# Use-Cases - Service Cloud - Dataroom based sharing & receiving

> Manually managing sensitive documents risks security & inefficiency. CloudFiles lets support teams securely share and receive files with full control.

## Share & Receive Files with Full Control Using CloudFiles Dataroom

Managing sensitive documents manually can lead to security risks and inefficiencies. CloudFiles enables various support teams to share case-sensitive files securely and receive troubleshooting documents with complete control over access, permissions, and tracking.

[Read Technical Guide](https://help.cloudfiles.io/webapp/dataroom-management-in-cloudfiles) · [Talk to a Document Expert](https://meet.cloudfiles.io/salesforce?utm_content=sf-use-cases-secure-datarooms-sharing-hero)

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## Secure file sharing & tracking in 3 simple steps

- **Create a Dataroom** — Log into CloudFiles, navigate to the Datarooms section, and click New Dataroom to create a secure space for file sharing.
- **Add Files & Folders** — Upload or link multiple files and folders from different cloud storages into your Data Room, organizing them into structured groups.
- **Share & Track with Full Control** — Generate a secure link with custom permissions, expiration dates, and security settings, then monitor engagement with detailed analytics.

## Maximize Security & Efficiency with Datarooms

Streamline file sharing & tracking with CloudFiles Datarooms!

- **Share Multiple Files as One Link** — Consolidate files from different sources into a single secure Data Room link for easy sharing.
- **Full Security & Access Control** — Set passwords, expirations, and access restrictions to ensure sensitive data remains protected.
- **Real-Time Engagement Tracking** — Monitor views, downloads, and interactions to stay informed on recipient activity.
- **Flexible Storage & Integration** — Pull files from SharePoint, Google Drive, OneDrive, Dropbox, Box, and AWS S3 into your Data Room.
- **Request & Collect Files Securely** — Enable recipients to upload files directly into your Data Room, making collaboration seamless and organized.
- **Instant Link Updates** — Make changes to files or permissions anytime—updates reflect instantly without resending the link.

## More use cases to explore

### Create Docs with Merge Fields

Auto-generate and store documents using Salesforce data—no manual file handling needed.

### Experience Cloud Auto-Sharing

Automatically share case folders with Experience Cloud users based on defined rules.

### Ready-to-go Folders

Build dynamic folder structures in Salesforce that auto-organize your files

## 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' 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**

> "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 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/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**

> "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-secure-datarooms-sharing-footer)