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!

sf hero

Loved and trusted

by companies across industries — from finance, real estate to healthcare.

  • a
  • a
  • a
  • Warner Brothers discovery
  • a
  • a
  • a
  • a
  • a
  • a
  • a
  • a

Simplify Collaboration, Boost Engagement

From file sharing to intelligent organization, redefine your Experience Cloud workflows with CloudFiles.

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
Link external files to salesforce
85% of Experience users report better collaboration

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
Experience cloud sharing
70% faster onboarding for HR teams

Enable users to share files further and track engagement

Tech companies use this to allow Experience Cloud users to share engineering documents via branded links while collecting analytics on usage.

  • Partners can configure download/share permissions
  • Partners can see analytics from portal
  • Build reports from analytics
Files sharing & analytics
62% better follow-ups reported by partner managers

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
Files sharing & analytics
58% reduced turnaround time for KYC collection

Sync & manage user-submitted files seamlessly

Non-profits use this to auto-tag and sort event photos submitted by volunteers, enabling quick access and efficient categorization for future marketing efforts.

  • Auto-tag files based on metadata
  • Sync file updates with Salesforce
  • Integrate with SharePoint or other external storage
Experience cloud sharing
90% faster file retrieval reported by non-profit teams

Didn’t find what you were looking for?

Explore more of our use-cases

Files Connect Uploader

You probably have a ton of questions

Get Instant Answers Now

How can I securely share product brochures, training manuals, or legal contracts with Experience Cloud users directly from Salesforce?

What’s the best way to automatically organize uploaded KYC documents or compliance forms from portal users into predefined Salesforce folders?

Can I track exactly when my shared onboarding documents or proposals are accessed by portal users?

How can I ensure my sensitive files, like financial agreements, are accessible to authorized portal users only and remain protected?

Is there a way to grant or revoke access to specific proposal or contract folders dynamically for external partners using Experience Cloud?

How do I automate collecting tax forms, agreements, or proof-of-identity documents from portal users without manual follow-ups?

CloudFiles Transformed Our Experience Cloud Document Management

But don’t just take it from us.

Salesforce appexchange ratings

4.99/5

g2-logo

4.8/5

Capterra

4.5/5

  • a

    "CloudFiles has has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended."

    j

    Jeremy Ahoyo

    Atlante

  • a

    "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!"

    v

    Vishal Talpallikar

    Aviva

  • a

    "CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses."

    l

    Latha Davuluri

    W. R. Grace & Co.

  • z

    "CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!"

    i

    Irwin Mencias

    Mālama Solar

  • z

    "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"

    a

    Mark Salib

    BDA Partners

  • a

    "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."

    a

    Victor Villalobos

    The Financial Interior, LLP

  • a

    "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."

    a

    Adam Ady

    Anteriad

  • a

    "CloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration."

    a

    Oscar Chacón

    Sagicor Financial Corporation

  • a

    "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!"

    e

    Ed Pashkin

    Rainforest Alliance

  • Book a demo.svg

    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.

    Book a demo
    sec bg

    Stay compliant & secure.

    Always.

    We work with independent experts to verify our security, privacy and compliance controls, and have achieved certification against stringent standards.

    soc 2
    gdpr
    iso
    hipaa
    sf cert

    Copyright 2025 CloudFiles Technologies Inc. All Rights Reserved.