Supercharge Every Cloud - Sales, Service & Experience with Document Automation
CloudFiles simplifies workflows across every cloud—automating, organizing, and transforming how you handle documents. The smartest teams are already on board — don’t fall behind.
Loved and trusted
by companies across industries — from finance, real estate to healthcare.
The Solution You Can Count On
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#1 in Document Management
Trusted by 1,200+ Salesforce teams managing millions of documents everyday.
Generate Docs 50% Faster
Save 50% time on quote and proposal generation with customisable, on-brand templates
Make Your Docs Useful with AI
Reduce manual data entry by 80% & process your docs 4X faster using AI
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4.9 Stars on AppExchange
Used by sales, service & marketing professionals from all over the world. Happy customers, always!
24/7 Support. Easy Onboarding
Our support is instant when needed & calming when things look dire. Read our reviews, ‘nuff said.
Compliance You Can Count On
Our commitment to data privacy and security is embedded in every part of our business & our code.
Any Cloud, Any Use Case, One Solution
Simplify workflows, boost efficiency, and close deals faster with CloudFiles
Supercharge Your Sales Cloud with Document Automation & AI
Sales teams leverage CloudFiles to automate folder creation, generate custom documents from merge fields, and streamline permission handling. Organize files efficiently and ensure all deal-critical documents are accessible from one place.
- Generate documents directly from Salesforce Merge Fields
- Automatically create templated and nested folders
- Update file and folder metadata effortlessly
- Upload files directly via Files Connect to External storages
- Manage file permissions dynamically
Enhance Service Cloud Efficiency with Smarter Files
Service teams simplify case management with CloudFiles by organizing email attachments, securely sharing documents, and automating external file transfers. Handle customer interactions faster with seamless workflows.
- Automatically Organize email attachments into case folders
- Associate files and folders with salesforce records
- Use datarooms for secure sharing and requests
- Easily move files from Salesforce to external storages
- Retrieve external files and organize them within Salesforce
Elevate your Experience Cloud with Seamless File Sharing
Experience Cloud users share marketing collateral, collect files, and automate document organization with CloudFiles. Add analytics and permissions to improve engagement and streamline workflows.
- Easily share collateral with experience users
- Enable automatic sharing within Experience Cloud
- Track link sharing and analytics
- Request files directly from experience users
- Organize form-based file collections automatically
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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
CloudFiles Delivers Impact, One Use-Case at a Time
But don’t just take it from us.
4.9/5
4.8/5
4.5/5
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 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 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 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 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
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 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
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
Stay compliant & secure.
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!
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