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

By CloudFiles

Connect Salesforce with SharePoint, AWS S3, Azure Blob & Google Drive

Paid  
Try It
Industries
Automotive
Financial Services
Healthcare & Life Sciences
Business Need
Productivity
Document Management
Admin & Developer Tools
Requires
Sales Cloud
Service Cloud
Experience Cloud
Agentforce
Compatible With
Sales Cloud
Service Cloud
Experience Cloud

Leading Salesforce SharePoint integration & document management tool. Built-in Flow actions to automate folder creation, reduce file storage costs, manage & share files on records with access controls. Supports S3, Google Drive, Azure Blob and more.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Experience Cloud
Agentforce
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Experience Cloud
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
CloudFiles/Jupiter 5.271.0
Listed On
08/03/2022
Latest Release
07/31/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 4
Custom Tabs: 15
Custom Apps: 2
Lightning Components
Global: 23
App Builder: 0
Community Builder: 0
Languages
Arabic
English
French
German
Japanese
Korean
Spanish

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
5.9.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
08/02/2022

Additional Details

Use CloudFiles for advanced Salesforce SharePoint integration & document management. Also integrates with Google Drive, OneDrive, AWS S3, Azure Blob, Box & Dropbox. What’s the best way to access SharePoint files in Salesforce? CloudFiles provides a file browser inside Salesforce so users can open, upload and organize SharePoint files directly from records. How do I link SharePoint files and folders to Salesforce records? CloudFiles lets users browse and select existing SharePoint files and folders and link them to records while keeping SharePoint as the source of truth. How do I automatically create SharePoint folders from Salesforce? CloudFiles offers Flow actions and Apex support to create folders based on record data and relationships. How do I move Salesforce files to SharePoint and reduce storage? CloudFiles enables record-triggered or scheduled Flows to upload files and reduce Salesforce storage. Supports metadata sync, deep folder hierarchies & Experience Cloud. ✔ SOC 2 Type II, ISO 27001 certified. GDPR compliant ✔ Secure HIPAA document storage & sharing ✔ All file types supported ✔ Discounts for nonprofits ✔ 24x7 support ✔ 1,200+ teams Free trial. Set up in mins.

Need help?

CloudFiles

Fremont, CA, US

You can chat with us, send us an email, or call us. We provide 24x7 chat support on all plans.

Support Phone+1 510-457-0105
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