Should I choose Revenue Intelligence Platform | Forecasting, Pipeline & Deal Insights or CloudFiles | Document automation & sharing platform?

CloudFiles | Document automation & sharing platform holds the higher average rating (5.0★ vs 4.7★). That is the one dimension AppRanks can separate them on here — read both apps' detail pages for the feature breakdown and recent listing changes.

Which is faster to set up, Revenue Intelligence Platform | Forecasting, Pipeline & Deal Insights 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 32), 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?

Revenue Intelligence Platform | Forecasting, Pipeline & Deal Insights typically suits early-stage and growth-mode teams based on its published review base (32 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 Revenue Intelligence Platform | Forecasting, Pipeline & Deal Insights and CloudFiles | Document automation & sharing platform?

Migration support varies by app and category. Revenue Intelligence Platform | Forecasting, Pipeline & Deal Insights 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 Revenue Intelligence Platform | Forecasting, Pipeline & Deal Insights" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.

AppRanks

Revenue Intelligence vs CloudFiles | Document — Salesforce

Revenue Intelligence Platform | Forecasting, Pipeline & Deal Insights vs CloudFiles | Document automation & sharing platform

Side-by-side comparison · 24 data points

Revenue Intelligence Platform | Forecasting, Pipeline & Deal Insights

4.7·32reviews

✓ Understand why your forecast is changing and spot risks ✓ Identify risk in your pipeline and design proactive sales plays to close more deals, faster ✓ Build stronger relationships throughout the customer lifecycle

salesforcepaid

Change

1. Listing metadata

Field-level data

	Revenue Intelligence Platform \| Forecasting, Pipeline & Deal Insights	CloudFiles \| Document automation & sharing platform
Tagline	“✓ Understand why your forecast is changing and spot risks ✓ Identify risk in your pipeline and design proactive sales plays to close more deals, faster ✓ Build stronger relationships throughout the customer lifecycle”216 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	679 / 2000 chars34% used	1197 / 2000 chars60% used
Screenshots	—	—
Languages	en	arenfrdeja+2 more
Platforms	Salesforce	Salesforce
Developer	Ebsta	CloudFiles

At a glance

8 metrics · auto-computed

Feature comparison between Revenue Intelligence Platform | Forecasting, Pipeline & Deal Insights and CloudFiles | Document automation & sharing platform
Metric	Revenue Intelligence Platform \| Forecasting, Pipeline & Deal Insights	CloudFiles \| Document automation & sharing platform
Rating	4.7 ★	★ 5.0 ★
Total reviews	32	★ 160
Free plan	—	—
Pricing	paid	paid
Pricing tiers	1 tier	—
Listed features	3	★ 9
Languages	1 supported	7 supported
Listed since	Jul 2016	Aug 2022

AppRanks verdict

Generated from live data on this page

The call

CloudFiles | Document automation & sharing platform edges out Revenue Intelligence Platform | Forecasting, Pipeline & Deal Insights on rating (5.0★ vs 4.7★), but the gap is small enough that pricing fit and feature differentiation should drive the decision more than the headline number.

Pricing

Pricing entry tiers: Revenue Intelligence Platform | Forecasting, Pipeline & Deal Insights at paid, CloudFiles | Document automation & sharing platform at paid. Check each app's tier structure for the capacity limits you actually need before deciding — the headline number is the same shape, but the gating shape per tier (seats, usage volume, integrations) varies.

Review base

CloudFiles | Document automation & sharing platform has the larger user base (160 reviews vs 32), which usually maps to broader integration coverage, faster bug-fix cadence, and a deeper bench of community workflow patterns. Revenue Intelligence Platform | Forecasting, Pipeline & Deal Insights'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 — Revenue Intelligence Platform | Forecasting, Pipeline & Deal Insights's 32-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: Revenue Intelligence Platform | Forecasting, Pipeline & Deal Insights audit • CloudFiles | Document automation & sharing platform audit

Listed	July 4, 2016	August 3, 2022

Last updated	—	—

3. Features

As listed by each developer

Revenue Intelligence Platform | Forecasting, Pipeline & Deal Insights

• Automatically capture contacts, contact information, emails and meetings in the CRM
• Intelligently “Score” the strength of the relationship in real-time to identify who knows who and where key relationships are going cold through they customer lifecycle
• Spot deals at risk and see which deals to prioritize to ensure you hit quota.

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

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	Revenue Intelligence Platform \| Forecasting, Pipeline & Deal Insights	CloudFiles \| Document automation & sharing platform
salesforce objects	Not ranked	#1
access	Not ranked	#1
cloudfiles	Not ranked	#2
faster and	#3	Not ranked
close deals faster	#3	Not ranked

7. App details

Long-form description · keyword frequency

Revenue Intelligence Platform | Forecasting, Pipeline & Deal Insights

Ebsta helps sales teams have the real-time actionable insights they need to spot risk in their pipeline faster, improve sales performance, and forecast more accurately. ✓ Forecast with confidence - Have confidence in your forecast and make better decisions with accurate, up-to-date opportunity insights. ✓ Identify revenue at risk faster - Discover opportunities at risk faster with real-time trends and engagement insights. ✓ Improve sales performance - Improve the productivity and performance of your sales team with more accurate insights. ✓ Build better sales relationships - Put the "relationship" into CRM by automatically capturing every contact and scoring engagement.

Top keywords

sales5×5.26%
insights4×4.21%
faster3×3.16%
forecast3×3.16%
performance3×3.16%
risk3×3.16%
accurate2×2.11%
better2×2.11%
confidence2×2.11%
engagement2×2.11%
real-time2×2.11%
risk faster2×2.11%

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×

Revenue Intelligence Platform | Forecasting, Pipeline & Deal Insights vs CloudFiles | Document automation & sharing platform

Revenue Intelligence Platform | Forecasting, Pipeline & Deal Insights

1. Listing metadata

CloudFiles | Document automation & sharing platform

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

6. Activity in the last 90 days

Revenue Intelligence Platform | Forecasting, Pipeline & Deal Insights · 0 changes

CloudFiles | Document automation & sharing platform · 6 changes

7. App details

Frequently asked

Is Revenue Intelligence Platform | Forecasting, Pipeline & Deal Insights or CloudFiles | Document automation & sharing platform cheaper?

Which has better reviews, Revenue Intelligence Platform | Forecasting, Pipeline & Deal Insights or CloudFiles | Document automation & sharing platform?

Should I choose Revenue Intelligence Platform | Forecasting, Pipeline & Deal Insights or CloudFiles | Document automation & sharing platform?

Which is faster to set up, Revenue Intelligence Platform | Forecasting, Pipeline & Deal Insights or CloudFiles | Document automation & sharing platform?

See full keyword rankings, install trends, and weekly alerts

More popular comparisons

Which works better for small vs large Salesforce AppExchange admins?

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