Document automation for Salesforce Experience Cloud
Partners and customers work with the SharePoint files on the records they can see, with no Microsoft account, and CloudFiles controls exactly what each one can do.
Salesforce was never built to manage what a portal user sees
A partner needs one brochure, not your whole SharePoint. A new hire needs today's onboarding packet, not last year's. A customer needs to send a signed form back, but handing them a storage login isn't an option.
Without CloudFiles
- A file gets emailed to a partner by hand, or shared too broadly through Experience Cloud, because there's no easy way to share just the one file.
- Onboarding documents get re-shared manually every time a role changes, one person at a time.
- Collecting a document back from a customer means an email attachment with no tracking and no set destination.
With CloudFiles
- A file or folder shares with one named Experience Cloud user or group, and nothing else in that folder becomes visible by accident.
- Role-based access updates automatically the moment a user's role or attribute changes, with nobody re-sharing by hand.
- A file request collects a document straight into the record it belongs to, tagged and routed the moment it lands.
Give each portal user the files they need, and nothing else
Files on the record, or from a library
Most files never need a manual share at all: anything attached to a record is already visible to any Experience Cloud user with access to that record. For content that isn't tied to one record, like a partner resource library, CloudFiles shares straight from the Content Library instead.
- Skip a manual share entirely: any file or folder attached to a Salesforce record shares automatically with Experience Cloud users who already have access to that record
- Share a Content Library folder with a partner group or a whole site audience, for material that isn't tied to any one record
- Combine both: record-based sharing for case-specific documents, library sharing for brochures, guides and reusable resources
- Set the CloudFiles External Users permission set once, then choose which of seven actions (download, upload, create folder, delete, share, view analytics, view sharing settings) each user gets
- Let portal users upload files, or whole folders, straight from the widget into the folder they are viewing, when upload is turned on for them
Share exactly the right file
Select a file or folder on a Salesforce record and share it with one Experience Cloud user or group by name, using the widget's own Share with Community action. Nothing else in that folder becomes visible.
- Share a specific file or folder with named Experience Cloud users or groups from the CloudFiles record widget's Share with Community action
- Customize what a user sees by their profile, without duplicating the file into a separate community folder
- Track every view and download once a file is shared
- Revoke a share the same way it was granted, from the same widget
Keep access in step with role
Share or remove Experience Cloud access automatically when a user's role, department or attribute changes, using a flow action rather than a person re-sharing by hand.
- Automate sharing and revoking with the Share With Community User flow action, triggered by role, job title or any user attribute
- Target the share at a specific record, user or group, across any connected storage library, SharePoint, Google Drive, OneDrive, Dropbox, Box or AWS S3
- Apply the same automation to onboarding documents, policies or training material shared with employees through Experience Cloud
- Track views and downloads on an automated share the same way as a manual one
Collect files, no storage login needed
Send an Experience Cloud user a file request. They upload straight into it, no SharePoint or Google Drive login required, and CloudFiles routes the file into its destination folder automatically.
- Create a file request with a destination folder in SharePoint, Google Drive, OneDrive, Box or Dropbox, then send it to an Experience Cloud user
- Let the user upload without ever needing a storage login of their own
- Route received files into the preconfigured folder automatically, with no manual filing step
- Combine a file request with a dataroom link, so an external user can view existing files and upload missing ones through the same link
See it in action on Experience Cloud
Document approval times cut by 50%
Design and compliance documents held in SharePoint became shareable with Experience Cloud users through the CloudFiles widget, with every access automatically logged, so approvals stopped waiting on email back-and-forth.
Why CloudFiles and Experience Cloud work as one
Uses Salesforce's own permission-set mechanism
Portal access runs on the CloudFiles External Users permission set, assigned and managed the same way any other Salesforce permission set is.
Shares through the record a portal user already sees
Anything attached to a record shares automatically once that Experience Cloud user has access to the record itself, with no separate sharing system to learn.
Uses the same underlying widget on both sides
Internal Salesforce users and external portal users work through the same CloudFiles widget technology, configured separately for the internal record page and the Experience Cloud site.
Extends through native Salesforce flow
Role-based sharing and file requests both run on native Salesforce flow actions, so they change the same way any other Salesforce automation does.
Built for how your industry already works
Financial services
Collect, verify and manage KYC, loan and client documents directly from Salesforce. Automate document workflows, share files securely and track client engagement while supporting financial services compliance.
Energy and utilities
Keep inspection reports, compliance filings and contractor paperwork organized and synced between Salesforce and your own storage. Automate folder creation, secure external sharing and permission updates as crews and project teams change.
Manufacturing and industrial
Automate workflows for supply chain paperwork, technical documentation and compliance records. Track approvals and keep critical documents secure across complex, multi-vendor manufacturing operations.
Technology
Manage technical specifications, contracts, proposals, onboarding files and support documents from one connected Salesforce experience. Automate document creation, organization, sharing and tracking to reduce manual work and keep teams aligned.
Public sector and education
Manage high-volume, sensitive document workflows with the compliance and security public sector and education organizations require. Automate folder structures, approvals and secure sharing across federal, state and campus records alike.
Healthcare
Manage patient, claims, clinical and regulatory documents from your CRM while keeping sensitive files protected. Automate document collection, extraction, sharing and approvals with enterprise-grade security and HIPAA-ready workflows.
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 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.
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, never re-hosted by CloudFiles, and are never used to train our AI models.
Questions about document automation on Experience Cloud
Yes. Sharing a file or folder through the CloudFiles widget's Share with Community action grants access only to the named user or group, not the folder it lives in.
Yes. The Share With Community User flow action can grant or revoke access based on role, job title or any user attribute, with no manual re-sharing.
Some of it already happens without any sharing step: any file or folder attached to a Salesforce record is automatically visible to Experience Cloud users who have access to that record.
Yes. A Content Library folder can be shared with a partner group or a whole site audience, independent of any Salesforce record.
Yes. Experience Cloud users never need a Microsoft, SharePoint or Google account: CloudFiles reaches your storage through its own account-level connection. They can upload into a file request, or straight from the widget when upload is turned on for them, and the file lands in its destination folder automatically.
All four let portal users work with SharePoint files from an Experience Cloud site. sFiles usually runs portal users through one shared SharePoint account, and its full Experience Cloud feature set needs each portal user to have their own Microsoft 365 account. 24Files offers anonymous access through a shared service account, limited to each user's own folder. Experience Connect is an add-on to Appiphony's Share Connect that routes portal uploads with Salesforce Flow. CloudFiles needs no Microsoft account for portal users and sets what each one can do through a Salesforce permission set.
Compare Experience Cloud connectors→CloudFiles is independently audited for SOC 2 Type II, certified to ISO 27001:2022, ISO 27017:2015 and ISO 27018:2019, and compliant with HIPAA and GDPR. It makes no FedRAMP claim. sFiles' AppExchange listing describes it as FedRAMP compliant, but no matching record appears on the FedRAMP Marketplace (checked 1 October 2026).
Security overview→Under 30 minutes: install CloudFiles from the AppExchange, connect SharePoint, add the CloudFiles widget to your Experience Cloud page and assign the CloudFiles External Users permission set.
Read the setup guide→Yes. A dataroom can carry a file request alongside existing files, so an external user can view and upload through the same link.
That depends on which of the seven CloudFiles External Users permissions are assigned: download, upload, create folder, delete, share, view analytics and view sharing settings can each be turned on or off per user.
Book a personalized demo
See how CloudFiles gives each Experience Cloud user the right SharePoint files, keeps their access in step with their role, and collects documents back from them without a storage login.