Move Files from Salesforce to External Storage Automatically
Reduce storage costs and keep Salesforce organized by automatically moving case files, documents, and attachments to external storage like SharePoint, Google Drive, OneDrive, Dropbox, Box, and AWS S3.
Loved and trusted
by companies across industries — from finance, real estate to healthcare.
Streamline File Storage in 3 Easy Steps
Automatically identify new files, move them to external storage, and keep Salesforce clutter-free.
Detect & Capture Uploaded Files
CloudFiles identifies new files uploaded to Salesforce storage, whether from document generation tools, e-signatures, or manual uploads.
Transfer Files to External Storage
Files are instantly copied to SharePoint, Google Drive, OneDrive, Dropbox, Box, or AWS S3, keeping them accessible while freeing up Salesforce space.
Delete Originals to Save Storage
Once safely transferred, the original file is automatically removed from Salesforce, reducing storage costs and maintaining a clean, organized system.
Reduce Costs and Stay Organized with CloudFiles
Move Files from Salesforce to External Storage Without Manual Effort
Cut Salesforce Storage Costs
Automatically transfer files to SharePoint, Google Drive, OneDrive, Dropbox, Box, or AWS S3, reducing expensive Salesforce storage usage.
Eliminate Manual File Transfers
No more downloading and re-uploading—files move automatically while staying accessible in Salesforce.
Keep Salesforce Lean & Organized
Prevent clutter by keeping only essential documents in Salesforce while storing others externally.
Seamless File Access & Integration
Transferred files remain linked to Salesforce records, ensuring smooth access without duplication.
Complete Control & Automation
Use Salesforce Flows to automate transfers based on custom triggers, eliminating human error.
Scale Effortlessly with Growing Data
Handle thousands of files without worrying about Salesforce storage limits or performance slowdowns.
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.
Construction & Real Estate
Simplify contracts, manage listings, and streamline approvals. Securely handle blueprints, permits, and compliance while enhancing team collaboration.
Technology & IT
Manage documentation, automate contracts, & track compliance. Securely share specs, use analytics, & improve privacy with advanced workflows.
Non-Profit
Simplify grants, automate reports, and manage volunteer data. Enhance relief efforts and fundraising while meeting compliance standards.
CloudFiles is a game-changer.
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 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 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' 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' 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
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