Create a File Connect Uploader using Salesforce Files & CloudFiles Flow Actions

Automatically move files from Salesforce to external storage like SharePoint, Google Drive, and Dropbox—optimize storage, save costs, and maintain seamless access with CloudFiles

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Loved and trusted

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

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Automate File Uploads from Salesforce in 3 Steps

Quick, automated, and hassle-free - no technical skill needed

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Connect External Storage

Integrate Salesforce with external storage platforms like SharePoint, Google Drive, or Dropbox using CloudFiles.

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Configure Upload Rules

Set up automation rules using Salesforce Flow to define when files are copied from Salesforce to desired external storage.

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Upload & Optimize

Files are copied from Salesforce to your chosen external storage, and the original file is automatically deleted from Salesforce to optimize storage.

Cut Costs and Simplify File Management

Eliminate storage limits and manual uploads - let CloudFiles handle file transfers effortlessly

Reduce Salesforce Storage Costs

Automatically offload large files to external storage while keeping them accessible in Salesforce.

Seamless User Experience

Files are stored externally but remain easily accessible within Salesforce records

Automated File Transfers

Eliminate manual uploads—automate file movement with Flow actions.

Real-Time Synchronization

Instantly reflect file changes in both Salesforce and external storage.

Secure Data Handling

Ensure secure file transfers with enterprise-grade encryption and access control.

Preserve Folder Structure

Maintain folder hierarchies when transferring files to external storage.

More Use Cases to Explore

From Document Generation to Experience Cloud Sharing—Discover It All

CloudFiles Document Generation
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Used across industries

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

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Financial Services

Automate loan documents, manage KYC forms, and ensure compliance.Speed up client reporting and improve data privacy with AI-powered workflows.

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Healthcare & Life Sciences

Manage patient data, automate claims, and ensure HIPAA compliance. Streamline regulatory sharing and reduce manual tasks by up to 80%.

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Technology & IT

Manage documentation, automate contracts, & track compliance. Securely share specs, use analytics, & improve privacy with advanced workflows.

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Stay compliant & secure.

Always.

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

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CloudFile is a Game Changer

But don’t just take it from us.

Salesforce appexchange ratings

4.9/5

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4.8/5

Capterra

4.5/5

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    "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."

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    Jeremy Ahoyo

    Atlante

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

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    Latha Davuluri

    W. R. Grace & Co.

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    "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!"

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    Vishal Talpallikar

    Aviva

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    "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"

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    Mark Salib

    BDA Partners

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

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    Irwin Mencias

    Mālama Solar

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    "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."

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    Adam Ady

    Anteriad

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

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    Oscar Chacón

    Sagicor Financial Corporation

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    "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."

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    Victor Villalobos

    The Financial Interior, LLP

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    "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!"

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    Ed Pashkin

    Rainforest Alliance

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

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