# Use-Cases - Experience Cloud - Requesting/collecting files from Experience cloud users

> Effortlessly collect, organize & track files in Experience Cloud with CloudFiles—no storage access needed, fully automated

## 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.

[Talk to a Document Expert](https://meet.cloudfiles.io/salesforce?utm_content=sf-use-cases-request-files-experience-cloud-hero)

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## Seamless file collection in 3 simple steps

- **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

### Ready-to-Go Folders

Auto-organize files with dynamic folder structures.

### Document Generation

Automate document creation using Salesforce data.

### Email-to-Case Folders

Automatically sort email attachments into predefined sub-folders, improving case handling speed & efficiency

## CloudFiles is a game-changer for Experience Cloud

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**

> "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.

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)

## Book a Demo

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

[Book a Demo](https://meet.cloudfiles.io/salesforce?utm_content=sf-use-cases-request-files-experience-cloud-footer)