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.
Loved and trusted
by companies across industries — from finance, real estate to healthcare.
Set Up Permissions in 3 Simple Steps
Configure access with ease, no technical expertise required.
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.
Assign Permissions in a Click
Permissions are auto-assigned to key users, or you can tweak them with just a few clicks.
Automate & Relax
Set up automation flows to handle future assignments effortlessly.
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
Used across industries
Financial Services
Healthcare & Life Sciences
Technology & IT
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Stay compliant & secure.
CloudFiles is a game-changer.
But don’t just take it from us.
4.9/5
4.8/5
4.5/5
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 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 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 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 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
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' 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
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
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CloudFiles’ document management streamlines marketing and sales workflows, boosting efficiency while saving time and money.
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