# Use-Cases - Service Cloud - Moving files from SF to external storage

> Reduce storage costs and keep Salesforce organized by automatically moving case files, documents, and attachments to external storage using CloudFiles

## Move Files from Salesforce to External Storage Automatically

Reduce storage costs and keep Salesforce organized by automatically moving case files, documents, and attachments to external storage like SharePoint, Google Drive, OneDrive, Dropbox, Box, and AWS S3.

[Read Technical Guide](https://help.cloudfiles.io/salesforce/automatically-moving-files-from-salesforce-storage-to-external-storage) · [Talk to a Document Expert](https://meet.cloudfiles.io/salesforce?utm_content=sf-use-cases-salesforce-to-external-storage-hero)

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## Streamline file storage in 3 easy steps

- **Detect & Capture Uploaded Files** — CloudFiles identifies new files uploaded to Salesforce storage, whether from document generation tools, e-signatures, or manual uploads.
- **Transfer Files to External Storage** — Files are instantly copied to SharePoint, Google Drive, OneDrive, Dropbox, Box, or AWS S3, keeping them accessible while freeing up Salesforce space.
- **Delete Originals to Save Storage** — Once safely transferred, the original file is automatically removed from Salesforce, reducing storage costs and maintaining a clean, organized system.

## Reduce Costs and Stay Organized with CloudFiles

Move Files from Salesforce to External Storage Without Manual Effort

- **Cut Salesforce Storage Costs** — Automatically transfer files to SharePoint, Google Drive, OneDrive, Dropbox, Box, or AWS S3, reducing expensive Salesforce storage usage.
- **Eliminate Manual File Transfers** — No more downloading and re-uploading—files move automatically while staying accessible in Salesforce.
- **Keep Salesforce Lean & Organized** — Prevent clutter by keeping only essential documents in Salesforce while storing others externally.
- **Seamless File Access & Integration** — Transferred files remain linked to Salesforce records, ensuring smooth access without duplication.
- **Complete Control & Automation** — Use Salesforce Flows to automate transfers based on custom triggers, eliminating human error.
- **Scale Effortlessly with Growing Data** — Handle thousands of files without worrying about Salesforce storage limits or performance slowdowns.

## 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.

## CloudFiles is a game-changer.

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 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 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 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**

## 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)

## 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-salesforce-to-external-storage-footer)