Is FinancialForce Order & Inventory Management or CloudFiles | Document automation & sharing platform cheaper?

Both FinancialForce Order & Inventory Management and CloudFiles | Document automation & sharing platform offer paid plans only. FinancialForce Order & Inventory Management 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, FinancialForce Order & Inventory Management or CloudFiles | Document automation & sharing platform?

FinancialForce Order & Inventory Management (5.0★, 3 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 FinancialForce Order & Inventory Management or CloudFiles | Document automation & sharing platform?

FinancialForce Order & Inventory Management 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, FinancialForce Order & Inventory 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 3), 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?

FinancialForce Order & Inventory Management typically suits early-stage and growth-mode teams based on its published review base (3 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 FinancialForce Order & Inventory Management and CloudFiles | Document automation & sharing platform?

Migration support varies by app and category. FinancialForce Order & Inventory 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 FinancialForce Order & Inventory 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

FinancialForce Order vs CloudFiles | Document — Salesforce

CloudFiles | Document automation & sharing platform vs FinancialForce Order & Inventory 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

	FinancialForce Order & Inventory Management	CloudFiles \| Document automation & sharing platform
Tagline	“Certinia Order & Inventory Management helps you see, simplify, and optimize the entire order to fulfillment process—for goods & services. Meet and exceed customer expectations with visibility into the entire fulfillment process from quote to shipment.”251 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	1152 / 2000 chars58% used	1197 / 2000 chars60% used
Screenshots	—	—
Languages	nlenfrdeda+8 more	arenfrdeja+2 more
Platforms	Salesforce	Salesforce
Developer	Certinia

At a glance

8 metrics · auto-computed

Feature comparison between FinancialForce Order & Inventory Management and CloudFiles | Document automation & sharing platform
Metric	FinancialForce Order & Inventory Management	CloudFiles \| Document automation & sharing platform
Rating	★ 5.0 ★	5.0 ★
Total reviews	3	★ 160
Free plan	—	—
Pricing	paid	paid
Pricing tiers	1 tier	—
Listed features	4	★ 9
Languages	13 supported	7 supported
Listed since	Oct 2013	Aug 2022

Listed	October 14, 2013	August 3, 2022

Last updated	—	—

3. Features

As listed by each developer

FinancialForce Order & Inventory Management

KNOW EVERYTHING ABOUT THE ORDER IN ONE LOCATION Simplify the order and fulfillment of both goods and services. Get flexible pricing structures, views into upsell opportunities, available inventory, and margin at a line level.
ORDER FULFILLMENT MANAGER WORKSPACE Gain insights into key performance indicators (KPIs) that enable you to be proactive rather than reactive.
GREATER INVENTORY CONTROL A flexible solution that supports both physical or virtual inventory with detailed control for comprehensive management.
KNOW WHAT'S COMING AND GOING From stock to dock and back again, all in one place. Certinia Action Queues provide you with upstream visibility of the work ahead.

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	FinancialForce Order & Inventory Management	CloudFiles \| Document automation & sharing platform
salesforce objects	Not ranked	#1
access	Not ranked	#1
inventory and order	#2	Not ranked
cloudfiles	Not ranked	#2
order management	#3	Not ranked

7. App details

Long-form description · keyword frequency

FinancialForce Order & Inventory Management

MULTIPLE CHANNELS, SINGLE SYSTEM Simplify the order and fulfillment of both goods and services with Certinia Order and Inventory Management. Get flexible pricing structures, insights into upsell opportunities, and real-time views of available inventory and line-level margins. TRANSFERS IN A FLASH Easily mass transfer goods from warehouse or locations, with or without shipment and receipt processes. CONTROLLING THE LOT Establish serial number and lot control when defining items. Gain visibility of actual margins and maintain steady profit flow. INTELLIGENT REPLENISHMENT Built-in reorder point processes ensure you’re always “in-stock”. Customize these processes by warehouse, conditions, and ownership. PUT IN REVERSE Reverse any action, including customer and supplier returns, with automatic updates reflected in the system. ITEM COUNTS YOU CAN COUNT ON Whether tangible or intangible, this app provides the controls to keep inventory organized and stock replenished. FINANCIAL MANAGEMENT SUITE Easily extend this Order & Inventory Management to the FM Suite (Accounting, Subscription & Usage Billing, Procurement, Revenue Management).

Top keywords

inventory4×2.55%
management4×2.55%
order3×1.91%
processes3×1.91%
goods2×1.27%
inventory management2×1.27%
lot2×1.27%
margins2×1.27%
reverse2×1.27%
suite2×1.27%
system2×1.27%
warehouse2×1.27%

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 FinancialForce Order & Inventory Management

CloudFiles | Document automation & sharing platform

1. Listing metadata

FinancialForce Order & Inventory Management

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

6. Activity in the last 90 days

FinancialForce Order & Inventory Management · 0 changes

CloudFiles | Document automation & sharing platform · 6 changes

7. App details

Frequently asked

Is FinancialForce Order & Inventory Management or CloudFiles | Document automation & sharing platform cheaper?

Which has better reviews, FinancialForce Order & Inventory Management or CloudFiles | Document automation & sharing platform?

Should I choose FinancialForce Order & Inventory Management or CloudFiles | Document automation & sharing platform?

Which is faster to set up, FinancialForce Order & Inventory Management 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?

Can I migrate data between FinancialForce Order & Inventory Management and CloudFiles | Document automation & sharing platform?