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The documents tool
for Salesforce

Connect external files & folders to Salesforce records. Share using secure & trackable links.
Automate processes with flow components, custom objects & Apex

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Polis
Axis
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Connect

Link external folders to any standard or custom object and upload, preview, edit from Salesforce.

Connect external folders to Salesforce records

Manual and automated linking of cloud folders from SharePoint, Google Drive, Box, Dropbox, OneDrive and AWS S3. Widget to upload, preview & download the latest versions right from Salesforce.

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FOLDER CONNECT

Share

Create secure & trackable links for files & folders and share externally or with community users

Discover the right content with tags

Tag your external cloud library using CloudFiles’ tagging feature. Easily float the most relevant content on Salesforce records using CRM data.

DISCOVER

Automate

Use variety of automation components to match your custom sales process and streamline work

Chain together modular flow actions

Create folders, connect to records, create sharing links, set link configurations and even grant and revoke permissions using modular flow actions that can be chained together for complex use-cases.

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FLOW ACTIONS

Security and compliance
at the core

We work with independent experts to verify our security, privacy and compliance controls, and have achieved certification against stringent standards.Learn more

SOC-2 Type II and ISO 27001 certified, GDPR compliant

Encryption of data at rest and in transit

Automated threat detection and response

ISOGDPR
VPATSOC2

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Install in your production/sandbox org or book a personalized demo

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