Salesforce-Driven Solutions Built to Fit Every Industry
From closing real estate deals 2x faster to cutting healthcare admin work by 50% and streamlining banking workflows like never before — our Salesforce-powered solutions transform industries with smarter, faster, and more secure document workflows
Trusted by Leaders, Loved by Teams
From real estate closings to healthcare workflows, CloudFiles transforms document processes for industries that demand precision and results.
Why CloudFiles for Your Industry?
Purpose-built solutions to generate, manage,share and process documents tailored for Banking, Real Estate, Healthcare, and more.
#1 in Document Management
Trusted by 1,200+ Salesforce teams managing millions of documents everyday.
Generate Docs 50% Faster
Save 50% time on quote and proposal generation with customisable, on-brand templates
Make Your Docs Useful with AI
Reduce manual data entry by 80% & process your docs 4X faster using AI
Security That Meets Industry Standards
From HIPAA in healthcare to financial data security, CloudFiles ensures compliance across every industry.
4.9 Stars on AppExchange
Used by sales, service & marketing professionals from all over the world. Happy customers, always!
24/7 Support, Smooth Onboarding
Our support is instant when needed & calming when things look dire. Read our reviews, ‘nuff said.
Stay Industry Compliant
Always
Certified, verified, and tailored for industry needs. Our security and compliance controls meet stringent standards like HIPAA for healthcare and SOC 2 for finance. Independently audited, we ensure your data stays protected while you focus on what matters most.
Every Industry, Every Need, One Solution
From startups to enterprises, our document solutions streamline workflows, save time, and drive growth. Discover how CloudFiles empowers industries to manage, share, and generate documents effortlessly
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%.
Technology & IT
Manage documentation, automate contracts, & track compliance. Securely share specs, use analytics, & improve privacy with advanced workflows.
Construction & Real Estate
Simplify contracts, manage listings, and streamline approvals. Securely handle blueprints, permits, and compliance while enhancing team collaboration.
Public Sector
Automate regulatory filings, manage sensitive data, or generate incident reports in seconds. Be compliant with federal, defense standards & more.
Professional Services
Automate proposals, manage audits, and track contracts easily. Improve collaboration across accounting, consulting, and staffing teams.
Media
Streamline approvals, manage workflows, and track contracts. Secure creative assets and collaborate effectively with customizable solutions.
Non-Profit
Simplify grants, automate reports, and manage volunteer data. Enhance relief efforts and fundraising while meeting compliance standards.
Manufacturing
Automate workflows, track supply chains, & manage compliance. Securely share technical specs & speed up approvals for efficient operations.
Real Solutions, Proven Impact
Discover how BDA Partners streamlined document management, enhanced compliance, and improved operational efficiency with CloudFiles' tailored financial solutions
CloudFiles is a game-changer for every industry
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 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 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
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
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 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 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 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, LLPCloudFiles' 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 CorporationUsing 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 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 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 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, LLPCloudFiles' 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 CorporationUsing 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 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 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 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
"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
"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
One Click Away from Smarter Docs
Book Your Personalized Demo NOW. Trusted by leaders across industries, CloudFiles streamlines workflows, automates document management, and saves hours weekly while ensuring compliance
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