Document automation for Salesforce Sales Cloud
CloudFiles automates the busywork behind every Sales Cloud deal. A Lead's folder follows it into the new Account, quotes generate straight from Salesforce data, and file permissions update automatically as the deal team changes.
Salesforce was never built to run your sales paperwork
A Lead converts, a quote goes out, a deal team changes. None of that is automatically a document problem in Salesforce until it becomes one.
Without CloudFiles
- A Lead's folder stays a Lead's folder after conversion, so a rep manually recreates it under the new Account or spends the first week of a deal hunting for files that already existed.
- Quotes and contracts get built by hand, one merge field at a time, in whatever template is closest.
- Uploaded files stay in Salesforce File storage with no automatic path to your own SharePoint, Google Drive or S3.
- File access is whatever it was set to at creation, until someone remembers to change it when the deal team changes.
With CloudFiles
- A Lead's folder moves into its Account automatically the moment it converts, with nothing to recreate.
- Contracts, quotes and proposals generate straight from Salesforce data through a template, ready for e-signature.
- Uploads move to your own storage automatically and link back through Salesforce Files Connect.
- File permissions update automatically when the deal team changes, so access never lags membership.
Close deals without rebuilding a folder or document by hand
Folders that follow the deal
The moment a Lead converts, its folder moves into the new Account automatically, built to whatever structure your team already uses, so nobody rebuilds it by hand.
- Move a Lead's folder into its Account folder automatically the moment it converts
- Build nested folder structures that mirror your Salesforce object hierarchy, opportunities inside accounts
- Clone folders from a template, with its subfolders and starter files, on record creation
- Update columns and enforce required fields directly on the connected folder
Quotes and contracts from Salesforce data
Build a template once, and CloudFiles pulls the deal's own Salesforce data into it to generate a contract, quote or proposal, ready to send or route for e-signature.
- Build templates in Word, PowerPoint or Excel using merge fields
- Generate contracts, quotes and proposals directly from Salesforce records, in one click or on a flow trigger
- Route a generated document for e-signature without leaving Salesforce
- Merge multiple documents into a single file before sending
Tag files for search and reporting
Sync Salesforce fields onto SharePoint columns automatically, so a folder always carries the deal's own account, region or stage without a rep touching it.
- Sync Salesforce record fields onto SharePoint columns automatically
- Enforce mandatory columns so a file cannot be filed without the metadata your reports need
- Rename a record's connected folder automatically when the record's own name changes
- Trigger a metadata update from a flow, on any field change you choose
Upload in Salesforce, store in your own system
A rep uploads through the same Salesforce Files interface they already use. CloudFiles sends the file to your own storage, links it back through Files Connect, and removes the Salesforce copy once the move is confirmed.
- Keep the native Salesforce Files upload experience reps already know
- Send the uploaded file to your own SharePoint, Google Drive or S3 automatically
- Link the file back to the record through Salesforce Files Connect
- Remove the Salesforce copy only after the external copy is confirmed, never before
Access that follows the deal team
Grant or revoke read and write access on a file or folder the moment someone joins or leaves the deal team, so access never lags who is actually on the account.
- Grant and revoke file and folder access automatically when team membership changes
- Set read or write access per person, not just per team
- Apply the same permission logic to files and folders alike
- Update access from a flow, on whatever Salesforce trigger fits your process
See it in action on Sales Cloud
Sales-to-service handover efficiency up 35%
When a Lead converts in Sales Cloud, its folder moves into the new Account automatically, so sales and service teams work from the same files with nothing left to refile by hand.
See how Document Management runs your folders, uploads and permissions
Folders, metadata, uploads and permissions on this page are all one product. See the full Document Management story, including Service Cloud and Experience Cloud.
CloudFiles is exactly what your Sales Cloud needs
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.
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!
CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!
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
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.
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.
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, never re-hosted by CloudFiles, and are never used to train our AI models.
Questions about document automation on Sales Cloud
Yes. CloudFiles moves the Lead's folder into its new Account folder the moment the Lead converts, built to your own folder structure, so nothing needs recreating by hand.
Yes. Build a template once with merge fields, and CloudFiles pulls the deal's own Salesforce data into it to generate a contract, quote or proposal.
Yes. A document generated in CloudFiles can be routed for e-signature directly, with no separate tool.
Yes. CloudFiles grants or revokes read and write access on a file or folder the moment someone joins or leaves the deal team.
No. The Salesforce copy is removed only after the external copy is confirmed, never before, so a failed upload never leaves a file stranded.
Yes. Record fields sync onto SharePoint columns automatically, and mandatory columns can be enforced so a file can't be filed without the metadata your reports need.
Book a personalized demo
See how CloudFiles moves a Lead's folder automatically, generates your quotes and contracts from Salesforce data, and keeps file access in step with your deal teams.