Simplicity Online vs CloudFiles | Document — Salesforce

Simplicity Online vs CloudFiles | Document automation & sharing platform

Name: Simplicity Online
Availability: OnlineOnly
Rating: 5 (1 reviews)

Side-by-side comparison · 24 data points

Simplicity Online

5.0·1reviews

End-to-end business management made simple! Simplicity Online can run your entire business from enquiries, estimating and orders through to final invoicing and receipt of payment giving visibility to your team and clarity to your clients.

salesforcepaid

Change

1. Listing metadata

Field-level data

	Simplicity Online	CloudFiles \| Document automation & sharing platform
Tagline	“End-to-end business management made simple! Simplicity Online can run your entire business from enquiries, estimating and orders through to final invoicing and receipt of payment giving visibility to your team and clarity to your clients.”238 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	1186 / 2000 chars59% used	1197 / 2000 chars60% used
Screenshots	—	—
Languages	en	arenfrdeja+2 more
Platforms	Salesforce	Salesforce
Developer	Simplicity Online	CloudFiles

At a glance

7 metrics · auto-computed

Feature comparison between Simplicity Online and CloudFiles | Document automation & sharing platform
Metric	Simplicity Online	CloudFiles \| Document automation & sharing platform
Rating	★ 5.0 ★	5.0 ★
Total reviews	1	★ 160
Free plan	—	—
Pricing	paid	paid
Listed features	3	★ 9
Languages	1 supported	7 supported
Listed since	Oct 2011	Aug 2022

Listed	October 19, 2011	August 3, 2022

Last updated	—	—

2. Features

As listed by each developer

Simplicity Online

Enquiries/Estimates – Taking enquiries from first point of contact whilst linking with client CRM data enabling estimates to be generated with speed and efficiency.
Orders/Pricing – Converting estimates or quotes into orders using innovative, accurate pricing books from an infinite library allowing complete business clarity.
Invoices/Payments – Invoicing for completed works either in a full or interim basis from your previously agreed orders, making the integrated payment reconciliation easy.

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	Simplicity Online	CloudFiles \| Document automation & sharing platform
salesforce objects	Not ranked	#1
access	Not ranked	#1
cloudfiles	Not ranked	#2
end to end	#4	Not ranked
orders and invoices	#6	Not ranked

6. App details

Long-form description · keyword frequency

Simplicity Online

Our end-to-end business application helps manage your business processes. Built natively, our managed service allows you to run your entire business seamlessly from first point of contact through to final invoicing. Using Simplicity’s integration with SalesForce CRM and multiple accounting packages, you can view and edit the client account details in correlation with multiple related company contacts in one easy to use screen. This quick and easy way to set up and manage client contact data means that enquiries and estimates can be generated efficiently. Once an enquiry is in progress, information can be attributed to the works such as job managers, work statuses and phases and various milestone dates. In addition to this, Simplicity includes the ability to search for works location addresses within the system other than the client’s address. When pricing estimates or quotations, Simplicity uses innovative, accurate pricing books from an infinite internal library. This ensures that details of works to be completed remain consistent throughout the life cycle of the project giving complete business clarity from estimation through to invoice and payment for accounts.

Top keywords

business4×2.21%
client3×1.66%
simplicity3×1.66%
works3×1.66%
contact2×1.10%
details2×1.10%
estimates2×1.10%
multiple2×1.10%
pricing2×1.10%
through2×1.10%

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×

Frequently asked

Common questions about this comparison

Is Simplicity Online or CloudFiles | Document automation & sharing platform cheaper?

Both Simplicity Online and CloudFiles | Document automation & sharing platform offer paid plans only. Simplicity Online starts at paid; CloudFiles | Document automation & sharing platform starts at paid. Compare the per-tier features in the Pricing section above before committing.

Which has better reviews, Simplicity Online or CloudFiles | Document automation & sharing platform?

Simplicity Online (5.0★, 1 reviews) and CloudFiles | Document automation & sharing platform (5.0★, 160 reviews) are essentially tied on rating. Look at review velocity and individual reviewer quotes — both visible on each app's detail page — to differentiate.

Should I choose Simplicity Online or CloudFiles | Document automation & sharing platform?

Simplicity Online holds the higher average rating (5.0★ vs 5.0★). 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, Simplicity Online 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 1), 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?

Simplicity Online typically suits early-stage and growth-mode teams based on its published review base (1 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.

Simplicity Online vs CloudFiles | Document automation & sharing platform

Simplicity Online

1. Listing metadata

CloudFiles | Document automation & sharing platform

At a glance

AppRanks verdict

2. Features

3. Categories & rankings

4. Search rankings

5. Activity in the last 90 days

Simplicity Online · 0 changes

CloudFiles | Document automation & sharing platform · 6 changes

6. App details

Frequently asked

Is Simplicity Online or CloudFiles | Document automation & sharing platform cheaper?

Which has better reviews, Simplicity Online or CloudFiles | Document automation & sharing platform?

Should I choose Simplicity Online or CloudFiles | Document automation & sharing platform?

Which is faster to set up, Simplicity Online or CloudFiles | Document automation & sharing platform?

Which works better for small vs large Salesforce AppExchange admins?

See full keyword rankings, install trends, and weekly alerts

More popular comparisons

Can I migrate data between Simplicity Online and CloudFiles | Document automation & sharing platform?