Effortless File & Folder Management Inside Salesforce

Say goodbye to manual sorting and scattered files. With CloudFiles, manage, organize, and control all your files and folders directly within Salesforce—no more app-switching, just seamless productivity.

Read Technical GuideBook a Demo
File and Folder Management

Loved and trusted

by companies across industries — from finance, real estate to healthcare.

  • a
  • a
  • a
  • Warner Brothers discovery
  • a
  • a
  • a
  • a
  • a
  • a
  • a

Challenges of Managing Files & Folders in Salesforce

Managing files and folders within Salesforce can be cumbersome, creating operational roadblocks

Fragmented File Operations

Basic file operations like uploading, moving, renaming, or deleting may require switching between Salesforce and external storage platforms, causing workflow disruptions.

Manual Folder Organization

Salesforce lacks native support for automated folder creation and linking to records, leading to inconsistent folder structures and time-consuming manual sorting.

Data Inconsistency & Version Control Issues

Without real-time synchronization, file updates aren’t reflected instantly, causing version mismatches, outdated data, and errors across records.

Complex Permission & Security Management

Managing file permissions separately across different platforms increases compliance risks and makes it difficult to control document access within Salesforce.

Limited Bulk Operations & Metadata Visibility:

Limited support for bulk file operations and restricted access to critical metadata (such as file IDs, owner information, and last modified dates) hinder automation capabilities, making large-scale document management inefficient and time-consuming.

Document Management for Salesforce

Organize, collaborate, and maintain control over your documents—all from one central platform.

CloudFiles Document Management

CloudFiles File & Folder Management: Built for Efficiency

CloudFiles automates folder creation, organization, and links them seamlessly to Salesforce records—eliminating manual effort and ensuring data consistency.

Smart Folder Structure & Organization

  • Auto-create & organize folders based on Salesforce records.
  • Pre-configured folder structures for different objects (Accounts, Opportunities, Cases, etc.).
  • Drag & drop files directly into the right record-based folders.
CloudFiles Document Management

File Preview & Inline Editing

  • Preview PDFs, Word, Excel, PPT, images, and videos without downloads.
  • Edit & save Microsoft Office files directly within Salesforce.
  • Annotate and comment on documents in real time.
Learn More
fiel preview

Bulk File Operations & Automation

  • Upload/download multiple files at once.
  • Auto-tag & categorize files for easy retrieval.
  • Automate file movement & organization with Salesforce Flows.
Learn More
bulk file upload

Secure & Compliant File Management

  • GDPR, HIPAA, SOC 2 compliant file handling.
  • Encrypted storage & secure external sharing links.
Learn More
compliance and audit reports
ind bg

Used across industries

CloudFiles’ document management streamlines marketing and sales workflows, boosting efficiency while saving time and money.

fin

Financial Services

Automate loan documents, manage KYC forms, and ensure compliance.Speed up client reporting and improve data privacy with AI-powered workflows.

Banking•
Insurance•
Wealth•
Assets
tech

Technology & IT

Manage documentation, automate contracts, & track compliance. Securely share specs, use analytics, & improve privacy with advanced workflows.

Software•
Hardware•
Cloud•
ITSM
Manufacturing

Manufacturing

Automate workflows, track supply chains, & manage compliance. Securely share technical specs & speed up approvals for efficient operations.

Machinery•
Automotive•
Chemicals•
More
Explore All Indsutries

CloudFiles Use-Cases

See how CloudFiles helps streamline workflows in Salesforce

tech

Daily Reporting

Technology companies create custom records for specific sales uploads for reporting purposes

trans

Auto KYC Entry

Transportation companies classify KYC docs automatically & pull relevant info into fields

food

Meal Planning

Food companies generate meal plans and send them as email attachments for their audience

sec

Incident Reporting

HR teams generate custom incident documents using a variety of screen flow inputs

health

Digitize Medical Records

Hospitals digitize medical prescriptions by auto-reading them into checklist fields

gov

Quick Templates Selection

Govt. contractors generate accurate quotes from hundreds of formats to get paid quickly

Explore All Use-Cases

CloudFiles is a game-changer.

But don’t just take it from us.

Salesforce appexchange ratings
★★
★★
★★
★★
★★

4.9/5

g2-logo
★★
★★
★★
★★
★★

4.8/5

Capterra
★★
★★
★★
★★
★★

4.5/5

  • a

    "CloudFiles has has saved us many hours of repetitive work and boosted our productivity. It has taken our automation capabilities to new heights! Definitely recommended."

    j

    Jeremy Ahoyo

    Atlante

  • a

    "CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses."

    l

    Latha Davuluri

    W. R. Grace & Co.

  • a

    "CloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration."

    a

    Oscar Chacón

    Sagicor Financial Corporation

  • z

    "CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!"

    i

    Irwin Mencias

    Mālama Solar

  • a

    "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!"

    v

    Vishal Talpallikar

    Aviva

  • z

    "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"

    a

    Mark Salib

    BDA Partners

  • a

    "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."

    a

    Adam Ady

    Anteriad

  • a

    "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."

    a

    Victor Villalobos

    The Financial Interior, LLP

  • a

    "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!"

    e

    Ed Pashkin

    Rainforest Alliance

    • sec bg

    Stay compliant & secure.

    Always.

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

    Trust Portal
    soc 2
    gdpr
    iso
    hipaa
    sf cert
    Book a demo.svg

    Book Your Personalized Demo

    You are one Click Away from Smarter Docs. Join 500+ teams using CloudFiles to streamline workflows, cutting document chaos by 75% while saving hours every week.

    Book a Demo
    SOC2GDPRISO27001

    SOLUTIONS

    SalesMarketingService

    RESOURCES

    PricingVideosBlogKnowledge BaseWebinarsBook a demoFree Tools

    LEGAL

    Privacy PolicyTerms of ServiceCookie PolicyAcceptable Use PolicyDisclosure PolicyGDPRDPA

    COMPANY

    About UsCareersStatus
    CONTACT US
    38350 Fremont Blvd,
    Suite 203 Fremont CA
    94536 United States
    +1 336-298-6575

    Copyright 2025 CloudFiles Technologies Inc. All Rights Reserved.