The Salesforce-CloudFiles integration provides various touchpoints inside Salesforce including widgets, cuetom objects, apex, flow actions and a whole lot more to enable file automations & sharing.
AN AUTOMATION-FIRST APP
CloudFiles offers a variety of Salesforce custom objects, flow components & apex support that can together create automated implementations for each of the use-cases mentioned -
CloudFiles addresses a number of file related pain points for sales, marketing as well as service teams using Salesforce.
Access latest content easily from any Salesforce object. Associate files and folders for later use. Use analytics to improve follow-ups and conversions. Automate processes using workflows.
Generate leads and gather analytics on existing leads for better qualififcation. Push data into Salesforce and use flows & reports for better tracking.
Consolidate libraries and access from the right Salesforce objects. Share files and folders as datarooms and receive files from clients and automate Salesforce processes.
CloudFiles Folder connect widget lets users see the contents of a folder on a widget on any Salesforce object. The folder can be in any cloud storage. Users can also search, preview and perform a host of other operations. Folder connection can be automated as well.
CloudFiles offers various widgets to transfer files to any cloud storage manually as well as automatically.
You can contact us through a variety of ways. Tell us your use-case in advance for a speedy implementation.
Our team can quickly show you around the app. Book a slot .
Have a small question? Ping us on chat. We are usually active.
Have a larger query? Email us at firstname.lastname@example.org
You can also call us at +1 646 632 2826
Check out the following pages for a variety of other things that are possible using CloudFiles