Transform your Service Cloud with Next-Level Document Automation
Simplify service operations with Email-to-Case Sub-Folders, External Storage Integration, Dataroom-Based Sharing, Automated File Transfers, and Permission Handling. Resolve cases faster with CloudFiles!
Loved and trusted
by companies across industries — from finance, real estate to healthcare.
Deliver Service Smarter, Faster, Better
From case automation to secure file sharing, transform how your service team works and supports customers with CloudFiles.
Organize Case Attachments Effortlessly
Support teams use this to automatically sort attachments into predefined sub-folders, improving case handling speed and efficiency.
- Auto-create sub-folders for each case
- Organize attachments by type
- Simplify case resolution
Link External Storage to Salesforce
Customer service teams link relevant SharePoint or Google Drive folders directly to Salesforce records for easy access.
- Attach external folders to records
- Navigate files in Salesforce
- Reduce file duplication
Share & Receive Files Securely
Tech support teams use this to share case-sensitive documents securely and receive troubleshooting files with full control.
- Share secure file links
- Set expiration & permissions
- Track views/downloads
Optimize Salesforce Storage Usage
Service managers move case files from Salesforce to SharePoint or Google Drive to save costs and keep storage organized.
- Save files to external storage
- Automate transfers
- Keep Salesforce lean
Bring External Files into Salesforce Records
Legal teams bring client documents stored in SharePoint or Google Drive into Salesforce automatically for compliance purposes.
- Sync external storage files
- Automate linking to records
- Reduce manual effort
Didn’t find what you were looking for?
Explore more of our use-cases
You probably have a ton of questions
Get Your Questions Answered
How can I automatically create structured sub-folders for email-to-case attachments to improve case management and ensure nothing is missed?
How can I securely share large files and case-sensitive data with external stakeholders while maintaining full control over permissions?
What’s the best way to connect external storage, like SharePoint or Google Drive, to Salesforce records without disrupting my team’s workflow?
Is there a way to automatically move old or large files from Salesforce to external storage to optimize costs and storage limits?
How do I seamlessly bring files from external storage platforms into Salesforce, ensuring they are linked to the correct records?
What’s the simplest way to set up datarooms for sharing and receiving sensitive files directly within Service Cloud?
CloudFiles Is What Your Service Team Needs
But don’t just take it from us.
4.99/5
4.8/5
4.5/5
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 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 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.
Book a Personalized Demo
CloudFiles’ document management streamlines marketing and sales workflows, boosting efficiency while saving time and money.
Book a Demo
