Folio Docs — The Native Document Workspace for Salesforce

Folio Solutions builds native Salesforce applications for teams that live inside their CRM. Our flagship product is Folio Docs: a document editor platform built 100% native to Salesforce. That means no external services, no data leaving your org, and no separate tool to log into. Users' documents live in Salesforce, in the context of the records that drive the business. At Folio Solutions, we focus on doing one thing exceptionally well: making the documents your team relies on first-class citizens of Salesforce, directly connected to the Accounts, Opportunities, Cases, and any other records they're about. Close Plans live on the Opportunity. Account Plans live on the Account. Documentation is only as useful as it is findable, and with Folio Docs, your documents have never been easier to find. Folio Docs also brings document orchestration native to Salesforce, so documents become part of your workflows instead of artifacts sitting beside them. Trigger document creation from record events, automate sharing, and link documents to records automatically. Designed thoughtfully by Salesforce architects who want to fix your document chaos.