Share the right files with Experience Cloud users

Sharing files in Experience Cloud shouldn’t be a hassle. With CloudFiles, marketing and service teams can securely share only the right files—brochures, presentations, or videos—while keeping internal documents private. Using manual selective sharing and the "Share with Community" flow action, teams can control exactly what portal users see—no clutter, no risk, just seamless file access.

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Experience cloud sharing

Loved and trusted

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

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Effortless Collateral Sharing in 3 Simple Steps

Securely Share & Track Files with Experience Cloud Users

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Connect External Storage & Salesforce

Link files and folders from SharePoint, Google Drive, OneDrive, Dropbox, Box, or AWS S3 to Salesforce records.

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Select & Share Files with Community Users

Use the "Share with Community" flow action to grant access to files based on specific users, groups, or records in Experience Cloud.

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Track Engagement & Manage Access

Monitor downloads, views, and interactions while controlling permissions for each user.

Secure, Targeted & Trackable File Sharing in Experience Cloud

Share the Right Files with the Right Users, Effortlessly

Targeted File Sharing

Share documents with specific users, partners, or groups in Experience Cloud.

Customizable Access Controls

Set visibility based on user roles, profiles, or record-level permissions.

Real-Time File Syncing

Automatically update shared content in Experience Cloud when files change in external storage.

Seamless External Storage Integration

Supports SharePoint, Google Drive, OneDrive, Dropbox, Box, and AWS S3 for effortless sharing.

Engagement Tracking & Analytics

Track file views, downloads, and user interactions for better insights.

No File Duplication, Always Up to Date

Ensure users always access the latest version of files without manual uploads.

More Use Cases to Explore

From Document Generation to Ready-to-go folders—Discover It All

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Used across industries

CloudFiles’ document management streamlines marketing and sales workflows, boosting efficiency while saving time and money.

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Financial Services

Automate loan documents, manage KYC forms, and ensure compliance.Speed up client reporting and improve data privacy with AI-powered workflows.

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Assets
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Technology & IT

Manage documentation, automate contracts, & track compliance. Securely share specs, use analytics, & improve privacy with advanced workflows.

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Energy & Utility

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.

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Water
Explore All Industries

CloudFiles is a game-changer.

But don’t just take it from us.

Salesforce appexchange ratings
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4.9/5

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4.8/5

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4.5/5

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    "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."

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    Jeremy Ahoyo

    Atlante

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    "CloudFiles seamlessly integrates OneDrive with Salesforce, offers flexible Apex actions, and provides outstanding support. Vishesh and team ensured a smooth setup and file migration."

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    Oscar Chacón

    Sagicor Financial Corporation

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    "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!"

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    Vishal Talpallikar

    Aviva

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    "CloudFiles offers great value for connecting storage solutions. Automate tasks like folder creation and file copying. Excellent support at no extra cost. Highly recommend!"

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    Irwin Mencias

    Mālama Solar

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    "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"

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    Mark Salib

    BDA Partners

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    "CloudFiles' SharePoint integration with Salesforce has reduced data storage costs, simplified document management, and enhanced efficiency. Outstanding support. Highly recommend for reducing storage expenses."

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    Latha Davuluri

    W. R. Grace & Co.

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    "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."

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    Victor Villalobos

    The Financial Interior, LLP

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    "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."

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    Adam Ady

    Anteriad

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    "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!"

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    Ed Pashkin

    Rainforest Alliance

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    Stay compliant & secure.

    Always.

    We work with independent experts to verify our security, privacy and compliance controls, and have achieved certification against stringent standards.

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    One Click Away from Smarter Docs

    Book Your Personalized Demo NOW ! Join 500+ teams using CloudFiles to streamline workflows, cutting document chaos by 75% while saving hours every week.

    One Click Away from Smarter Docs
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