Document automation for Salesforce Service Cloud
CloudFiles routes every Email-to-Case attachment straight into its case's own folder. Case records connect directly to your own storage, and troubleshooting documents go out through a single tracked link, never an email attachment.
Salesforce was never built to run your case paperwork
A case comes in by email, a customer needs to send a signed form back, and an agent needs a file that lives in SharePoint. None of that is automatically organized in Salesforce until it becomes a problem.
Without CloudFiles
- Email-to-Case attachments land wherever Salesforce puts them, so an agent digs through an email thread to find the one file a case actually needs.
- A case's files live in SharePoint or Google Drive, so an agent switches tools mid-call to reach them.
- A troubleshooting file goes out by email with no record of who opened it or when.
With CloudFiles
- Every Email-to-Case attachment lands in that case's own folder automatically, filed before the agent opens the record.
- A case record links straight to its SharePoint or Google Drive folder, so an agent works from Salesforce without switching tools.
- A troubleshooting file goes out through a tracked dataroom link, so every view and download is logged.
Resolve cases without hunting for a file or switching tools
Case attachments, filed automatically
The moment an Email-to-Case message arrives, CloudFiles copies its attachments into that case's own folder in your connected storage, filed and visible in Salesforce before an agent opens the record.
- Copy Email-to-Case attachments into the case's own folder in SharePoint or Google Drive automatically, on the same flow that creates the case
- Handle any file type or size, with no manual sorting
- View filed attachments from the Files tab in the CloudFiles widget, without leaving the case record
- Extend the same flow to route attachments by file type, into subfolders, or across Salesforce objects
External folders, linked to the record
Link a case, account or opportunity to its own folder in SharePoint, Google Drive or another connected storage, so an agent works with the files without ever leaving Salesforce.
- Link a SharePoint, Google Drive, OneDrive, Dropbox, Box or S3 folder directly to a Salesforce record from the CloudFiles widget
- Preview, upload, search and edit files in that folder from inside the record
- Keep one folder as the single copy, so nothing duplicates between Salesforce and external storage
- Automate the same linking with a flow, so a new record gets its folder attached the moment it's created
Troubleshooting files, shared and tracked
Bundle case files behind a single dataroom link, track exactly who opened it and when, and collect a signed form or a missing file back through that same link.
- Bundle files and folders from multiple storage platforms into one dataroom, shared through a single link
- Set an expiration date and access permissions on the link before sending it
- See total views, unique viewers, downloads and time spent per viewer once the link is opened
- Add a file request to the same dataroom, so a customer can upload a missing document back into it
Case files, organized outside Salesforce
Move closed-case files out of Salesforce and into SharePoint or Google Drive automatically, so active cases stay easy to find and closed ones stay archived rather than cluttering the same list.
- Move files out of Salesforce to SharePoint, Google Drive or another connected storage automatically, on a trigger you set
- Consolidate files from every source, document generation, e-signature, Email-to-Case, or a manual upload, into one external location
- Remove the Salesforce copy only after the external copy is confirmed, never before
- Apply the same flow across your whole org, so every case follows one filing rule instead of an agent's memory
External files, brought into the record
Copy a file that lives in SharePoint or Google Drive into Salesforce as a native file, linked to the record automatically, so a compliance document is where the case actually needs it.
- Copy files from SharePoint, Google Drive, OneDrive, Dropbox, Box or S3 into Salesforce as native Salesforce Files, not just a link
- Attach the copied file to the record's Files related list automatically, with no manual linking step
- Trigger the copy from a flow, or select files and copy them in from the CloudFiles widget's list view
- Get a platform event on every import, so it can kick off a review, an approval or a notification
Why CloudFiles and Service Cloud work as one
Runs on the events Service Cloud already fires
CloudFiles' automations key off actions Service Cloud already performs, like an Email-to-Case message creating a case or a file landing on a record, using a Salesforce flow rather than a second monitoring system.
Lives inside the widget your agents already use
Filed attachments and linked folders surface in the CloudFiles widget placed on the case layout itself, so an agent works from the record instead of switching tools.
Uses Salesforce's own permission-set mechanism
CloudFiles ships its own permission set that plugs into the same Salesforce mechanism your admin already uses everywhere else, assigned and cloned the same way as any other permission set.
Extends through native Salesforce flow
Email-to-Case filing and the moves between Salesforce and external storage already run on flow actions, and the widget's own manual actions, like linking a folder, can be wired into a flow the same way.
Built for how your industry already works
Financial services
Collect, verify and manage KYC, loan and client documents directly from Salesforce. Automate document workflows, share files securely and track client engagement while supporting financial services compliance.
Energy and utilities
Keep inspection reports, compliance filings and contractor paperwork organized and synced between Salesforce and your own storage. Automate folder creation, secure external sharing and permission updates as crews and project teams change.
Manufacturing and industrial
Automate workflows for supply chain paperwork, technical documentation and compliance records. Track approvals and keep critical documents secure across complex, multi-vendor manufacturing operations.
Technology
Manage technical specifications, contracts, proposals, onboarding files and support documents from one connected Salesforce experience. Automate document creation, organization, sharing and tracking to reduce manual work and keep teams aligned.
Public sector and education
Manage high-volume, sensitive document workflows with the compliance and security public sector and education organizations require. Automate folder structures, approvals and secure sharing across federal, state and campus records alike.
Healthcare
Manage patient, claims, clinical and regulatory documents from your CRM while keeping sensitive files protected. Automate document collection, extraction, sharing and approvals with enterprise-grade security and HIPAA-ready workflows.
CloudFiles is what your service team 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 Service Cloud
Yes. The moment an Email-to-Case message arrives, CloudFiles copies its attachments into that case's own folder in your connected storage, filed before an agent opens the record.
Yes. Link a case, account or opportunity to its own external folder from the CloudFiles widget, and preview, upload and search those files without leaving Salesforce.
Yes. A dataroom link tracks total views, unique viewers, downloads and time spent per viewer once it's opened.
Yes. Add a file request to a dataroom, and a customer can upload a document back into the same link they were given to view existing files.
No. The Salesforce copy is removed only after the external copy is confirmed, never before, so a failed transfer never leaves a file stranded.
Yes. CloudFiles copies it in as a native Salesforce File and attaches it to the record's Files related list automatically.
Book a personalized demo
See how CloudFiles files every Email-to-Case attachment automatically, links your case folders straight to Salesforce, and shares troubleshooting files through a tracked dataroom link.