CloudFiles Document Management | Connect SharePoint, AWS S3, Azure, Google Drive

Integrate SharePoint files into Salesforce records and objects Work with documents across Opportunities, Accounts, Cases, and custom objects without leaving Salesforce. Preview, upload, and organise files while eliminating Salesforce storage usage.

Integrate SharePoint as external document storage for Salesforce Move Salesforce files to SharePoint, Box, or AWS-backed storage in real time while keeping documents accessible directly from Sales Cloud records.

Integrate SharePoint for complete external file management in Salesforce The best app to manage SharePoint files inside Salesforce with advanced search, metadata sync, automated folder structures, and full document lifecycle control.

Bi-directional SharePoint integration for Salesforce custom objects Connect custom objects to SharePoint document libraries with auto-created folders, real-time sync, and support for complex Flow and Apex automations.

Integrate SharePoint for secure external file sharing from Salesforce Share files externally using expiring links, granular permissions, branded portals, and secure access for customers, vendors, and partners - no SharePoint login required.

Document engagement analytics - track views, downloads, and page-level activity in Salesforce Monitor document engagement directly from Salesforce with detailed analytics on views, downloads, reader activity, and content performance across shared files.

Automate SharePoint folder creation, file uploads, & folder setup from Salesforce Auto-create & connect SharePoint folders to Salesforce records for Opportunities, Accounts, & custom objects. Upload files using Flows, Apex, APIs, and custom naming rules.

SharePoint document access for Salesforce Experience Cloud and portal users Enable secure document access for Experience Cloud users, partners, and customers while managing permissions and sharing controls entirely from Salesforce.

Enterprise compliance for Salesforce SharePoint integration - SOC 2, HIPAA, ISO 27001, ISO 27017, ISO 27018 certified Built for healthcare, financial services, and government organisations requiring enterprise-grade compliance, security, and governance.