The iManage vs CloudFiles | Document — Salesforce

The iManage Integration for Salesforce Powered by AdvoLogix vs CloudFiles | Document automation & sharing platform

Side-by-side comparison · 24 data points

The iManage Integration for Salesforce Powered by AdvoLogix

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The iManage integration connector allows teams to access their iManage documents and folders from inside their Salesforce instance. They can create, view and edit files and folders in the context of the records they are viewing.

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1. Listing metadata

Field-level data

	The iManage Integration for Salesforce Powered by AdvoLogix	CloudFiles \| Document automation & sharing platform
Tagline	“The iManage integration connector allows teams to access their iManage documents and folders from inside their Salesforce instance. They can create, view and edit files and folders in the context of the records they are viewing.”228 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	Mitratech	CloudFiles

At a glance

7 metrics · auto-computed

Feature comparison between The iManage Integration for Salesforce Powered by AdvoLogix and CloudFiles | Document automation & sharing platform
Metric	The iManage Integration for Salesforce Powered by AdvoLogix	CloudFiles \| Document automation & sharing platform
Rating	—	5.0 ★
Total reviews	0	160
Free plan	—	—
Pricing	paid	paid
Listed features	7	★ 9
Languages	1 supported	7 supported
Listed since	Feb 2022	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 The iManage Integration for Salesforce Powered by AdvoLogix's 0.0★ is a meaningful gap that usually reflects real product or support quality differences across the user base.

Pricing

Pricing entry tiers: The iManage Integration for Salesforce Powered by AdvoLogix 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. The iManage Integration for Salesforce Powered by AdvoLogix'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 — The iManage Integration for Salesforce Powered by AdvoLogix'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: The iManage Integration for Salesforce Powered by AdvoLogix audit • CloudFiles | Document automation & sharing platform audit

Listed	February 28, 2022	August 3, 2022

Last updated	—	—

2. Features

As listed by each developer

The iManage Integration for Salesforce Powered by AdvoLogix

Mitratech’s iManage integration connector can be mapped to files and folders on your iManage site via a drag-and-drop or a friendly dialog.
Documents can be opened directly in iManage and new documents, spreadsheets and presentations can be created from within the connector.
For every matter, the user has an option to connect to an existing folder in iManage or one can be created on-the-go.
Mitratech DMS integrations prioritize robust security, ensuring sensitive information is protected with the highest data protection standards and controlled access.
Integrations empower businesses to manage documents with ease, including custom workflows tailored to specific needs and industries.
Automated notifications keep teams informed and on top of crucial updates.
My Favorites allow users to view and manage a list of folders as shortcuts they frequently use.

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

Keyword	The iManage Integration for Salesforce Powered by AdvoLogix	CloudFiles \| Document automation & sharing platform
document	#81	#20

6. App details

Long-form description · keyword frequency

The iManage Integration for Salesforce Powered by AdvoLogix

Mitratech offers a suite of Document Management System integrations for Google Drive, iManage, NetDocuments and SharePoint. These connectors streamline document management for Salesforce customers by eliminating the need to switch between multiple platforms. The connectors are industry-agnostic, enabling customers using Salesforce to securely access and manage documents directly within their Salesforce interface, boosting productivity and optimizing document management workflows. Mitratech’s DMS integrations allow users to access and manage documents directly within their familiar Salesforce interface, significantly reducing document retrieval times and minimizing errors. This boosts overall productivity and efficiency, creating a unified experience that simplifies workflows and fosters seamless collaboration. Key Benefits of Mitratech DMS Integrations: • Effortless document management: Eliminate platform switching and manage documents directly within your Salesforce interface. • Boosted productivity: Reduce document retrieval times and minimize errors, freeing up valuable time for your team. • Unified collaboration: Foster seamless collaboration on a single platform.

Top keywords

document6×4.11%
salesforce5×3.42%
document management4×2.74%
management4×2.74%
collaboration3×2.05%
directly3×2.05%
directly within3×2.05%
documents3×2.05%
documents directly3×2.05%
documents directly within3×2.05%
integrations3×2.05%
interface3×2.05%

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 The iManage Integration for Salesforce Powered by AdvoLogix or CloudFiles | Document automation & sharing platform cheaper?

Both The iManage Integration for Salesforce Powered by AdvoLogix and CloudFiles | Document automation & sharing platform offer paid plans only. The iManage Integration for Salesforce Powered by AdvoLogix 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 The iManage Integration for Salesforce Powered by AdvoLogix 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, The iManage Integration for Salesforce Powered by AdvoLogix 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?

The iManage Integration for Salesforce Powered by AdvoLogix 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.

The iManage Integration for Salesforce Powered by AdvoLogix vs CloudFiles | Document automation & sharing platform

The iManage Integration for Salesforce Powered by AdvoLogix

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

The iManage Integration for Salesforce Powered by AdvoLogix · 0 changes

CloudFiles | Document automation & sharing platform · 6 changes

6. App details

Frequently asked

Is The iManage Integration for Salesforce Powered by AdvoLogix or CloudFiles | Document automation & sharing platform cheaper?

Should I choose The iManage Integration for Salesforce Powered by AdvoLogix or CloudFiles | Document automation & sharing platform?

Which is faster to set up, The iManage Integration for Salesforce Powered by AdvoLogix or CloudFiles | Document automation & sharing platform?

Which works better for small vs large Salesforce AppExchange admins?

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