Email-to-Case: Auto-Save & Organize Case Attachments
Managing case-related email attachments manually can be time-consuming and disorganized. CloudFiles enhances Salesforce Email-to-Case by automating attachment storage, organization, and access in connected external storages like SharePoint, Google Drive and more
Loved and trusted
by companies across industries — from finance, real estate to healthcare.
Automate Email-to-Case Attachment in 3 Steps
Seamlessly Store, Organize & Access Case Files in External Storage
Auto-Create Case Folders
Whenever a new case is created in Salesforce, CloudFiles automatically generates a dedicated folder in your connected external storage (SharePoint, Google Drive, OneDrive, Dropbox, etc.).
Sync Email Attachments to Case Folder
As emails with attachments arrive, CloudFiles detects and copies them directly into the corresponding case folder—eliminating manual effort.
Access Files from the CloudFiles Widget
All case-related documents are instantly accessible within Salesforce via the CloudFiles widget, without using up Salesforce storage.
Auto-Sync and Organize Case Files
Let CloudFiles handle email attachments while you focus on delivering exceptional service
90% Faster Case File Management
Automatically store and organize email attachments—no manual intervention needed.
Save 10+ Hours Weekly
Eliminate the hassle of searching, downloading, and manually moving case files.
100% File Visibility
Access all case-related documents instantly from Salesforce records, improving efficiency.
Reduce Errors by 95%
Automated workflows ensure attachments are always stored in the correct case folder.
Seamless Cloud Integration
Sync with SharePoint, Google Drive, OneDrive, Dropbox, Box, and AWS S3 effortlessly.
Scalable & Future-Ready
Manage thousands of cases with zero storage limitations in Salesforce.
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.
Public Sector
Automate regulatory filings, manage sensitive data, or generate incident reports in seconds. Be compliant with federal, defense standards & more.
Technology & IT
Manage documentation, automate contracts, & track compliance. Securely share specs, use analytics, & improve privacy with advanced workflows.
CloudFiles is a game-changer for Service Cloud
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 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' 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.
"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 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
"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
"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' 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
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