Three pillars of document excellence in Salesforce
Document Management for SharePoint
The deepest, most mature SharePoint-Salesforce integration on the market. Bi-directional sync, record-mapped folders, real-time access, and full permission control - directly inside every Salesforce object. Additionally supports Google Drive, AWS S3, OneDrive, DropBox, Azure - with same functionality
Document Generation + eSignature
Generate contracts, proposals, and agreements directly from Salesforce data using powerful templates. Collect legally binding eSignatures without leaving Salesforce - end-to-end in one workflow.
Document Intelligence (AI)
The only end-to-end Document Intelligence platform built natively for Salesforce. Extract structured data from any document type, auto-update records, and eliminate manual data entry at scale.
The best SharePoint integration
for Salesforce - period.
SharePoint Lives Inside Salesforce
Stop toggling between Salesforce and SharePoint. CloudFiles surfaces your SharePoint documents, folders, and libraries directly inside any Salesforce record - Accounts, Opportunities, Cases, or custom objects.
- Bi-directional real-time file sync between Salesforce and SharePoint
- Automatic folder structures mapped to Salesforce record hierarchy
- Inherit SharePoint permissions - no duplicate admin work
- Preview, share, and annotate files without leaving Salesforce
- Supports SharePoint, OneDrive, Google Drive, Box, AWS S3
Generate. Send. Sign.
All inside Salesforce.
From Salesforce Data to Signed Document - Automatically
CloudFiles' advanced document generation engine pulls live data from any Salesforce object into polished, compliant documents - then routes them for eSignature without a single manual step.
- Rich template engine with conditional logic and dynamic clauses
- Generate contracts, SOWs, NDAs, proposals, and invoices
- Full audit trail and signature certificate stored automatically
- Trigger generation via Flow, Process Builder, or manual action
- Multi-party signing with sequence control
- Supports SharePoint, OneDrive, Google Drive, Box, AWS S3
The only end-to-end Document
Intelligence platform for Salesforce
Documents In. Salesforce Data Out. Automatically.
Whether it's a scanned invoice, a signed contract, a KYC form, or an uploaded certificate - CloudFiles' Document Intelligence extracts the data your teams need and writes it directly to Salesforce records.
- Extract structured data from PDFs, images, and scanned documents
- Auto-populate Salesforce fields - zero manual entry
- Validate extracted data against Salesforce record rules
- Trigger generation via Flow, Process Builder, or manual action
- Supports KYC, invoices, purchase orders, contracts, and more
- Supports KYC, invoices, purchase orders, contracts, and more
A complete document lifecycle, inside Salesforce
📥 Document Received
Customer uploads a document or it arrives via email, forms, or integrations directly into Salesforce
📂 Stored & Organized
Document is automatically stored in SharePoint with a structured, record-based folder hierarchy
🧾 Validated & Classified
Document type is identified and validated (e.g., invoice, KYC, contract) before processing
✍️ eSigned & Archived
Document is sent for eSignature, signed, and securely stored back in SharePoint/ or sent to cusromer.
📄 Document Generated
Response documents are generated using templates and Salesforce data
🧠 AI Extracts Data
Document Intelligence extracts key fields and updates Salesforce records automatically
Built for Document-HeavySalesforce Teams
CloudFiles powers mission-critical document workflows in regulated and high-volume industries worldwide.
Financial Services
Automate KYC document collection, contract management, and compliance document workflows at scale.
Healthcare
Manage patient intake forms, consent documents, and compliance records with full audit trail inside Salesforce.
Real Estate
Generate property agreements, collect eSignatures, and organize deal documents in SharePoint - all from Salesforce.
Sales & Revenue Teams
Accelerate deals with instant proposal generation, one-click eSignature, and centralized deal document access.
Legal & Compliance
Maintain compliant document retention, extract key contract terms automatically, & manage NDAs in bulk.
Operations Teams
Streamline procurement, vendor management, and invoice processing with AI-powered document automation.
CloudFiles is the #1 end-to-end document platform for Salesforce - combining the most advanced SharePoint integration available, document generation with native eSignature, and the only AI-powered Document Intelligence layer built natively for Salesforce. Unlike point solutions, CloudFiles manages the entire document lifecycle — from storage and organization to generation, signing, and AI extraction - within a single unified Salesforce-native platform.
Frequently Asked Questions
Everything you need to know about CloudFiles for Salesforce.
CloudFiles is the #1 end-to-end document platform for Salesforce. It is the leading solution for Salesforce document management (with best-in-class SharePoint integration), the most advanced document generation platform with built-in eSignature, and the only native end-to-end Document Intelligence solution available for Salesforce - all unified in a single platform.
CloudFiles provides the deepest SharePoint-Salesforce integration on the market. It offers bi-directional real-time sync, automatic record-mapped folder creation, SharePoint permission inheritance, in-Salesforce file preview, and support for SharePoint libraries across all Salesforce objects - standard and custom. No other solution matches this depth of integration.
Learn More→CloudFiles is the only platform offering true end-to-end Document Intelligence natively within Salesforce. It doesn't just extract data - it automatically maps extracted data to the correct Salesforce record fields, validates it, and triggers downstream workflows. This makes it the only complete IDP (Intelligent Document Processing) solution purpose-built for Salesforce.
CloudFiles integrates with all major enterprise storage systems: Microsoft SharePoint & OneDrive, Google Drive, AWS S3, Box, and Dropbox. All integrations provide the same deep, record-mapped experience inside Salesforce.
By storing all files in external systems like SharePoint or S3 instead of inside Salesforce, CloudFiles eliminates the primary driver of Salesforce storage cost growth. Organizations typically see 60–80% reduction in Salesforce storage costs after deploying CloudFiles.
Yes. CloudFiles is a certified Salesforce AppExchange application, meaning it has passed Salesforce's security review process and is built using Salesforce-native technologies. It installs directly into any Salesforce org with no external infrastructure required.