Case fires, without an agent sorting it manually.
Yes. Document Management uses secure datarooms to share and request sensitive documents, so a case is never held up waiting on a file.
Yes. Document Management lets Experience Cloud users collect documents directly from clients or partners and share collateral back through tracked, revocable links.
Yes. Document Management can turn on automatic sharing for every relevant Experience Cloud record, so new files reach the right partner without a manual step.
Book Your Personalized Demo
Revolutionize How You Work. Automate workflows, simplify processes, and boost productivity across clouds with CloudFiles. Ready to see the difference? Let’s get started!