Power Up Your Salesforce with Seamless Storage Integrations
Effortlessly connect, manage, and share files from SharePoint, Google Drive, Dropbox, and more—right inside Salesforce.
Loved and trusted
by companies across industries — from finance, real estate to healthcare.
Hidden Bottlenecks of Managing Files in Salesforce
Managing files across multiple external storage platforms creates complexity, slowing productivity and increasing operational overhead
Fragmented File Access
Files stored across SharePoint, Google Drive, AWS S3, Azure, Dropbox, OneDrive etc are disconnected from your Salesforce records, making it cumbersome to find, view, or update critical documents when needed.
Workflow Disruptions
Constantly switching between apps to perform essential file and folder operations—such as uploading, downloading, moving, renaming, sharing, and deleting files—disrupts your workflow, drains time, and reduces efficiency.
Outdated Information
Without real-time synchronization, file versions and metadata become inconsistent, leading to errors, data mismatches, and missed opportunities.
Compliance Challenges
Inconsistent permission controls, lack of centralized access, and fragmented version tracking pose risks to data security and regulatory compliance.
These barriers result in slower decision-making, lost productivity, and increased compliance risks—hindering business growth and operational efficiency.
Keep Your Documents Right Where Your Team Works
Your documents may reside in an external storage but reps would want everything in Salesforce. CloudFiles integrates with all major storages like SharePoint, AWS S3, and Google Drive, giving your team the flexibility to manage, share, and automate documents directly from Salesforce.
Meet CloudFiles Storage Integrations
Your all-in-one solution for unified file management within Salesforce.
Content Library
- Central dashboard to explore all connected external storages.
- Perform file operations such as upload, download, move, rename, delete, and share—without leaving Salesforce.
Real-Time Synchronization
- Continuous sync for files and folders, ensuring Salesforce always reflects the latest document versions.
- Instant metadata updates, including file properties like size, owner, last modified date, and custom tags.
Metadata Management
- Retrieve detailed metadata (file/folder ID, drive ID, etc.) for Salesforce flow actions and Apex automations.
- Automate repetitive tasks with one-click metadata copying for faster, error-free workflows.
Granular Permission Controls
- Manage file permissions and sharing settings directly within Salesforce.
- Set access levels based on roles, objects, and custom criteria to ensure data security.
Automation Integration
- Trigger Salesforce flows based on file events (e.g., upload, modification, deletion).
- Leverage Apex triggers to build custom automations around document workflows.
Used across industries
CloudFiles’ document management streamlines marketing and sales workflows, boosting efficiency while saving time and money.
Financial Services
Automate loan documents, manage KYC forms, and ensure compliance.Speed up client reporting and improve data privacy with AI-powered workflows.
Healthcare & Life Sciences
Manage patient data, automate claims, and ensure HIPAA compliance. Streamline regulatory sharing and reduce manual tasks by up to 80%.
Construction & Real Estate
Simplify contracts, manage listings, and streamline approvals. Securely handle blueprints, permits, and compliance while enhancing team collaboration.
CloudFiles Use-Cases
See how CloudFiles helps streamline workflows in Salesforce
Organize KYC Docs
Wealth managers upload, organize & verify KYC docs right from Asset records in half the time
Share with customers
Insurance agents share risk management collateral with experience users to engage them
Daily Reporting
Technology companies create custom records for specific sales uploads for reporting purposes
Incident Reporting
HR teams generate custom incident documents using a variety of screen flow inputs
Quick Templates Selection
Govt. contractors generate accurate quotes from hundreds of formats to get paid quickly
Meal Planning
Food companies generate meal plans and send them as email attachments for their audience
CloudFiles is a game-changer.
But don’t just take it from us.
4.9/5
4.8/5
4.5/5
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.
Jeremy AhoyoAtlante
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.
Victor VillalobosThe Financial Interior, LLP
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!
Ed PashkinRainforest Alliance
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!
Vishal TalpallikarAviva
CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses.
Latha DavuluriW. R. Grace & Co.
CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!
Irwin MenciasMālama Solar
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
Mark SalibBDA Partners
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.
Adam AdyAnteriad
CloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration.
Oscar ChacónSagicor Financial Corporation
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.
Jeremy AhoyoAtlanteCloudFiles is incredibly robust and handles our document processes flawlessly. The highly responsive team are true problem solvers. Worth every dollar. Absolutely recommend for Salesforce.
Victor VillalobosThe Financial Interior, LLPUsing CloudFiles' SharePoint integration with Salesforce has saved us on data storage costs. Their support and flow templates for file permissions are excellent. Highly recommended!
Ed PashkinRainforest AllianceCloudFiles 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!
Vishal TalpallikarAvivaCloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses.
Latha DavuluriW. R. Grace & Co.CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!
Irwin MenciasMālama SolarFlawless app with exceptional support. CloudFiles exceeds expectations in testing, implementation, migration, and automation. Highly recommend exploring this solution for connecting file storage to Salesforce
Mark SalibBDA PartnersCloudFiles' SharePoint/Salesforce integration is excellent. The team is collaborative, responsive, and highly knowledgeable. They go the extra mile to meet our needs. Highly recommend.
Adam AdyAnteriadCloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration.
Oscar ChacónSagicor Financial Corporation
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.
Jeremy AhoyoAtlanteCloudFiles is incredibly robust and handles our document processes flawlessly. The highly responsive team are true problem solvers. Worth every dollar. Absolutely recommend for Salesforce.
Victor VillalobosThe Financial Interior, LLPUsing CloudFiles' SharePoint integration with Salesforce has saved us on data storage costs. Their support and flow templates for file permissions are excellent. Highly recommended!
Ed PashkinRainforest AllianceCloudFiles 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!
Vishal TalpallikarAvivaCloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses.
Latha DavuluriW. R. Grace & Co.CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!
Irwin MenciasMālama SolarFlawless app with exceptional support. CloudFiles exceeds expectations in testing, implementation, migration, and automation. Highly recommend exploring this solution for connecting file storage to Salesforce
Mark SalibBDA PartnersCloudFiles' SharePoint/Salesforce integration is excellent. The team is collaborative, responsive, and highly knowledgeable. They go the extra mile to meet our needs. Highly recommend.
Adam AdyAnteriadCloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration.
Oscar ChacónSagicor Financial Corporation
"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."
Jeremy Ahoyo
Atlante
"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."
Victor Villalobos
The Financial Interior, LLP
"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!"
Ed Pashkin
Rainforest Alliance
"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!"
Vishal Talpallikar
Aviva
"CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses."
Latha Davuluri
W. R. Grace & Co.
"CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!"
Irwin Mencias
Mālama Solar
"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"
Mark Salib
BDA Partners
"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."
Adam Ady
Anteriad
"CloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration."
Oscar Chacón
Sagicor Financial Corporation
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We work with independent experts to verify our security, privacy and compliance controls, and have achieved certification against stringent standards.
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