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

Saves us a significant amount of time and effort

Managing contracts and employee documents has become so much easier since we started using CloudFiles. The platform keeps everything organized in one place and eliminates the endless email threads we used to rely on. Features like secure sharing, version control and automated workflows make collaborating with teams and external partners incredibly smooth. CloudFiles has genuinely streamlined our document management process and the support is fantastic as well.

Great Support!

CloudFiles support is top tier to work with! They are quick, friendly, and adaptable to our scenarios which is so appreciated! We use Document Management to organize different documents across departments of our college and CloudFiles is always willing to help us with those Flow automations.

Outstanding customer support adds to an already great product

What sets CloudFiles apart is its exceptional customer support. Whenever we've encountered issues, their team has been quick to assist, ensuring minimal disruption to our operations.

A scalable, automated approach to document management

CloudFiles completely eliminated our reliance on disorganized Salesforce attachments. We've set it up in such a way that it automatically migrates all related files to SharePoint and generates a secure client portal link with detailed view analytics. The impact has been immediate, significantly reducing storage overhead and manual data handling. Support has been excellent, responsive, knowledgeable and willing to tailor configuration details to our needs, making rollout and optimization straightforward.

CloudFiles has been outstanding

CloudFiles keeps all our documents well organized with automated folder creation, seamless integration with SharePoint. Auto syncing and record linking folders make finding files fast and effortless, while secure sharing and configurable access controls keep everything safe. The platform streamlines repetitive tasks with automated metadata updates and file transfers, saving us hours each week. Sharing and collaboration across teams has become simple and the support team is always helpful and responsive.

Their AI helps us with Invoice management

It's simple but powerful. I recommend it.

Excellent Salesforce and SharePoint Integration

CloudFiles has been a great solution for connecting Salesforce with SharePoint and improving the way we manage documents across both platforms. The integration makes it much easier to access and organize SharePoint files directly from Salesforce without requiring users to constantly move between systems. One of the biggest benefits is being able to keep documents associated with the appropriate Salesforce records while taking advantage of SharePoint for document storage and organization. This has helped create a much more streamlined workflow and reduces the need to store unnecessary files directly in Salesforce. The interface is intuitive, and the ability to automate file and folder management makes the connector especially useful as processes become more complex. I also appreciate that the solution feels like a natural extension of Salesforce rather than a completely separate system. Overall, CloudFiles provides a reliable and practical bridge between Salesforce and SharePoint. For organizations that rely heavily on both platforms and want a more efficient way to manage documents, I would definitely recommend it.

Works exactly as described, or even better

Our's is a simple integration with OneDrive that just works as per our needs. The automations handle our file organization automatically and also helped to modify the logic for a new business process. Response from their support is quick.

CloudFiles has been a valuable addition to our Salesforce ecosystem

After integrating CloudFiles with our Salesforce instance, we've experienced a significant improvement in our document management processes. The ability to manage, share, and automate workflows has enhanced our team's efficiency. Can't imagine going back to our old system. It is flawless and our lifesaver.

Outstanding customer service

The product works well, but it's really the support that sets CloudFiles apart. They have helped point us to the right documentation and solutions for our multi stage document approval process and also built it for us. That level of service is outstanding.