CloudFiles

Score9 out of 10

1 Reviews and Ratings

What is CloudFiles?

CloudFiles is file sharing and document management solution from the company of the same name in Bengaluru, also providing Virtual Data Room capabilities.

Read more details.

Categories & Use Cases

Media

Screenshot of CloudFiles for Salesforce: file management in cloud storage, data extraction with Document AI and Document Generation.

Screenshot of Connections for SharePoint, Google Drive and Amazon S3 to Salesforce without copying or moving files.

Screenshot of Preview, upload and organize documents on standard and custom Salesforce records with CloudFiles.

Screenshot of Automated Salesforce folder creation with hierarchy and naming rules using Flow, Apex or the API.

Screenshot of document sharing from Salesforce with expiring, password-protected links, download controls, engagement tracking and access revocation.

Screenshot of CloudFiles Document AI reads and classifies incoming documents, then writes extracted data to Salesforce fields without templates.

Screenshot of scanned, handwritten and multilingual documents with CloudFiles Document AI for Salesforce, without document templates.

Screenshot of Automatic classification of incoming files, split document bundles and route documents to the right Salesforce records and folders.

Screenshot of Extract and validate data from PDFs and images into Salesforce fields with CloudFiles Document AI, keeping final approval with a person.

Screenshot of Ask questions across documents in plain language and get structured answers, summaries and key highlights with CloudFiles Document AI.

Screenshot of Generate documents using Salesforce Flow, Apex or the API, and automatically file signed copies in your storage.

Screenshot of Build Salesforce document templates in Microsoft Word or Google Docs with merge fields and related-list data.

Screenshot of Generate documents individually or in bulk from standard and custom Salesforce objects with CloudFiles.

Screenshot of Send documents for e-signature from Salesforce, track signing status, set reminders and expiry, and automatically file signed copies.

Screenshot of Automatically file completed Salesforce documents in structured folders in SharePoint, Google Drive, OneDrive or Amazon S3.

Screenshot of CloudFiles is SOC 2 Type II audited and ISO 27001 certified, with data residency in the US, EU, UK and Australia.

Screenshot of CloudFiles for Salesforce can be tried free for 14 days, with no credit card required and support from setup to rollout.

1 / 17

Screenshot of CloudFiles for Salesforce: file management in cloud storage, data extraction with Document AI and Document Generation.