Manual and Dynamic Permissions for Multiple Teams in Salesforce

Manage document access effortlessly in Salesforce with CloudFiles. Ensure secure, role-based control for internal teams and external collaborators, all in just a few clicks.

Permission handling

Loved and trusted

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

  • a
  • a
  • a
  • Warner Brothers discovery
  • a
  • a
  • a
  • a
  • a
  • a

Set Up Permissions in 3 Simple Steps

Configure access with ease, no technical expertise required.

a

Pick the Perfect Permission Set

Choose from CloudFiles' ready-made options: Admin (full access), Standard (core features), or External (limited access) to fit every user role.

a

Assign Permissions in a Click

Permissions are auto-assigned to key users, or you can tweak them with just a few clicks.

Try it now
alt

Automate & Relax

Set up automation flows to handle future assignments effortlessly.

Try it now

Why CloudFiles Permission Handling Stands Out

Unlock powerful benefits that simplify access management

Quick Setup

Configure permissions 80% faster with intuitive controls.

Save 10+ Hours Weekly

Automate user access, freeing up valuable admin time.

Rock-Solid Security

Role-based permissions keep sensitive data protected.

Error-Free Assignments

Reduce manual mistakes by 90% with automation.

Native Salesforce Integration

Seamlessly manage permissions within Salesforce.

Scalable Solution

Effortlessly handle access as your organization grows.

More Use Cases to Explore

From Document Generation to Experience Cloud Sharing—Discover It All

test
ind bg

Used across industries

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

fin

Financial Services

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

Banking
Insurance
Wealth
Assets
health

Healthcare & Life Sciences

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

Providers
Payers
Pharma
MedTech
tech

Technology & IT

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

Software
Hardware
Cloud
ITSM
sec bg

Stay compliant & secure.

Always.

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

soc 2
gdpr
iso
hipaa
sf cert

CloudFiles is a game-changer.

But don’t just take it from us.

Salesforce appexchange ratings

4.9/5

g2-logo

4.8/5

Capterra

4.5/5

  • a

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

    l

    Latha Davuluri

    W. R. Grace & Co.

  • a

    "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."

    j

    Jeremy Ahoyo

    Atlante

  • a

    "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!"

    v

    Vishal Talpallikar

    Aviva

  • z

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

    i

    Irwin Mencias

    Mālama Solar

  • a

    "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."

    a

    Victor Villalobos

    The Financial Interior, LLP

  • z

    "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"

    a

    Mark Salib

    BDA Partners

  • a

    "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."

    a

    Adam Ady

    Anteriad

  • a

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

    a

    Oscar Chacón

    Sagicor Financial Corporation

  • a

    "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!"

    e

    Ed Pashkin

    Rainforest Alliance

  • Book a demo.svg

    Book a demo

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

    Book a demo

    Copyright 2025 CloudFiles Technologies Inc. All Rights Reserved.