Create a File Connect Uploader using Salesforce Files & CloudFiles Flow Actions
Salesforce Files Connect links cloud storage files but doesn’t support direct uploads. CloudFiles automates file transfers, moving Salesforce files to SharePoint, Google Drive, or Dropbox while keeping them accessible via Files Connect—without using Salesforce storage.
Automate file uploads from Salesforce in 3 steps
Connect External Storage
Integrate Salesforce with external storage platforms like SharePoint, Google Drive, or Dropbox using CloudFiles.
Automate File Transfers
Use "Create File Connect Files" flow action to move files automatically based on predefined rules.
Access Files in Salesforce Without Storage Limits
Files are moved to external storage, linked via Files Connect, and remain accessible within Salesforce records.
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
Auto-generate and store documents using Salesforce data—no manual file handling needed.
Automatically route case-related email attachments into structured Salesforce sub-folders.
Automatically share case folders with Experience Cloud users based on defined rules.
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.
CloudFiles is a Game Changer
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' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses.
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!
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 offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!
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.
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.
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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CloudFiles’ document management streamlines marketing and sales workflows, boosting efficiency while saving time and money.