CloudFiles | Document automation & sharing platform for Salesforce AppExchange
By CloudFiles
CloudFiles | Document automation & sharing platform is the #2 ranked quotes and orders app on Salesforce, with a 5.0 average rating from 160 reviews, as a paid app, as of Sep 11, 2026.
CloudFiles | Document automation & sharing platform is a Salesforce AppExchange app by CloudFiles. With a rating of 5.0★ from 160 reviews, it currently ranks #2 in the Quotes And Orders category.
AppRanks data: CloudFiles | Document automation & sharing platform ranks #2 in Quotes And Orders on Salesforce AppExchange, placing it in the top 1% of that category.
AppRanks verdict
Generated from live marketplace data — refreshed daily
CloudFiles | Document automation & sharing platform is a category-leading Salesforce app with a growing review traction. It is listed in the Quotes And Orders category on Salesforce AppExchange, which AppRanks treats as the canonical taxonomy node for ranking and competitor comparison. 160 reviews put it in the early-traction tier — useful for early-stage stores willing to be on the leading edge. Early-traction review counts are sensitive to single launch periods or feature events, so a 30-day re-check before bigger commitments often resolves whether the trend is sustained. Paid-only pricing means evaluating fit on the marketplace listing or via the developer's documentation before installing. AppRanks tracks rating, review count, pricing tier, and category position daily — the figures on this page reflect the most recent scrape from the canonical Salesforce AppExchange listing.
Pros
- +High average rating (5.0★) signals consistent merchant satisfaction
- +Published by CloudFiles — established developer track record
Cons
- −Paid-only pricing (paid) — evaluation requires committing payment details
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About CloudFiles | Document automation & sharing platform
How CloudFiles | Document automation & sharing platform works
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.
Key features
- SharePoint files on Salesforce records, standard and custom objects Preview, upload and organize documents on Opportunities, Accounts, Cases and any custom object without leaving Salesforce. CloudFiles keeps file references and activity on the Salesforce
- Salesforce document storage on SharePoint, OneDrive, Google Drive, S3 or Box Every Salesforce document lives in storage your company already owns and governs, and appears on the record where your team works. Storage permissions mirror Salesforce team memb
- Document automation for Salesforce, built on your own SharePoint CloudFiles Document Management searches your libraries from Salesforce, syncs metadata between Salesforce fields and file properties, and gives every record a folder named and placed by the
- Bi-directional SharePoint sync for Salesforce custom objects Connect any custom object to a SharePoint document library. Folders are created with the record, changes are reflected both ways, and every action is available to Flow and Apex for the builds th
- Share Salesforce documents externally with no SharePoint login Expiring links with view, download and password controls, branded portals for customers, vendors and partners, and a record of who opened what. Any link can be revoked from Salesforce after it
- Document engagement analytics inside Salesforce See who opened a document, what they downloaded and which pages they read, on the record and in Salesforce reports, so document activity sits next to the opportunity it belongs to.
- Automate SharePoint folder creation and file upload from Salesforce Create folders, move files and apply your own naming rules from Flow, Apex or the API. The folder structure follows the record, so it still makes sense a year later without an admin maint
- SharePoint document access for Experience Cloud and portal users Partners and customers reach the documents they should see inside your community, with permissions and sharing controls set in Salesforce, and no storage account of their own to hold.
- ISO 27001 certified, SOC 2 Type II audited, HIPAA and GDPR compliant Certified to ISO 27001:2022, ISO 27017:2015 and ISO 27018:2019, and independently audited for SOC 2 Type II. Compliant with HIPAA and GDPR, with data residency in the US, EU, UK or Austr
Standardized capabilities
Normalized capabilities detected for this app, comparable across the marketplace.
- Access ControlManage user permissions and access levels for your content and features.
- SharePoint IntegrationConnect your applications with SharePoint for improved document management.
Category rankings
As of Sep 11, 2026- Quotes And Orders#2of 214Top 1%
- Admin And Developer Tools#6of 533Top 2%
- Document Management#6of 182Top 4%
- Integration#6of 358Top 2%
- Productivity#9of 1,662Top 1%
- It And Administration#17of 1,497Top 2%
- Sales#21of 1,766Top 2%
See 90-day rank history for each category
Track daily rank changes, category shifts, and position volatility.
Keyword rankings
CloudFiles | Document automation & sharing platform ranks for 76 keywords across Salesforce AppExchange. Here are the top 3:
- Rank #1
- 2.accessRank #1
- Rank #2
Competitors & alternatives
CloudFiles | Document automation & sharing platform doesn't have curated competitor matchups yet. Other tracked quotes and orders apps on Salesforce:
Frequently asked questions
What is CloudFiles | Document automation & sharing platform?
CloudFiles | Document automation & sharing platform is an app for Salesforce. It currently holds a 5.0-star rating from 160 merchant reviews, and it has been listed on the marketplace since 2022. It is listed under the Quotes And Orders category on AppRanks, where you can see its current category position, review-velocity trend, and how it compares against the top alternatives in the same space. Developed by CloudFiles.
Is CloudFiles | Document automation & sharing platform free?
CloudFiles | Document automation & sharing platform does not offer a permanent free plan on Salesforce. Pricing starts at paid. Trial availability and exact billing terms are mirrored from the live Salesforce listing and may change between refresh cycles, so always confirm the headline price on the source marketplace before installing.
Who uses CloudFiles | Document automation & sharing platform?
CloudFiles | Document automation & sharing platform is actively installed across Salesforce stores tracked by AppRanks. Its review base of 160 suggests adoption is concentrated in growth-stage and mid-market stores. It is part of the Quotes And Orders category on Salesforce.
Where does CloudFiles | Document automation & sharing platform rank on Salesforce?
CloudFiles | Document automation & sharing platform currently sits at position #2 in the Quotes And Orders category on Salesforce. That places it in the top 1% of 214 apps tracked in the same category. Category positions are read from the live marketplace ranking and refresh on each scrape, so the number you see here reflects the most recent crawl rather than a long-running average.
What does CloudFiles | Document automation & sharing platform integrate with?
CloudFiles | Document automation & sharing platform lists 7 integrations on its Salesforce marketplace page. The most prominent are Sales Cloud, Service Cloud, Experience Cloud, Sales Cloud, Service Cloud, Experience Cloud, plus 1 additional integration listed on the marketplace page. Integration data is mirrored from the live Salesforce listing on each refresh, so the set above tracks whatever the developer has currently published — it does not reflect deeper compatibility AppRanks has not been able to verify from public data.
What languages does CloudFiles | Document automation & sharing platform support?
CloudFiles | Document automation & sharing platform declares support for 7 languages on its Salesforce marketplace listing: ar, en, fr, de, ja, ko, with 1 additional locale documented on the marketplace listing. Language coverage is the locale set the developer has explicitly translated the app interface into — a broader set typically maps to a developer with international merchant traction.