# CloudFiles x Salesforce - All Use-Cases > Document Management automates folders, permissions and storage across Salesforce Sales Cloud, Service Cloud and Experience Cloud. See real use cases for each. *Document management use cases* ## 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. [Talk to a document expert](https://meet.cloudfiles.io/salesforce?utm_content=sf-use-cases-document-management-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 *Document automation for Salesforce* ## 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. *Document management by cloud* ## 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 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 [Learn More](https://www.cloudfiles.io/salesforce/use-cases/sales-cloud) ### Service Cloud file automation 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 [Learn More](https://www.cloudfiles.io/salesforce/use-cases/service-cloud) ### Experience Cloud file sharing 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 [Learn More](https://www.cloudfiles.io/salesforce/use-cases/experience-cloud) *Document Management use cases* ## 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. [See the test drive](https://help.cloudfiles.io/salesforce/automatic-folder-structures-test-drive) - **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. [See the test drive](https://help.cloudfiles.io/salesforce/Zr9W-move-lead-folder-to-account-folder-on-conversion) - **The folder renames itself** — Update a record's name in Salesforce and its storage-side folder name follows automatically. [See the test drive](https://help.cloudfiles.io/salesforce/update-sharepoint-folder-name-test-drive) - **A record gets created from it** — Dropping a file into a record-linked folder can create a custom object record automatically from what arrived. [See the test drive](https://help.cloudfiles.io/salesforce/custom-object-creation-on-file-upload-test-drive) - **The attachment finds its case** — An email attachment files itself into that case's own folder the instant Email-to-Case fires. [See the test drive](https://help.cloudfiles.io/salesforce/copy-email-attachments-to-case-folders-test-drive) - **Folders nest to match** — An Opportunity's folder nests inside its Account folder automatically, mirroring the object relationship. [See the test drive](https://help.cloudfiles.io/salesforce/nested-folders-based-on-object-relationships-test-drive) ## 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 [View All Industries](https://www.cloudfiles.io/salesforce/industries) *Real results* ## 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. [Read the case study](https://www.cloudfiles.io/salesforce/case-studies/fresh-consulting) - **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. [Read the case study](https://www.cloudfiles.io/salesforce/case-studies/diversified-fall-protection) ## 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." — **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. 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) ## Questions about Document Management across Salesforce clouds **Q: Where do my Salesforce documents actually live with Document Management?** 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. **Q: Does a Lead's folder move automatically when it converts to an Account in Sales Cloud?** Yes. Document Management moves the Lead's folder into its new Account folder the moment the Lead converts, so nothing needs refiling by hand. **Q: Can Sales Cloud generate a contract or quote directly from Salesforce data?** Yes. Document Management pulls Salesforce merge fields into pre-built templates to generate contracts, quotes and proposals, with folders created automatically for each deal. **Q: Are email attachments filed into the right case folder automatically in Service Cloud?** Yes. Document Management files an attachment into its case's own folder the instant Email-to-Case fires, without an agent sorting it manually. **Q: Can Service Cloud share sensitive case documents securely with people outside Salesforce?** Yes. Document Management uses secure datarooms to share and request sensitive documents, so a case is never held up waiting on a file. **Q: Can Experience Cloud users request and receive files without leaving their portal?** Yes. Document Management lets Experience Cloud users collect documents directly from clients or partners and share collateral back through tracked, revocable links. **Q: Can file sharing be automated for specific Experience Cloud records?** 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! [Book a Demo](https://meet.cloudfiles.io/salesforce?utm_content=sf-use-cases-document-management-footer)