Side-by-side comparison · 24 data points
| Wealth-X | CloudFiles | Document automation & sharing platform | |
|---|---|---|
| Tagline | ||
| Description | ||
| Screenshots | — | — |
| Languages | ||
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| Developer |
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.
| Metric | Wealth-X | CloudFiles | Document automation & sharing platform |
|---|---|---|
| Rating | 4.0 ★ | ★ 5.0 ★ |
| Total reviews | 1 | ★ 160 |
| Free plan | ★ Yes | — |
| Pricing | free_to_install | paid |
| Pricing tiers | 1 tier | — |
| Listed features | 3 | ★ 9 |
| Languages | 1 supported | 7 supported |
| Listed since | Aug 2017 | Aug 2022 |
Based on the data on this page, CloudFiles | Document automation & sharing platform is the stronger choice for most Salesforce AppExchange admins — 5.0★ vs Wealth-X's 4.0★ is a meaningful gap that usually reflects real product or support quality differences across the user base.
On pricing, Wealth-X offers a free tier (free_to_install) 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.
CloudFiles | Document automation & sharing platform has the larger user base (160 reviews vs 1), which usually maps to broader integration coverage, faster bug-fix cadence, and a deeper bench of community workflow patterns. Wealth-X's smaller cohort can be an advantage for niche workflows where the bigger app has accumulated bloat.
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 — Wealth-X's 1-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.
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: Wealth-X audit • CloudFiles | Document automation & sharing platform audit
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| Keyword | Wealth-X | CloudFiles | Document automation & sharing platform |
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| salesforce objects | Not ranked | #1 |
| access | Not ranked | #1 |
| cloudfiles | Not ranked | #2 |
| qualified | #12 | Not ranked |
No tracked changes.
Wealth-X is the cheaper option — it offers a free plan (free_to_install). 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.
CloudFiles | Document automation & sharing platform has the higher average rating (5.0★ from 160 reviews) compared to Wealth-X (4.0★ from 1 reviews). Both are tracked daily by AppRanks, so the figures here update each refresh cycle.
CloudFiles | Document automation & sharing platform holds the higher average rating (5.0★ vs 4.0★). That is the one dimension AppRanks can separate them on here — read both apps' detail pages for the feature breakdown and recent listing changes.
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.
Wealth-X 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.
Migration support varies by app and category. Wealth-X 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 Wealth-X" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.
