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

by CloudFilesSalesforcePaid

Manage external documents from Salesforce Experience Cloud records.

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PRICINGPaid
DEPLOYMENTCloud
CATEGORYProductivity
UPDATED ON MARKETPLACE
CloudFiles Document Management | Connect SharePoint, AWS S3, Azure, Google Drive — screenshot from the Salesforce AppExchange listing

What it does

CloudFiles provides an in-Salesforce browser for opening, uploading, and organizing SharePoint documents from records. Users can associate existing SharePoint files and folders with Salesforce records while retaining SharePoint as the document source. Flow actions and Apex support folder creation based on Salesforce record information. Record-triggered and scheduled Flows can upload Salesforce files to external storage.

Key capabilities

from the Salesforce AppExchange listing

SharePoint file browser

Provides Salesforce access for opening, uploading, organizing, and previewing SharePoint documents.

Record file linking

Associates selected SharePoint files and folders with Salesforce records and objects.

Folder creation automation

Supports Flow actions and Apex for creating SharePoint folders from record data and relationships.

Scheduled file uploads

Supports record-triggered and scheduled Flows for uploading Salesforce files to external storage.

Metadata synchronization

Supports synchronization of document metadata.

External file sharing

Provides expiring links, permission controls, branded portals, and sharing controls managed from Salesforce.

Document activity tracking

Tracks document views, downloads, reader activity, and page-level activity in Salesforce.

Who it's for

The vendor names Experience Cloud users, partners, customers, vendors, and portal users.

How it compares

XfilesPro connects Salesforce with SharePoint, AWS S3, Google Drive, and OneDrive for external file storage, while CloudFiles also lists Azure Blob, Box, and Dropbox integrations, metadata synchronization, and document activity tracking. 24Files describes access to, uploads of, and management of SharePoint files and folders from Salesforce. sFiles describes connections to SharePoint Online sites and document libraries, including automatic creation of complex folder structures. Filenize describes browsing, creating, renaming, and deleting SharePoint files and folders, along with automatic folder hierarchies linked to records.

NamePricingDeploymentUpdated
CloudFiles Document Management | Connect SharePoint, AWS S3, Azure, Google Drivethis pluginPaidCloud
XfilesPro Document Management | Connect SharePoint, S3, Google Drive & OneDrivePaidCloud
DropboxPrice not publishedCloud
24Files | Connect SharePoint with SalesforcePaidCloud
sFiles | Connect to SharePoint Online! (Integrate with Microsoft 365 and Teams)PaidCloud
FilenizePaidCloud

In the catalog

43 plugins in Experience Cloud · Productivity

Price distribution: 19 free, 3 freemium, 21 paid

Pricing & deployment

Platform
Salesforce
Product
Experience Cloud
Deployment
Cloud
Pricing
Paid

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What the vendor says

«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 …»

Official marketplace listing

Publisher
CloudFiles
Updated on marketplace
Facts verified