Should I choose Document Extractor built for Salesforce platform™ - Integration with SharePoint or CloudFiles | Document automation & sharing platform?

CloudFiles | Document automation & sharing platform holds the higher average rating (5.0★ vs 4.9★). 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 works better for small vs large Salesforce AppExchange admins?

Document Extractor built for Salesforce platform™ - Integration with SharePoint typically suits early-stage and growth-mode teams based on its published review base (17 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.

AppRanks

Document Extractor vs CloudFiles | Document — Salesforce

Document Extractor built for Salesforce platform™ - Integration with SharePoint vs CloudFiles | Document automation & sharing platform

Side-by-side comparison · 24 data points

Document Extractor built for Salesforce platform™ - Integration with SharePoint

4.9·17reviews

Document Extractor moves files from Salesforce to SharePoint seamlessly, avoiding iFrames for quicker access and enhancing workflows without interruptions. It operates in the background, leveraging SharePoint for efficient Document Management. (v 20.1.2)

salesforcepaid

1. Listing metadata

Field-level data

	Document Extractor built for Salesforce platform™ - Integration with SharePoint	CloudFiles \| Document automation & sharing platform
Tagline	“Document Extractor moves files from Salesforce to SharePoint seamlessly, avoiding iFrames for quicker access and enhancing workflows without interruptions. It operates in the background, leveraging SharePoint for efficient Document Management. (v 20.1.2)”254 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	1175 / 2000 chars59% used	1197 / 2000 chars60% used
Screenshots	—	—
Languages	en	arenfrdeja+2 more
Platforms	Salesforce	Salesforce
Developer	Connecting Software	CloudFiles

At a glance

8 metrics · auto-computed

Feature comparison between Document Extractor built for Salesforce platform™ - Integration with SharePoint and CloudFiles | Document automation & sharing platform
Metric	Document Extractor built for Salesforce platform™ - Integration with SharePoint	CloudFiles \| Document automation & sharing platform
Rating	4.9 ★	★ 5.0 ★
Total reviews	17	★ 160
Free plan	—	—
Pricing	paid	paid
Pricing tiers	7 tiers	—
Listed features	9	9
Languages	1 supported	7 supported
Listed since	Aug 2019	Aug 2022

AppRanks verdict

Generated from live data on this page

The call

Document Extractor built for Salesforce platform™ - Integration with SharePoint and CloudFiles | Document automation & sharing platform are evenly matched on rating (4.9★ vs 5.0★) — the differentiator comes down to pricing fit, feature breadth, and which app's interaction pattern suits your team's workflow.

Pricing

Pricing entry tiers: Document Extractor built for Salesforce platform™ - Integration with SharePoint 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 17), which usually maps to broader integration coverage, faster bug-fix cadence, and a deeper bench of community workflow patterns. Document Extractor built for Salesforce platform™ - Integration with SharePoint's smaller cohort can be an advantage for niche workflows where the bigger app has accumulated bloat.

Who should pick what

Recommended evaluation path: install both apps' free tiers (where available) and run them in parallel on a small cohort for 7-14 days before committing. The data tables below show the per-feature breakdown — for most admins the deciding factor will be a single integration or workflow detail that's hard to compare from listing pages alone.

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: Document Extractor built for Salesforce platform™ - Integration with SharePoint audit • CloudFiles | Document automation & sharing platform audit

Listed	August 8, 2019	August 3, 2022

Last updated	—	—

3. Features

As listed by each developer

Document Extractor built for Salesforce platform™ - Integration with SharePoint

Fully Synchronize with SharePoint for better document management » All file operations supported, including moves, deletes, and renames.
Synchronize SharePoint uploads to Salesforce (Two-way Sync) » Optionally sync files manually added to SharePoint folders.
Leverage SharePoint's larger and cheaper storage » Eliminate the need to purchase expensive extra storage » Take advantage of the SharePoint licenses you already have
Powerful custom configuration » Specify which files to transfer to SharePoint based on date and other parameters like object type (we support both standard and custom objects) » Prioritize which files should be transferred to SharePoint first
Better document management with SharePoint capabilities » Document check-out/check-in information » Customize folder structure in SharePoint based on the Salesforce object and document type » Document version history saved in SharePoint
Increase team collaboration » Non-CRM users can also work with documents in SharePoint. » Multiple team members can collaboratively work on customer-related documents
Community users for customers and partners » Access & upload available to everyone even if your files are stored in SharePoint » Exclusive pricing for community users
Full control over where documents are stored » Ability to have your files in separate SharePoint sites, subsites, and document libraries » SharePoint on-premises is an option that gives you more control over data residency when needed
No need to learn anything new » Access and search files within Salesforce as you always did. » Keep your Salesforce fast and native by not adding extra iframes that lead to extra loading times

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

5. Search rankings

Top 5 keywords · shared rankings prioritized

Keyword	Document Extractor built for Salesforce platform™ - Integration with SharePoint	CloudFiles \| Document automation & sharing platform
sharepoint	#3	#4
sharepoint integration	#2	#10
document management	#101	#4
document	#19	#20
document scanner	#431	#28

7. App details

Long-form description · keyword frequency

Document Extractor built for Salesforce platform™ - Integration with SharePoint

➡️ 𝗛𝗼𝘄 𝗶𝘁 𝘄𝗼𝗿𝗸𝘀 1. Document Extractor monitors any changes to documents/files in Salesforce related to custom or standard objects (accounts, contacts, leads, opportunities, quotes, etc.) 2. As a new file is detected, it is transferred to SharePoint, where it is stored under a standard or customized folder structure. You can also move documents to multiple SharePoint tenants and sit 3. The original file in Salesforce is then replaced with a link to reduce storage space 4. The file is fully accessible from Salesforce (even searchable from Salesforce Global Search) and SharePoint ➡️ 𝗕𝗲𝗻𝗲𝗳𝗶𝘁𝘀 Native to Salesforce UI: It operates entirely in the background; it eliminates the need for iFrames, thus avoiding additional loading times on every page Enhanced Document Management: Transfer information about Salesforce document versions, creators, editors, and owners to SharePoint for easier document tracking Optionally, you can sync document metadata to SharePoint—this is important, especially for collaboration and sharing with non-Salesforce Users or externals ☑️ Start your 𝗳𝗿𝗲𝗲 𝘁𝗿𝗶𝗮𝗹 now, or contact us for a demo with our experts!

Top keywords

salesforce6×3.64%
document5×3.03%
sharepoint5×3.03%
file3×1.82%
documents2×1.21%
standard2×1.21%

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%
storage3×1.71%

Document Extractor built for Salesforce platform™ - Integration with SharePoint vs CloudFiles | Document automation & sharing platform

Document Extractor built for Salesforce platform™ - Integration with SharePoint

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

Document Extractor built for Salesforce platform™ - Integration with SharePoint · 0 changes

CloudFiles | Document automation & sharing platform · 6 changes

7. App details

Frequently asked

Is Document Extractor built for Salesforce platform™ - Integration with SharePoint or CloudFiles | Document automation & sharing platform cheaper?

Which has better reviews, Document Extractor built for Salesforce platform™ - Integration with SharePoint or CloudFiles | Document automation & sharing platform?

Should I choose Document Extractor built for Salesforce platform™ - Integration with SharePoint or CloudFiles | Document automation & sharing platform?

Which is faster to set up, Document Extractor built for Salesforce platform™ - Integration with SharePoint or CloudFiles | Document automation & sharing platform?

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