Is Findhelp - Inbound Referrals Management or CloudFiles | Document automation & sharing platform cheaper?

Findhelp - Inbound Referrals Management is the cheaper option — it offers a free plan (free). CloudFiles | Document automation & sharing platform starts at paid. Both publish their pricing on the Salesforce AppExchange; AppRanks mirrors what's listed on each refresh cycle.

Should I choose Findhelp - Inbound Referrals Management or CloudFiles | Document automation & sharing platform?

AppRanks cannot separate these two on rating, because neither publishes one. CloudFiles | Document automation & sharing platform does carry the larger published review base (160 vs 0). Read both apps' detail pages for the feature breakdown and recent listing changes.

Which is faster to set up, Findhelp - Inbound Referrals Management or CloudFiles | Document automation & sharing platform?

Both apps are one-click installs from the Salesforce AppExchange. CloudFiles | Document automation & sharing platform has the deeper published review base (160 vs 0), which often — though not always — accompanies better-tested setup docs. AppRanks doesn't measure setup time directly: read the recent reviews on each app's detail page for user-reported install experience.

Which works better for small vs large Salesforce AppExchange admins?

Findhelp - Inbound Referrals Management typically suits early-stage and growth-mode teams based on its published review base (0 reviews). CloudFiles | Document automation & sharing platform typically suits early-stage and growth-mode teams based on its published review base (160 reviews). A larger review base generally means the app has been exercised at scale — relevant if you are processing high volume or handling enterprise compliance requirements.

Can I migrate data between Findhelp - Inbound Referrals Management and CloudFiles | Document automation & sharing platform?

Migration support varies by app and category. Findhelp - Inbound Referrals Management and CloudFiles | Document automation & sharing platform both publish their export options on their marketplace listing pages (or in their support docs); some apps offer one-click import from competitors, others require CSV. The fastest check: search "import from Findhelp - Inbound Referrals Management" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.

AppRanks

Findhelp - Inbound vs CloudFiles | Document — Salesforce

CloudFiles | Document automation & sharing platform vs Findhelp - Inbound Referrals Management

Side-by-side comparison · 24 data points

CloudFiles | Document automation & sharing platform

5.0·160reviews

Leading Salesforce SharePoint integration and document automation tool. Built-in Flow actions to automate folder creation, sync record permissions, and share files from records with tracked access. Supports S3, Google Drive, Azure Blob and more.

salesforcepaid

Change

1. Listing metadata

Field-level data

	Findhelp - Inbound Referrals Management	CloudFiles \| Document automation & sharing platform
Tagline	“Connect Findhelp and Salesforce to manage your inbound referrals in one place. Receive inbound referrals from Findhelp directly in Salesforce—view referral details, provide status updates that flow back to Findhelp, close the loop, and report on outcomes.”255 chars	“Leading Salesforce SharePoint integration and document automation tool. Built-in Flow actions to automate folder creation, sync record permissions, and share files from records with tracked access. Supports S3, Google Drive, Azure Blob and more.”245 chars
Description	1119 / 2000 chars56% used	1197 / 2000 chars60% used
Screenshots	—	—
Languages	en	arenfrdeja+2 more
Platforms	Salesforce	Salesforce
Developer	Findhelp	CloudFiles

At a glance

7 metrics · auto-computed

Feature comparison between Findhelp - Inbound Referrals Management and CloudFiles | Document automation & sharing platform
Metric	Findhelp - Inbound Referrals Management	CloudFiles \| Document automation & sharing platform
Rating	—	5.0 ★
Total reviews	0	160
Free plan	★ Yes	—
Pricing	free	paid
Listed features	5	★ 9
Languages	1 supported	7 supported
Listed since	Jun 2026	Aug 2022

AppRanks verdict

Generated from live data on this page

The call

Based on the data on this page, CloudFiles | Document automation & sharing platform is the stronger choice for most Salesforce AppExchange admins — 5.0★ vs Findhelp - Inbound Referrals Management's 0.0★ is a meaningful gap that usually reflects real product or support quality differences across the user base.

Pricing

On pricing, Findhelp - Inbound Referrals Management offers a free tier (free) while CloudFiles | Document automation & sharing platform starts at paid. For early-stage teams validating fit, the free-tier path lets you run the app on real workloads before committing budget.

Review base

CloudFiles | Document automation & sharing platform has the larger user base (160 reviews vs 0), which usually maps to broader integration coverage, faster bug-fix cadence, and a deeper bench of community workflow patterns. Findhelp - Inbound Referrals Management's smaller cohort can be an advantage for niche workflows where the bigger app has accumulated bloat.

Who should pick what

Recommended by size: small/early-stage admins who need fast install and low risk should default to CloudFiles | Document automation & sharing platform; mid-market and enterprise admins with specific feature requirements should evaluate both — Findhelp - Inbound Referrals Management's 0-review base may include the workflow context that matches your specific use case better than CloudFiles | Document automation & sharing platform's broader-but-shallower coverage.

How this is generated

This verdict is generated from the live marketplace data on this page — rating, review count, pricing tier, and category position all refresh from the canonical Salesforce AppExchange listing every 24 hours. AppRanks does not accept payment to influence comparison outcomes; the methodology is documented on the About page and applies identically to every pair on the site.

Read each app's audit: Findhelp - Inbound Referrals Management audit • CloudFiles | Document automation & sharing platform audit

Listed	June 8, 2026	August 3, 2022

Last updated	—	—

2. Features

As listed by each developer

Findhelp - Inbound Referrals Management

Receive program referrals from Findhelp directly in your organization’s Salesforce dashboard.
View referral details including sender’s name, individual’s name, submission date, contact preferences, current referral status, and more—without leaving Salesforce.
Update referral statuses directly from your Salesforce dashboard to close the loop (updates are automatically reflected in Findhelp).
Referrals are linked to Contact objects, making it easy to track outcomes within Salesforce reporting.
Access a list of your inbound referrals directly in Salesforce.

CloudFiles | Document automation & sharing platform

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

4. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	Findhelp - Inbound Referrals Management	CloudFiles \| Document automation & sharing platform
salesforce objects	Not ranked	#1
access	Not ranked	#1
cloudfiles	Not ranked	#2
no separate	#3	Not ranked
directly in	#7	Not ranked

6. App details

Long-form description · keyword frequency

Findhelp - Inbound Referrals Management

Receive inbound referrals from Findhelp directly in Salesforce—view details, provide status updates that flow back to Findhelp, close the loop, and report on outcomes. - View referral details including sender’s name, individual’s name, submission date, contact preferences, current referral status, and more. - Update referral statuses directly from your Salesforce dashboard to close the loop (automatically reflected in Findhelp). - Referrals are linked to Contact objects, making it easy to track outcomes within Salesforce reporting. Please note:: - Referral records may include Protected Health Information (PHI). Before installing, confirm with your Salesforce account team that (a) your Salesforce subscription includes HIPAA-eligible Services and (b) an executed Business Associate Agreement (BAA) is in place with Salesforce covering those Services. - Under the Salesforce ISVForce program, BAA coverage runs directly between Salesforce and the Customer; Findhelp does not hold a BAA with Salesforce on installers' behalf. A separate data sharing agreement with Findhelp is also required prior to first use.

Top keywords

salesforce9×5.59%
findhelp5×3.11%
referral4×2.48%
baa3×1.86%
directly3×1.86%
agreement2×1.24%
close2×1.24%
close the loop2×1.24%
contact2×1.24%
details2×1.24%
loop2×1.24%
name2×1.24%

CloudFiles | Document automation & sharing platform

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.

Top keywords

sharepoint8×4.57%
salesforce7×4.00%
files6×3.43%
cloudfiles5×2.86%
folders4×2.29%
sharepoint files4×2.29%
records3×1.71%
storage3×

CloudFiles | Document automation & sharing platform vs Findhelp - Inbound Referrals Management

CloudFiles | Document automation & sharing platform

1. Listing metadata

Findhelp - Inbound Referrals Management

At a glance

AppRanks verdict

2. Features

3. Categories & rankings

4. Search rankings

5. Activity in the last 90 days

Findhelp - Inbound Referrals Management · 0 changes

CloudFiles | Document automation & sharing platform · 6 changes

6. App details

Frequently asked

Is Findhelp - Inbound Referrals Management or CloudFiles | Document automation & sharing platform cheaper?

Should I choose Findhelp - Inbound Referrals Management or CloudFiles | Document automation & sharing platform?

Which is faster to set up, Findhelp - Inbound Referrals Management or CloudFiles | Document automation & sharing platform?

Which works better for small vs large Salesforce AppExchange admins?

Can I migrate data between Findhelp - Inbound Referrals Management and CloudFiles | Document automation & sharing platform?

See full keyword rankings, install trends, and weekly alerts

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