Customisable Automatic Folders For Every Need

Build dynamic folder structures in Salesforce that auto-organize your files, simplify navigation, and eliminate manual work—because your documents deserve more than just ‘storage.’

Ready-to-go folders
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Loved and trusted

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

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Set Up Smart Folders in Just 3 Easy Steps

Quick steps to folder automation, no tech skills needed

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Create Parent folder at your desired location

Set the foundation for organization — quickly create a parent folder in your desired external storage, directly from Salesforce.

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Build sub-folder hierarchy in just few clicks

Effortlessly design a custom sub-folder structure with just a few clicks to suit your unique workflow needs.

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Access the folder in your Salesforce LWC

Seamlessly manage and access your folders and files right from Salesforce Lightning, streamlining your document operations like never before.

Save Time, Reduce Errors, and Boost Productivity

Ditch manual work and let your folders create, structure, and update themselves

80% Faster Setup

Instantly create customized parent and sub-folder hierarchies without lifting a finger.

Save 10+ Hours Weekly

Eliminate repetitive folder creation tasks and focus on growing your business.

100% File Visibility

Access all your files and folders directly from Salesforce records, boosting efficiency.

Reduce Errors by 90%

Automated workflows ensure accurate folder creation and placement every time.

Seamless Integration

Works across major storages like Google Drive, SharePoint, and Dropbox for total flexibility.

Scalable Solution

Manage thousands of records with seamless automation, no matter the size of your organization.

More Use Cases to Explore

From Document Generation to Experience Cloud Sharing—Discover It All

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Used across industries

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

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Financial Services

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

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Healthcare & Life Sciences

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

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Technology & IT

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

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Stay compliant & secure.

Always.

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

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CloudFiles Will Change How You Create Folders

But don’t just take it from us.

Salesforce appexchange ratings

4.9/5

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4.8/5

Capterra

4.5/5

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    "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."

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    Jeremy Ahoyo

    Atlante

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    "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!"

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    Vishal Talpallikar

    Aviva

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

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    Latha Davuluri

    W. R. Grace & Co.

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    "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"

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    Mark Salib

    BDA Partners

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

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    Irwin Mencias

    Mālama Solar

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    "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."

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    Victor Villalobos

    The Financial Interior, LLP

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    "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."

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    Adam Ady

    Anteriad

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

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    Oscar Chacón

    Sagicor Financial Corporation

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    "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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    Ed Pashkin

    Rainforest Alliance

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    Book Your Personalized Demo NOW ! Join 500+ teams using CloudFiles to streamline workflows, cutting document chaos by 75% while saving hours every week.

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