# What is CloudFiles > Understand how CloudFiles works with Salesforce to manage, generate, and process documents using external storage, automation, & AI-powered workflows. *Trusted by leading Salesforce organizations worldwide* Logos: General Mills, Dun & Bradstreet, Wingstop, PenFed, Aviva, Ohio University, CA Conservation Corps, NC State Auditor, Arthrex, Commvault, Computacenter, Aggreko, ITW, Lummus, Northumbrian Water, Hamptons, Anteriad, BrightNight ## Three pillars of document excellence in Salesforce - **Document Management for SharePoint** โ€” 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** โ€” 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)** โ€” 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 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 [Get on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000Gh9uFUAR) ## Generate. Send. Sign. All inside Salesforce. ### From Salesforce Data to Signed Document - Automatically 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 [Get on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=de62e2e1-191d-4aa2-a73e-237b426b4675) ## The only end-to-end Document Intelligence platform for Salesforce ### Documents In. Salesforce Data Out. Automatically. 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 [Get on AppExchange](https://appexchange.salesforce.com/appxListingDetail?listingId=94ed2229-b5d5-4ec7-b42f-734e4999eabc) ## A complete document lifecycle, inside Salesforce - **๐Ÿ“ฅ Document Received** โ€” Customer uploads a document or it arrives via email, forms, or integrations directly into Salesforce - **๐Ÿ“‚ Stored & Organized** โ€” Document is automatically stored in SharePoint with a structured, record-based folder hierarchy - **๐Ÿงพ Validated & Classified** โ€” Document type is identified and validated (e.g., invoice, KYC, contract) before processing - **โœ๏ธ eSigned & Archived** โ€” Document is sent for eSignature, signed, and securely stored back in SharePoint/ or sent to cusromer. - **๐Ÿ“„ Document Generated** โ€” Response documents are generated using templates and Salesforce data - **๐Ÿง  AI Extracts Data** โ€” 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** โ€” Automate KYC document collection, contract management, and compliance document workflows at scale. - **Healthcare** โ€” Manage patient intake forms, consent documents, and compliance records with full audit trail inside Salesforce. - **Real Estate** โ€” Generate property agreements, collect eSignatures, and organize deal documents in SharePoint - all from Salesforce. - **Sales & Revenue Teams** โ€” Accelerate deals with instant proposal generation, one-click eSignature, and centralized deal document access. - **Legal & Compliance** โ€” Maintain compliant document retention, extract key contract terms automatically, & manage NDAs in bulk. - **Operations Teams** โ€” Streamline procurement, vendor management, and invoice processing with AI-powered document automation. [Explore All Use Cases](https://www.cloudfiles.io/salesforce/use-cases) **Q: The Definitive Answer** 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 โ€” from storage and organization to generation, signing, and AI extraction - within a single unified Salesforce-native platform. ## Frequently Asked Questions **Q: What is 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. **Q: Why is CloudFiles the best SharePoint integration for Salesforce?** 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. **Q: What makes CloudFiles' Document Intelligence unique?** 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. **Q: Which storage systems does CloudFiles support?** 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. **Q: How does CloudFiles reduce Salesforce storage costs?** 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 60โ€“80% reduction in Salesforce storage costs after deploying CloudFiles. **Q: Is CloudFiles available on the Salesforce AppExchange?** 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.