Link & Access External Folders Within Salesforce
Manually searching for files across multiple storage platforms slows down productivity. CloudFiles enables customer service teams to link relevant SharePoint, Google Drive, and other storage folders directly to Salesforce records, ensuring seamless access and reducing file duplication.
Loved and trusted
by companies across industries — from finance, real estate to healthcare.
Link External Folders to Salesforce in 3 Steps
CloudFiles lets teams link SharePoint, Google Drive, and other cloud folders to Salesforce records for seamless access and collaboration.
Set Up the CloudFiles Widget
Go to the Salesforce ‘Edit Page’ for any object, drag and drop the CloudFiles widget, then save and activate to enable folder linking.
Link External Folders to Salesforce Records
In the Salesforce record page, locate the CloudFiles widget, click “Select Folder”, & choose a folder from SharePoint, Google Drive, OneDrive, etc to link it instantly.
Work Seamlessly with Linked Folders
Upload, search, preview, edit, and manage files directly from Salesforce while keeping them stored in external folders, ensuring easy access and collaboration.
Save Time & Stay Organized with Linked Folders
Effortlessly connect SharePoint, Google Drive, OneDrive, and more to Salesforce records, eliminating manual file handling and duplication.
Instant Folder Access
Attach external folders to Salesforce records and access files instantly—no more switching between platforms.
Save 10+ Hours Weekly
Eliminate manual folder searching and linking, letting teams focus on more important tasks.
No More File Duplication
Work directly with linked folders instead of creating duplicate copies, ensuring version control and consistency.
100% Visibility & Control
View, search, edit, and manage all files from Salesforce while keeping them securely stored in external storage.
Seamless Storage Integration
Supports SharePoint, Google Drive, OneDrive, Dropbox, Box, and AWS S3 for complete flexibility.
Automate Folder Linking with Flows
Set up Salesforce Flows to automatically create and attach folders when new records are added.
More Use Cases to Explore
From Document Generation to Experience Cloud Sharing—Discover It All
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.
Manufacturing
Automate workflows, track supply chains, & manage compliance. Securely share technical specs & speed up approvals for efficient operations.
Energy & Utility
Automate safety audits, streamline compliance reporting, and securely manage renewable energy proposals. Organize operational blueprints and track maintenance schedules for distribution and generation processes.
CloudFiles is a game-changer.
But don’t just take it from us.
4.9/5
4.8/5
4.5/5
"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/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 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 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 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
"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
"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 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
"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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