Secure dataroom sharing for Salesforce documents
CloudFiles bundles files and folders from any connected storage behind one secure, trackable link, no email attachments, no separate app. Set an expiration date, see who opened it, and collect a missing document back through the same link.
Salesforce was never built to package files for an outside reader
A deal needs three documents from three different folders sent to one buyer. A support case needs a signed form back. Neither has a single link in Salesforce by default.
Without CloudFiles
- Files live in different systems, so someone stitches together separate email attachments or separate SharePoint links by hand
- A shared file carries no record of who opened it, when, or whether they ever came back
- Collecting a document back means asking for an email attachment, with no fixed destination and no reminder if it never arrives
With CloudFiles
- Files and folders from any connected storage bundle behind one dataroom link, generated by a Create Dataroom flow action or from the CloudFiles widget
- Every dataroom link tracks views, downloads and time spent per viewer, so it's clear whether the recipient ever opened it
- A file request lives inside the same dataroom, so a missing document comes back through the identical link the recipient already has
What a CloudFiles dataroom actually is
One link, many platforms
Bundle files and folders from SharePoint, Google Drive, OneDrive, Dropbox, Box or AWS S3 into the same dataroom.
Built from a flow, or the widget
Create Dataroom, Add to Dataroom and Create Link are Salesforce flow actions, so a dataroom can be triggered automatically, not just built by hand.
Its own security settings
Every link carries its own password, expiration date, and view or download limits, set before it goes out.
Its own analytics
Views, downloads and time spent per viewer are tracked automatically once a link is opened.
How teams already run secure sharing through Salesforce documents
Real scenarios CloudFiles' Dataroom feature is built to run, sourced from the Salesforce help center.
Bundling deal documents for one buyer
Combine a proposal, a contract draft and supporting files from different folders into one link instead of three separate email attachments.
Collecting a signed form back
Add a file request to the same dataroom link, so a customer can upload the document you're waiting on into the exact folder you configured.
Seeing who actually opened a share
Track total views, unique viewers, downloads and time spent per viewer once a dataroom link is opened.
Locking a link down before sending it
Add a password, an email-validation step or a domain restriction to a dataroom link before it goes out.
Setting a link to expire on its own
Expire a link automatically after a set number of views or a set number of days, so access never outlives the deal it was meant for.
Automating the whole share from a flow
Trigger Create Dataroom, Add to Dataroom and Create Link from a Salesforce flow, so a new Lead or Case gets a shareable link with no manual click.
A dataroom is one piece of a bigger sharing model
File and folder metadata updates→
A dataroom's own folders stay named and tagged correctly because the same metadata automation runs on them, so what a recipient sees never lags behind the Salesforce record.
Permission handling→
Who can create a dataroom, add a file to it or share it externally is controlled by the same granular permissions and ready-made permission sets that govern every other CloudFiles action.
Document management for Salesforce→
Datarooms are one piece of CloudFiles Document Management: the same connected storage, the same widget, the same permission model, applied to files that need to leave Salesforce.
Stay compliant and 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 they are not used to train our AI models.
Secure dataroom sharing, answered directly
Yes. A dataroom can include content from multiple connected storage locations, even across different cloud platforms, behind the one shareable link.
Yes. Link Defaults can expire a link after a set number of views or a set number of days since creation, whichever happens first, and any individual link can override the default.
Yes. Dataroom analytics track total views, unique viewers, downloads and time spent per viewer, accessible from the dataroom's own actions menu.
Yes. A file request added to the dataroom defines a destination folder, and an uploaded file is routed there automatically.
Yes. Security Control lets you restrict access with a password, email-based validation or a domain-level restriction before a link goes out.
Yes. Create Dataroom, Add to Dataroom and Create Link are all Salesforce flow actions, so a new record can generate and populate a shareable dataroom link on its own.
No. A dataroom link is built for an external reader with neither.
Book a demo
See how CloudFiles bundles your own files into a secure dataroom link, tracks who opens it, and collects a missing document straight back through it.