Bring External Files into Salesforce Records

Legal teams often store client documents in SharePoint, Google Drive, or other external storage, making compliance and access management a challenge. CloudFiles automates file imports, bringing the right documents into Salesforce records—ensuring easy access, better organization, and regulatory compliance.

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

Import External Files to Salesforce in 3 Simple Steps

Move Files from Storage to Salesforce – Effortlessly & Securely

Select & Import Files from External Storage

Choose files stored in SharePoint, Google Drive, OneDrive, Dropbox, Box, or AWS S3 and import them into Salesforce.

Attach & Link Files to Records

Automatically associate imported documents with Salesforce Accounts, Opportunities, Cases, or any other record.

Leverage Salesforce for Secure File Management

Use Salesforce automation and security controls to track, manage, and share imported files effortlessly.

Why CloudFiles for External File Import?

Seamless, Secure & Automated File Import for Salesforce

Direct File Import into Salesforce

Copy files from external storage and create Salesforce Files (Content Documents)—no manual downloads or uploads.

Supports Multiple Storage Platforms

Works seamlessly with SharePoint, Google Drive, OneDrive, Dropbox, Box, and AWS S3.

Automated File Association

Attach files to specific Salesforce records, ensuring organized and structured storage.

Trigger Automations & Workflows

Imported files can trigger Salesforce Flows, automate document approvals, or be included in email workflows.

Compliant & Secure

Keep legal and financial documents audit-ready, trackable, and securely managed in Salesforce.

Real-Time Event Tracking

Every file import triggers a platform event, allowing teams to automate actions like record updates, notifications, or document processing.

More Use Cases to Explore

From Document Generation to Experience Cloud Sharing—Discover It All

CloudFiles is a game-changer for Service Cloud

But don’t just take it from us.

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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 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' 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

"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 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

"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 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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