Is Data Broker from SS&C Salentica or CloudFiles | Document automation & sharing platform cheaper?

Both Data Broker from SS&C Salentica and CloudFiles | Document automation & sharing platform offer paid plans only. Data Broker from SS&C Salentica starts at paid; CloudFiles | Document automation & sharing platform starts at paid. Compare the per-tier features in the Pricing section above before committing.

Should I choose Data Broker from SS&C Salentica 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, Data Broker from SS&C Salentica 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?

Data Broker from SS&C Salentica 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 Data Broker from SS&C Salentica and CloudFiles | Document automation & sharing platform?

Migration support varies by app and category. Data Broker from SS&C Salentica 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 Data Broker from SS&C Salentica" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.

AppRanks

Data Broker from SS&C vs CloudFiles | Document — Salesforce

CloudFiles | Document automation & sharing platform vs Data Broker from SS&C Salentica

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

	Data Broker from SS&C Salentica	CloudFiles \| Document automation & sharing platform
Tagline	“A cloud-based package of pre-built and maintained industry integrations, including real-time and persistent data exchanges amongst the industry's most popular products - Black Diamond, Tamarac, Orion, Addepar, MGP, Schwab, TD, and Fidelity.”240 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	1193 / 2000 chars60% used	1197 / 2000 chars60% used
Screenshots	—	—
Languages	en	arenfrdeja+2 more
Platforms	Salesforce	Salesforce
Developer	SS&C Technologies, Inc.	CloudFiles

At a glance

8 metrics · auto-computed

Feature comparison between Data Broker from SS&C Salentica and CloudFiles | Document automation & sharing platform
Metric	Data Broker from SS&C Salentica	CloudFiles \| Document automation & sharing platform
Rating	—	5.0 ★
Total reviews	0	160
Free plan	—	—
Pricing	paid	paid
Pricing tiers	1 tier	—
Listed features	3	★ 9
Languages	1 supported	7 supported
Listed since	Oct 2018	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 Data Broker from SS&C Salentica's 0.0★ is a meaningful gap that usually reflects real product or support quality differences across the user base.

Pricing

Pricing entry tiers: Data Broker from SS&C Salentica 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 0), which usually maps to broader integration coverage, faster bug-fix cadence, and a deeper bench of community workflow patterns. Data Broker from SS&C Salentica'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 — Data Broker from SS&C Salentica'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: Data Broker from SS&C Salentica audit • CloudFiles | Document automation & sharing platform audit

Listed	October 19, 2018	August 3, 2022

Last updated	—	—

3. Features

As listed by each developer

Data Broker from SS&C Salentica

Choose from 100+ available fields to map during a simple 1-time implementation project. Then sit back as incoming data begins to populate directly inside CRM.
Unlock client data with the power of integration to core technology systems.
Gain access to real-time client data in your current CRM without migrating to a new CRM solution.

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	Data Broker from SS&C Salentica	CloudFiles \| Document automation & sharing platform
salesforce objects	Not ranked	#1
access	Not ranked	#1
cloudfiles	Not ranked	#2

7. App details

Long-form description · keyword frequency

Data Broker from SS&C Salentica

With the Salentica Data Broker, only one package needs to be installed and maintained in a firm’s CRM to be able to provide access to real-time custodian information as well as portfolio management and financial planning data. Updates to the integrations required by Salentica or the provider of the data are deployed to the Salentica Data Broker, which reduces the need for frequent updates to the client’s CRM. Salentica Data Broker Architecture Today: The Salentica Data Exchange Service, which is part of the Salentica Data Broker Platform, provides the ability for a firm to map the data from a data source into their CRM. The Data Exchange Service eliminates the issues and conflicts created when fields are hard coded to the target CRM. The Salentica Data Broker enhances firm password security by eliminating the need to provide and maintain login credentials for multiple 3rd parties that require access to their CRM and acts as a trusted platform between the client’s CRM and the 3rd party data source with only one set of credentials being stored securely. The Salentica Data Broker is reviewed by external data security firms to ensure it provides a trusted integration platform.

Top keywords

data14×7.07%
salentica8×4.04%
salentica data7×3.54%
broker6×3.03%
crm6×3.03%
data broker6×3.03%
salentica data broker6×3.03%
firm3×1.52%
platform3×1.52%
3rd2×1.01%
access2×1.01%
client2×1.01%

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 Data Broker from SS&C Salentica

CloudFiles | Document automation & sharing platform

1. Listing metadata

Data Broker from SS&C Salentica

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

6. Activity in the last 90 days

Data Broker from SS&C Salentica · 0 changes

CloudFiles | Document automation & sharing platform · 6 changes

7. App details

Frequently asked

Is Data Broker from SS&C Salentica or CloudFiles | Document automation & sharing platform cheaper?

Should I choose Data Broker from SS&C Salentica or CloudFiles | Document automation & sharing platform?

Which is faster to set up, Data Broker from SS&C Salentica or CloudFiles | Document automation & sharing platform?

Which works better for small vs large Salesforce AppExchange admins?

Can I migrate data between Data Broker from SS&C Salentica and CloudFiles | Document automation & sharing platform?

See full keyword rankings, install trends, and weekly alerts

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