Empower Experience Cloud Communities with with Smart Document Automation
Engage your portal users like never before with powerful features: effortless collateral sharing, automated file organization, real-time link tracking, and hassle-free file collection. Experience the CloudFiles advantage today!
Simplify collaboration, boost engagement
Share the right files with Experience Cloud users
Marketing teams use this to share updated brochures, presentations, and videos with partners and customers seamlessly through Experience Cloud.
- Share with specific records, users or groups
- Customize content by user profile
- Track downloads and engagement
Automate Role-based File Sharing & Access
HR teams use this to auto-share onboarding documents and forms with employees based on their roles, reducing manual tasks and ensuring compliance.
- Use flow actions to share / remove community access
- Share by user roles or attributes
- Set expiration dates Set expiration dates
Request files directly from users & organize submissions
Financial services firms use this to collect KYC documents directly from clients through Experience Cloud forms, automatically organizing them for easy access.
- Collect files via forms in Experience Cloud
- Auto-tag and sort submissions in real-time
- Notify teams when files are uploaded
Didn’t find what you were looking for?
Allow portal users to upload documents directly into Salesforce via an intuitive Files Connect Uploader, ensuring they’re securely stored in external storage like SharePoint or Google Drive.
Automatically sort email attachments received from Experience Cloud users into sub-folders linked to their corresponding cases in Salesforce, streamlining document organization.
Provide users with the ability to generate customized invoices, quotes, or certificates directly from Experience Cloud portals by leveraging data stored in Salesforce.
CloudFiles Transformed Our Experience Cloud Document Management
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 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' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses.
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 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' 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 & certified against leading standards. Data residency is supported in the US, EU, UK, and AU. Files remain in your external storage and are not copied into CloudFiles or used to train our AI models.
One Click Away from Smarter Docs
Book Your Personalized Demo NOW ! Join 500+ teams using CloudFiles to streamline workflows, cutting document chaos by 75% while saving hours every week.