Requesting/Collecting files from Experience cloud users
Collecting documents from customers, partners, or vendors through Salesforce Experience Cloud is often messy and unorganized. CloudFiles simplifies the process, allowing teams to request and receive files effortlessly—without requiring external storage access. With automated tagging, real-time notifications, and seamless integration, submitted files are instantly sorted and linked to the right records, keeping everything structured and accessible.
Loved and trusted
by companies across industries — from finance, real estate to healthcare.
Seamless File Collection in 3 Simple Steps
Collect, Organize & Track Files – Without the Hassle
Request Files via Experience Cloud Forms
Let users upload documents directly through secure Experience Cloud forms.
Auto-Organize & Tag Submissions
Files are instantly sorted, tagged, and linked to the right records for easy access.
Notify Teams & Track Uploads
Get real-time alerts when files are submitted, ensuring nothing gets missed.
Hassle-Free File Collection & Organization
CloudFiles makes file collection effortless, keeping teams organized while ensuring a smooth experience
Simplified File Requests
Easily collect KYC documents, applications, contracts, and more without email back-and-forth.
No Storage Access Needed
Users can upload files directly, without requiring access to external storage platforms.
Automated Organization
Files are instantly tagged, sorted, and linked to relevant Salesforce records.
Real-Time Notifications
Automatically notify teams when new documents are uploaded.
Secure & Streamlined Process
Ensure a structured, trackable document submission workflow for a seamless experience.
More Use Cases to Explore
rom Document Generation to Ready-to-go folders—Discover It All
Used across industries
Energy & Utility
Technology & IT
Public Sector
CloudFIles is a game-changer for Experience CLoud
But don’t just take it from us.
4.9/5
4.8/5
4.5/5
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
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' 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 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 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 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
Stay compliant & secure.
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CloudFiles’ document management streamlines marketing and sales workflows, boosting efficiency while saving time and money.
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