Automate and personalize document creation directly from Salesforce—design custom templates for quotes, contracts, invoices, and more, and generate polished Word documents or PDFs in seconds with seamless integrations.
by companies across industries — from finance, real estate to healthcare.
Quick document creation, no manual work or complex setup required
Install the CloudFiles Word add-in and connect it with Salesforce for seamless data-driven document creation.
Design professional templates with Salesforce fields, images, and formatting, then publish them to Salesforce.
Generate documents manually or automate the process effortlessly using Salesforce Flow and CloudFiles LWC.
Automate document generation with dynamic templates—no manual work, just perfect files
Automate repetitive document creation tasks and focus on what matters most.
Generate professional documents in seconds with ready-to-use templates and automated flows.
Personalize documents with dynamic fields, tables, and images tailored to your business needs.
Eliminate manual errors by using Salesforce data directly in templates.
Generate, manage, and store documents directly within Salesforce for a unified workflow.
Trigger document creation automatically based on Salesforce actions, reducing manual intervention.
Beyond Document Generation—Streamline Every Workflow
CloudFiles’ streamlines marketing and sales workflows, boosting efficiency while saving time and money.
Automate loan documents, manage KYC forms, and ensure compliance.Speed up client reporting and improve data privacy with AI-powered workflows.
Manage patient data, automate claims, and ensure HIPAA compliance. Streamline regulatory sharing and reduce manual tasks by up to 80%.
Manage documentation, automate contracts, & track compliance. Securely share specs, use analytics, & improve privacy with advanced workflows.
We work with independent experts to verify our security, privacy and compliance controls, and have achieved certification against stringent standards.
4.9/5
4.8/5
4.5/5
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.Jeremy AhoyoAtlante
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 VillalobosThe 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 PashkinRainforest Alliance
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 MenciasMālama Solar
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 DavuluriW. R. Grace & Co.
Flawless app with exceptional support. CloudFiles exceeds expectations in testing, implementation, migration, and automation. Highly recommend exploring this solution for connecting file storage to SalesforceMark SalibBDA Partners
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 ChacónSagicor Financial Corporation
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 TalpallikarAviva
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 AdyAnteriad
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.Jeremy AhoyoAtlante
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 VillalobosThe 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 PashkinRainforest Alliance
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 MenciasMālama Solar
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 DavuluriW. R. Grace & Co.
Flawless app with exceptional support. CloudFiles exceeds expectations in testing, implementation, migration, and automation. Highly recommend exploring this solution for connecting file storage to SalesforceMark SalibBDA Partners
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 ChacónSagicor Financial Corporation
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 TalpallikarAviva
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 AdyAnteriad
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.Jeremy AhoyoAtlante
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 VillalobosThe 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 PashkinRainforest Alliance
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 MenciasMālama Solar
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 DavuluriW. R. Grace & Co.
Flawless app with exceptional support. CloudFiles exceeds expectations in testing, implementation, migration, and automation. Highly recommend exploring this solution for connecting file storage to SalesforceMark SalibBDA Partners
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 ChacónSagicor Financial Corporation
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 TalpallikarAviva
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 AdyAnteriad
"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."
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 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 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.
"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 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 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' 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’ document management streamlines marketing and sales workflows, boosting efficiency while saving time and money.
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