# Use-Cases - Service Cloud - Moving files from external storage to Salesforce

> CloudFiles automates file imports, bringing the right docs into Salesforce records—ensuring easy access, better organization, regulatory compliance

## Bring External Files into Salesforce Records

Legal teams often store client documents in SharePoint, Google Drive, or other external storage, making compliance and access management a challenge. CloudFiles automates file imports, bringing the right documents into Salesforce records—ensuring easy access, better organization, and regulatory compliance.

[Read Technical Guide](https://help.cloudfiles.io/salesforce/create-salesforce-file) · [Talk to a Document Expert](https://meet.cloudfiles.io/salesforce?utm_content=sf-use-cases-external-storage-to-salesforce-hero)

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## Import external files to Salesforce in 3 simple steps

- **Select & Import Files from External Storage** — Choose files stored in SharePoint, Google Drive, OneDrive, Dropbox, Box, or AWS S3 and import them into Salesforce.
- **Attach & Link Files to Records** — Automatically associate imported documents with Salesforce Accounts, Opportunities, Cases, or any other record.
- **Leverage Salesforce for Secure File Management** — Use Salesforce automation and security controls to track, manage, and share imported files effortlessly.

## Why CloudFiles for External File Import?

Seamless, Secure & Automated File Import for Salesforce

- **Direct File Import into Salesforce** — Copy files from external storage and create Salesforce Files (Content Documents)—no manual downloads or uploads.
- **Supports Multiple Storage Platforms** — Works seamlessly with SharePoint, Google Drive, OneDrive, Dropbox, Box, and AWS S3.
- **Automated File Association** — Attach files to specific Salesforce records, ensuring organized and structured storage.
- **Trigger Automations & Workflows** — Imported files can trigger Salesforce Flows, automate document approvals, or be included in email workflows.
- **Compliant & Secure** — Keep legal and financial documents audit-ready, trackable, and securely managed in Salesforce.
- **Real-Time Event Tracking** — Every file import triggers a platform event, allowing teams to automate actions like record updates, notifications, or document processing.

## More use cases to explore

### Create Docs with Merge Fields

Auto-generate and store documents using Salesforce data—no manual file handling needed.

### Auto-Sort Email Attachments

Automatically route case-related email attachments into structured Salesforce sub-folders.

### Experience Cloud Auto-Sharing

Automatically share case folders with Experience Cloud users based on defined rules.

## CloudFiles is a game-changer for Service Cloud

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 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**

> "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**

> "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**

> "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 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 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**

> "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 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**

## 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)

## Book a Demo

CloudFiles’ document management streamlines marketing and sales workflows, boosting efficiency while saving time and money.

[Book a Demo](https://meet.cloudfiles.io/salesforce?utm_content=sf-use-cases-external-storage-to-salesforce-footer)