Email-to-Case: Auto-Save & Organize Case Attachments
Managing case-related email attachments manually can be time-consuming and disorganized. CloudFiles enhances Salesforce Email-to-Case by automating attachment storage, organization, and access in connected external storages like SharePoint, Google Drive and more
Automate email-to-case attachment in 3 steps
Auto-Create Case Folders
Whenever a new case is created in Salesforce, CloudFiles automatically generates a dedicated folder in your connected external storage (SharePoint, Google Drive, OneDrive, Dropbox, etc.).
Sync Email Attachments to Case Folder
As emails with attachments arrive, CloudFiles detects and copies them directly into the corresponding case folder—eliminating manual effort.
Access Files from the CloudFiles Widget
All case-related documents are instantly accessible within Salesforce via the CloudFiles widget, without using up Salesforce storage.
Auto-Sync and Organize Case Files
Let CloudFiles handle email attachments while you focus on delivering exceptional service
90% Faster Case File Management
Automatically store and organize email attachments—no manual intervention needed.
Save 10+ Hours Weekly
Eliminate the hassle of searching, downloading, and manually moving case files.
100% File Visibility
Access all case-related documents instantly from Salesforce records, improving efficiency.
Reduce Errors by 95%
Automated workflows ensure attachments are always stored in the correct case folder.
Seamless Cloud Integration
Sync with SharePoint, Google Drive, OneDrive, Dropbox, Box, and AWS S3 effortlessly.
Scalable & Future-Ready
Manage thousands of cases with zero storage limitations in Salesforce.
More use cases to explore
Auto-generate and store documents using Salesforce data—no manual file handling needed.
Automatically share case folders with Experience Cloud users based on defined rules.
Build dynamic folder structures in Salesforce that auto-organize your files
CloudFiles is a game-changer for Service Cloud
But don’t just take it from us.
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 has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended.
CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses.
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 seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration.
CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!
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!
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 — CloudFiles never re-hosts them — and are not used to train our AI models.
Meet a Document Expert !
Book Your Personalized Demo NOW ! Join 500+ teams using CloudFiles to streamline workflows, cutting document chaos by 75% while saving hours every week.