Salesforce Notes & Attachment Support with CloudFiles

Salesforce Notes & Attachments utilize Salesforce storage, which can quickly become expensive and difficult to manage. CloudFiles automates the movement, organization, and integration of these files, ensuring efficient storage use, seamless access, and enhanced document management.

CloudFiles - Salesforce Files support

Loved and trusted

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

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Challenges with Salesforce Notes & Attachments

High Salesforce Storage Costs

This is the total number of documents you receive in a month, on average. This is the total number of documents you receive in a month, on average.This is the total number of documents you receive in a month, on average.This is the total number of documents you receive in a month, on average.

  • Every second saved on each field extraction really adds up over the course of a month.
  • No built-in automation to offload files to external storage.

Lack of Structured Organization

  • Attachments remain unstructured and scattered across records.
  • Difficult to categorize, retrieve, or track files efficiently.

No Automated Archiving or External Storage Integration

  • Users must manually download and move attachments to reduce storage usage.
  • No direct integration with Google Drive, SharePoint, OneDrive, AWS S3, Box, Dropbox, etc.

CloudFiles Notes & Attachments Support Features

Automated File Storage Optimization

  • Move Salesforce Notes & Attachments to external storage automatically.
  • Free up Salesforce storage while keeping files accessible from records.
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Seamless Record Linking & Access

  • Even when stored externally, files remain linked to the correct Salesforce records.
  • Users can preview, edit, and manage attachments within Salesforce without downloads.
File and Folder Management

Smart File Organization

  • Auto-create structured folders based on record types and objects.
  • Keep attachments categorized and easy to find in Salesforce or external storage.
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Secure, Compliant & Scalable

  • Ensure GDPR, HIPAA, and SOC 2 compliance for sensitive files.
  • Scale effortlessly with bulk file movement, version control, and secure sharing.
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Used across industries

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

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
Non Profit

Non-Profit

Simplify grants, automate reports, and manage volunteer data. Enhance relief efforts and fundraising while meeting compliance standards.

Environment
Housing
Social
Relief

CloudFiles Use-Cases

See how CloudFiles helps streamline workflows in Salesforce

fin

Organize KYC Docs

Wealth managers upload, organize & verify KYC docs right from Asset records in half the time

gov

Quick Templates Selection

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

law

Split Large Forms

Law firms split identity documents which are often sent in a cumbersome, combined format by the client

tech

Daily Reporting

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

food

Meal Planning

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

health

Digitize Medical Records

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

CloudFiles is a game-changer.

But don’t just take it from us.

Salesforce appexchange ratings

4.9/5

Capterra

4.8/5

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4.5/5

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    "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."

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    Jeremy Ahoyo

    Atlante

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    "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!"

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    Vishal Talpallikar

    Aviva

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    "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"

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    Mark Salib

    BDA Partners

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    "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."

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    Victor Villalobos

    The Financial Interior, LLP

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

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    Irwin Mencias

    Mālama Solar

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

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    Oscar Chacón

    Sagicor Financial Corporation

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    "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."

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    Adam Ady

    Anteriad

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

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    Latha Davuluri

    W. R. Grace & Co.

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    "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!"

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    Ed Pashkin

    Rainforest Alliance

  • compliance

    Stay compliant & secure.

    Always.

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

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