# Use-Cases - Sales Cloud - Ready to go Folders

> Build dynamic folder structures in Salesforce that auto-organize your files, simplify navigation & eliminate manual work

## 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.’

[Read Technical Guide](https://help.cloudfiles.io/salesforce/create-automated-folder-hierarchies-for-managing-external-files-from-salesforce-objects) · [Talk to a Document Expert](https://meet.cloudfiles.io/salesforce?utm_content=sf-use-cases-ready-to-go-folders-hero)

*Loved and trusted*
Logos: General Mills, Dun & Bradstreet, Wingstop, PenFed, Aviva, Ohio University, CA Conservation Corps, NC State Auditor, Arthrex, Commvault, Computacenter, Aggreko, ITW, Lummus, Northumbrian Water, Hamptons, Anteriad, BrightNight

## Set up smart folders in just 3 easy steps

- **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.
- **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.
- **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

### 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 Will Change How You Create Folders

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 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 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 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**

> "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**

## Meet a Document Expert !

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

[Book a Demo](https://meet.cloudfiles.io/salesforce?utm_content=sf-use-cases-ready-to-go-folders-footer)