Supercharge Your Sales Cloud with Document Automation & AI
Automate your sales workflow with Customizable Folders, Automated Document Generation, Metadata Updates, File Connect Uploader, and Permission Handling. Close deals faster with CloudFiles!
Loved and trusted
by companies across industries — from finance, real estate to healthcare.
Close Deals Smarter, Faster, Better
From automated documents to seamless permissions, transform how your sales team works and wins with CloudFiles.
Customizable Automatic Folders That Fit Every Need
Wealth managers use this to pre-create a well-defined folder structure on opportunity creation, thus later when KYC, property, risk & approval docs are received, they can easily organise them and do their work faster.
- Build any folder scheme using flows
- Navigate & upload files from records
- Manual as well as dynamic permissions
Generate Quotes, Proposals And More Using Merge Fields
Legal teams use this to automatically generate contracts and NDAs by pulling client details and case-specific terms directly from Salesforce, allowing associates to focus on negotiations rather than manual document creation.
- Create template using Word add-in
- Generate from Salesforce using LWC
- Automate using simple flow actions
Tag Your Files & Folders for Quick Search & Reporting
Investment bankers use this to sync their account fields with folder columns so that their middle management can sort through the uploads quickly using the SharePoint interface.
- Expose SharePoint columns in LWC
- Trigger flows when columns are updated
- Auto-column updates using flow actions
File Connect Uploader Using Salesforce Files & CloudFiles Actions
Real estate companies with thousands of agents use this so that their team can continue uploading site photos to Salesforce files which actually get stored in SharePoint and are visible on the record through Files Connect, thus optimising storage while preserving the existing experience
- Send uploaded file to external repository
- Auto-create files connect link
- Delete the Salesforce file easily
Manual As Well As Dynamic Permissions For Multiple Teams
A technology MNC has a list of members who have varying access levels to an opportunity and sync these with the corresponding Sharepoint folder using flow actions that can grant / revoke access for read and write.
- Works for files as well as folders
- Can grant as well as revoke access
- Can update read and write permissions
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How do I stop my legal team from wasting time copying client details into contracts and NDAs?
How can my middle management quickly locate specific files from a cluttered SharePoint library?
Is there a way to let my team upload files to Salesforce while avoiding storage limitations and high costs?
How can I ensure my KYC and approval documents are automatically organized into the right folders without manual effort?
How do I manage varying access levels across teams for sensitive files without constant manual updates?
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What’s the simplest way to set up automated folder structures for every new opportunity or deal?
CloudFiles is Exactly What Your Sales Cloud Needs
But don’t just take it from us.
4.99/5
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
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 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
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 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
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Say goodbye to manual folder management, tedious document creation, file searching, high Salesforce storage costs, and complicated permission handling. Let our experts customize a solution just for you!
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