# Use-Cases - Sales Cloud - Files Connect Uploader

> CloudFiles moves Salesforce files to external storage while keeping them accessible—without using Salesforce storage.

## 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.

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

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## 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

### 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.

## 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)

## 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." — **Jeremy Ahoyo, Atlante**

> "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 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**

> "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 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' 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**

> "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**

> "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**

## 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-files-connect-uploader-footer)