Cloud-Based Document Management Integrations

Analysis: Cloud-Based Document Management Integrations

sFiles

  • Overview: This Cloud-Based Document Management integration solution is used across sales, marketing, service, operations, administration, outreach, project management, fundraising, and compliance within Business Services, Education, Manufacturing, Nonprofit, and the Public Sector. It offers SharePoint utilities that enable users to create folder structures linked to Salesforce CRM records, allowing seamless folder and file management. Users can upload, download, edit, and rename files from Salesforce while ensuring teams can efficiently link SharePoint folders and files to Salesforce data. sFiles is a specialized company dedicated solely to integrating Salesforce with SharePoint. From a security standpoint, their Lightning Native Salesforce App is comprehensive, because it ensures data security by avoiding middleware that interacts with customer data or customer environments. Also, it enhances security by removing or concealing any data or code that could pose a risk to the integration.

    sFiles features a setup wizard for admins, which guides them through the deployment process, and it supports integration with dSalesforce ‘Experience Cloud’. Additionally, users can create advanced workflows using Salesforce ‘Flows’ or custom code, seamlessly integrating them into either the standard UI or a fully customized interface. Additionally, it supports multiple SharePoint tenants, sites, and document libraries for Document Management. Within a specific integration (Salesforce and SharePoint) it is a robust platform that can be built upon via API calls, support for Salesforce ‘Flows’ and layers of configuration and settings. Additionally, extensive support documentation and resources are available on the company’s website, specifically in regard to their in-depth API capabilities. AI is not currently incorporated into their integration offering.

    This App is discussed and rated on the Salesforce AppExchange where all reviews are five stars, however there are only a moderate number of reviews in total. Also, it is discussed on Reddit and on LinkedIn and the reviews are high. They offer a free 14-day trial of their App to teams, even when there is a CRM integration involved. 

  • Reference Customers: XXXXXX, XXXXX,. XXXXXX, XXXXX. Use cases on company website.

  • Potential Issues: It does not offer other integrations, and is limited to Salesforce and SharePoint. As a focused and specialized company it is not rated across the larger review platforms.

  • Demo: YouTube Demo here Public Sector Demo - here Youtube page with all videos here.

  • Published Price: here Pricing for the Standard offering starts at $6,930/year per Salesforce org, and it includes unlimited Salesforce objects. There are not additional fees/limits for usage or volume.

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AI Version:

  • Overview: This specialized software solution that integrates Salesforce with Microsoft SharePoint, enabling seamless document management and collaboration across both platforms. Established in 2008 and based in Littleton, United States, sFiles has developed tools to enhance productivity and data accessibility for organizations utilizing these services. Tracxn

Key Capabilities and Solutions:

  • Seamless Integration: sFiles connects Salesforce records directly to SharePoint Online folders, allowing users to perform file operations—such as uploading, downloading, editing, and renaming—within the Salesforce interface. This integration eliminates the need to switch between platforms, streamlining workflows. sfiles.io

  • Customizable Folder Structures: The platform enables the creation of tailored folder hierarchies in SharePoint that correspond to specific Salesforce records. Administrators can define folder naming conventions using Salesforce fields, ensuring organized and intuitive document storage. sfiles.io

  • Enhanced Security: sFiles leverages the native security features of both Salesforce and Microsoft 365, including FedRAMP compliance, to protect sensitive information. This ensures that documents are stored securely within SharePoint while maintaining their association with Salesforce records. sfiles.io

  • User-Friendly Interface: Designed with ease of use in mind, sFiles offers a drag-and-drop functionality within Salesforce, facilitating quick and efficient file management. The platform's intuitive interface requires minimal training, enhancing user adoption. sfiles.io

Market Leadership and Recognition:

sFiles has positioned itself as a leading solution in the niche market of Salesforce and Microsoft 365 integration. Its focus on sectors requiring robust document management and compliance—including business services, education, manufacturing, nonprofit, and public sectors—demonstrates its adaptability to various industry needs. cbinsights.com The platform's FedRAMP authorization further underscores its commitment to security and compliance, particularly for government and public sector clients. sfiles.io

  • Reference Customers: While specific customer references are not publicly disclosed, sFiles caters to a diverse clientele across multiple industries. Its solutions are tailored to meet the unique document management requirements of sectors such as business services, education, manufacturing, nonprofit, and public sector organizations. cbinsights.com

  • Pricing: sFiles offers a range of pricing plans to accommodate different organizational needs:

  • sFiles Free: A complimentary version suitable for small-scale integrations or testing purposes.

  • sFiles Professional: Designed for growing businesses requiring more advanced features and greater storage capacity.

  • sFiles Enterprise: Tailored for large organizations with complex integration needs, offering comprehensive features and dedicated support.

For detailed pricing information and to determine the best fit for your organization's requirements, it is recommended to contact sFiles directly. sfiles.io

In summary, sFiles provides a robust solution for integrating Salesforce with Microsoft SharePoint, enhancing document management capabilities, and streamlining workflows. Its emphasis on security, customization, and user-friendly design makes it a valuable tool for organizations seeking to optimize their document management processes across these platforms.

CloudFiles

  • Overview: This App enables Sales, Marketing and Service teams within Financial Services, Healthcare & Life Sciences, Technology & IT, Construction & Real Estate, Public Sector and Professional Services, to streamline, automate and secure workflows within Salesforce and Hubspot. CloudFiles offers Document Management with integrations with SharePoint, OneDrive, Google Drive, Teams, AWS S3 and Dropbox. CloudFiles is a small company with around 30 employees, and their primary category is Document Management, although they do also offer a Document Generation solution. The Document Management solution is Native for Salesforce and offers features like file automation, file and folder management, sharing, sync and security. In addition to their CRM integrations, they have a separate platform for file sharing and engagement tracking.

    The Document Management solution has libraries, which integrate with Document Storage providers (like Google Drive for example). Also, there is an extension to access and upload files from email (like Gmail for example). It supports all of the standard file formats and meta data is optional. There is a 2-way sync and users can automatically copy Salesforce ‘Notes and Attachments to their Document Storage solution (to avoid file storage cost from Salesforce). Also, you can use Salesforce Flows to create folders. While the Document Management product does not currently leverage AI, the Document Generation product does - by reading and extracting the data from within a file to create a form in Salesforce and classify documents. Also, it includes an ‘AI Playground’ for users to ask questions.

    This App is discussed and rated across a couple different ratings platforms, and generally the reviews are good with Pros from G2 being “Ease of Use” and “Cloud Storage”, but there have also been some Cons per G2 around security, internet dependence, slow performance and the price being too expensive. On the Salesforce AppExchange there are a fair amount of reviews and high scores. They offer a 2-week free trial, with an extension available upon request, if more time is needed for a full integration.

  • Reference Customers: They have both small and large customers including the following examples: Creaghan McConnell Gould, Commvault, eteplan, Hamptons, ITW, Lummus Technologies, Aggreko, Aviva, Anteriad, Warner Bros. Discovery, and DBA Partners.

  • Potential Issues: As brought up in the G2 Cons, using middleware (moving data and files through their infrastructure, which adds risk and exposure versus connecting a customer’s Salesforce to their SharePoint directly and never having access to the data or files). Hidden fees like: API or Apex usage limits, Flow or Flow usage limits, File of volume limits, Community user limits, Tenant, Site, or document library limits, Sharing or email volume limits, and Storage or transfer charges (Storage owned by customer on SharePoint for example). Additionally, there may be non-US-based onboarding and customer support.

  • Demo: Youtube page with all videos here. Also on LinkedIn there are customer case studies here.

  • Published Price: here Pricing for Document Management for Salesforce is $19/license/month = $228/user/year. Each product is priced separately, and Document Generation for Salesforce is an additional $19/license/month = $228/user/year. Although you have to upgrade to Enterprise in order to get additional Automation features. They also offer a free solution with up to 5 uploads/user/month.

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AI Version:

  • Overview: This cloud-based platform is designed to facilitate secure and insightful file sharing for business users. The platform offers a range of features, including automated file integration, cloud storage and mirroring, information sharing and control, content libraries, and detailed analytics. These functionalities enable companies to share and protect confidential files with enterprise-grade security.

Key Capabilities and Solutions:

  • Document Management: CloudFiles allows users to organize, share, and control documents efficiently, integrating seamlessly with CRM platforms like Salesforce and HubSpot.

  • Document Generation: The platform enables the creation, automation, and signing of documents, streamlining workflows and reducing manual processes.

  • Document AI: CloudFiles leverages artificial intelligence to transform documents into actionable data, enhancing decision-making and operational efficiency.

Market Leadership and Recognition:

CloudFiles has been recognized for its efficient and reliable solutions tailored to online business needs. Users have praised its secure file-sharing capabilities and insightful analytics. HubSpot Ecosystem Additionally, the platform's cost-effective pricing plans have attracted budget-conscious users seeking comprehensive file-sharing solutions. trustradius.com

  • Reference Customers: CloudFiles serves a diverse clientele, including startups and industry giants. Notable customers include Warner Brothers Discovery, among others.

  • Pricing: CloudFiles offers several pricing tiers to accommodate different business needs:

    Free: Ideal for individuals with basic file-sharing requirements, this plan includes features such as uploading all file types, limited uploads and links per user, and basic link security features. G2

  • Pro: Starting at $19 per user per month, this plan suits small sales teams with everyday proposal sharing needs. It offers unlimited uploads and links, advanced link security, and limited data rooms. G2

  • Business: At $33 per user per month, this plan is designed for small marketing teams focusing on lead generation. It includes all Pro features plus unlimited analytics per link and increased data room allowances. G2

  • Enterprise: Tailored for large organizations requiring white-labeling, customization, and API access, this plan offers all Business features along with custom domains and branding, on-premise storage, and volume discounts for five or more users. Pricing is available upon request. G2

In summary, CloudFiles provides a comprehensive suite of document management solutions that enhance security, automation, and integration within business workflows. Its diverse pricing plans and positive user feedback underscore its value in the file-sharing and document management landscape.

24Files (24Flow)

  • Overview: This App is for roles such as Sales & Account Managers, Legal & Compliance teams, Finance &, Accounting professionals and IT & System Administrators within Financial Services, Insurance and the Pharmaceuticals industry, and it is solely a Document Management solution that integrates Salesforce with SharePoint only. 24Files is a product of 24Flow, which is a small company with about 20 employees based in Belgium. It enhances productivity and optimizes storage via a central document library, by providing a bi-directional sync of folders and documents via an API between the two platforms. It is a Native Salesforce App that increases productivity by enhancing collaboration, without exceeding Salesforce storage quota. It works with other Document Generation solutions by automatically transferring files within Salesforce ‘Notes & Attachments’ into SharePoint

The App is Salesforce Lightning compatible, and it works with the Salesforce Experience Cloud. The Salesforce Admin sets up the capabilities within the Manager App (which is used for configuration with Microsoft Azure, etc.) to determine what is exposed to the user. Primary features for the admin and for the user include: Salesforce Object integration, virtual folder creation on ‘Accounts’ to show all files within ‘Opportunities’, dynamic configuration for ‘Contacts’, as well as ‘Drag & Drop’ capabilities from Salesforce to SharePoint (and the other way around) and editing within Salesforce. It is Salesforce Apex compatible through Flows, and it includes the meta data (document type) that the user sees, versus just the File names.

This app is only discussed and rated on the Salesforce AppExchange, and not with any other major ratings platforms. While all reviews on the AppExchange are positive, the number of reviews remains relatively small given its long-standing presence on the platform. They offer a Free Trial for 2 weeks, and you are able to test in Sandbox with all functionality, but not in Production.

  • Reference Customers: There is not any customer testimonials nor use case collateral that is published, and although it is not publicly disclosed, their customer base is believed to consist mainly of small businesses, with a few larger organizations as well.

  • Potential Issues: Security may be a concern, as some vendors prioritize convenience and functionality over safety. However, it is worth mentioning that 24Files mitigates this risk to some extent by not storing user credentials. Instead, it uses OAuth for authentication through SharePoint, ensuring a level of security.

  • Demo: Demo here. Video library here. Youtube page with all videos here.

  • Published Price: here Pricing starts at $6/user/month for a minimum of 20 users paid annually = $1,440 per year. With the opening price point package, all features are included.

XfilesPro

  • Overview: This App is utilized by a diverse range of users within Legal, Finance and Sales teams and across a vast array of around fifteen different industries, to enhance Salesforce file management, storage and collaboration capabilities through Salesforce integration. It enhances document workflows in Salesforce by enabling creation, storage, and collaboration. Additionally XfilesPro offers complimentary solutions with Document Generation and Data Architecture and Backup. It integrates SharePoint, AWS, OneDrive, and Google Drive, with Salesforce for storage and document collaboration. XfilesPro is a mid-sized company with a couple hundred employees that’s based in India. Document Management integration with Salesforce is their main product, which they have been providing for around 10 years. Later Document Generation was added to their product offering, which is called DocuPrime, for template management for automatic document generation, collaborative review and approval workflows, as well as eSignatures.

Their Document Management Integration with Salesforce includes the following features: document collaboration, template creation for sub-folders (as soon as records are created), external storage, folder and file management, as well as tagging and bi-directional sync. It offers centralized access within Salesforce to a files directory, and storage is not a cost factor because the files and folders are stored in a separate Document Storage or Enterprise Content Management Solution. For example, files within Salesforce ‘Notes and Attachments’ are automatically stored in SharePoint. Currently AI features are not included in any of their products.

This app is only discussed and rated on the Salesforce AppExchange, and not with any other major ratings platforms. The reviews on the AppExchange are positive, and they have a fair number of reviews. They offer a free 7-day trial integrated into Salesforce and SharePoint.

  • Reference Customers: XfilesPro has over 1,000 customers internationally, including Synopsys, Toshiba, Coca-Cola, Schneider Electric, Philips, Telestar, NBC, AT&T. Also, reference customer quotes from: Science Care, Dynacraft, Alliance Insurance, AXT PTY ltd. and Selective Wealth Management.

  • Potential Issues: Routing data and files through middleware (their own infrastructure) increases the risk and exposure. In contrast, a direct connection between the customer’s Salesforce and SharePoint ensures that data and files remain inaccessible to third parties. Also, the App may lack the overall flexibility and depth of an enterprise solution for customization, with regard to API calls, Flow support, and extensive configuration options, allowing customers to fine-tune functionality to meet their specific needs. Additionally, there may be non-US-based onboarding and customer support.

  • Demo: Youtube page with all videos here.

  • Unpublished Price: here XfilesPro provides custom quotes to each customer, and their pricing is not published, although it comes with per-user/mo pricing plans (billed annually). It is estimated to be around $10/user/month (i.e. $120/user/year) for the Document Management Solution, plus an additional $10/user/month (i.e. $120/user/year) for the Document Generation Solution - for a total of $20/user/month = $240 per user annually for the bundled solution, for which there may be discounting.

Q!365 (QKom GmbH)

  • Overview: This App caters to Salesforce Administrators for their users that also leverage Microsoft Solutions. Therefore the industries which are well-suited to heavily rely on productivity and collaboration tools are applicable, such as Financial Services, Healthcare, Technology, Retail, Education, Manufacturing, Professional Services, and Government. QKom Gmbh is a small company with about 10 employees based in Germany, that provides solutions to optimize time, energy and resources. It has two products: Q!365 (their Document Management integration for Salesforce) and also ‘OnTime’ which is a group calendar embedded in Outlook. As a Microsoft partner, Q!365 specializes in connecting Salesforce to Microsoft Teams, SharePoint and Office 365, allowing users to stay focused in Salesforce and work directly with their data in Document Libraries. This Document Management integration is only for Salesforce and SharePoint (ie. no other platforms).

    As a Native Salesforce App, the solution offers a configurable tab to create a structure for the documents in Salesforce ‘Accounts’ and ‘Opportunity’ objects, that integrates a SharePoint library within either a Salesforce ‘Account’ and/or an ‘Opportunity’. It provides capabilities to preview and open files, and share either a document or a directory (folder). Additionally, there is a Microsoft Teams integration within Salesforce, to share files and folders from within Teams chats, and link the Teams chat to a Salesforce ‘Opportunity’. Also, when adding products to Salesforce ‘Opportunities’ they can be linked to specific product documents. Users can open and edit files and upload them to SharePoint, but it does not sync files from Salesforce ‘Notes and Attachments’. The solution does not incorporate any AI capabilities. They offer a free trial within a Salesforce Sandbox environment, but not in Production.

    This App is not discussed and rated across the different ratings platforms most likely because they are a small company, with the exception of the Salesforce AppExchange - where the reviews are good, but there are a minimal number of reviews.

  • Reference Customers: Not available, but it is expected the customer base consists of smaller European customers for the most part. Note that Acuity, AG & Co, and a generic Financial Services consulting company are included in the customer quotes on the company website.

  • Potential Issues: The App may lack the overall capabilities of an in-depth enterprise solution. This would be needed if you are looking for customization with regard to API calls, Flow support, and extensive configuration options. An enterprise software may allow customers to fine-tune functionality to meet their specific needs via more customization capabilities. Additionally, there may be non-US-based onboarding and customer support.

  • Demo: Demos on YouTube here and here. And on the company website here.

  • Price: Pricing is published in Euros here starting at €4.5 EUR/user/month, which equates to $4.88/user/month in US Dollars. This is a minimum of 25 users for the Small Business package, so this equates to an initial investment of $122/mo. = $1,464 annually. Additionally, there is an initial setup fee, as well as any custom services for $312.50 (€250) per hour.

Box for Salesforce

  • Overview: This enterprise software serves Finance, Sales, Marketing, Engineering, HR, and Legal teams across industries such as Financial Services, Life Sciences, Government, Small Business, Education, Nonprofit, Retail, Professional Services, and Media & Entertainment. Box is a cloud-based content management and file-sharing platform that enables secure storage, collaboration, and workflow automation, allowing users to access and share files from anywhere. Box has around 2,500 employees and is a global company with a vast array of offerings. While Box’s enterprise solutions include Content Cloud, Collaboration, and Intelligent Workflow, it primarily falls under Cloud-Based Document Storage, with additional offerings for Document Generation (called eAdvanced) and Electronic Signature. In this evaluation, we specifically reference Box’s Salesforce AppExchange connector rather than the broader cloud storage platform. Box’s connector integrates with Microsoft 365 (but not SharePoint because they offer a competitive product), Google Workspace, and other enterprise apps, providing enterprise-grade security, content lifecycle management, and compliance tools.

    The Box for Salesforce integration solution (here) facilitates centralizing content exclusively to Box’s Document Management Solution, while ensuring they remain open for collaboration from within Salesforce. With the ‘Box for Salesforce’ managed package, teams can securely access, share and send files for e-signature, and automate storage and collaboration. Box also offers additional Apps on the Salesforce AppExchange including “Box Lightning Component Pack for Community Cloud” as well as “Box Sign - eSignature for Salesforce” and “Box Files Viewer for Quip”. Also, Box does incorporate AI as part of their content solutions, to integrate into workflow (laying out choices and to move workflow to the next stage), to generate blocks of content within a document (but not to compile templates), and within BoxHubs (client portals for users to ask questions related to navigation), however this AI isn’t related to the integration connection for Salesforce.

    This App is discussed and rated extensively across all of the different ratings platforms, and generally the reviews are good, as it relates to the robust, enterprise offering. Box was named the ‘Leader’ in the Gartner® Magic Quadrant™ for Document Management. And the Forrester Wave™: Content Platforms, gave Box high scores for security and a number of content and collaboration capabilities. Each App is reviewed separately on the Salesforce AppExchange. However, some users find Box expensive, particularly for Salesforce integration support. Companies have migrated to SharePoint or Google Drive, leveraging existing Microsoft 365 or Google Workspace storage. While Box offers a Salesforce integration, it is only available with its higher-tier Content and Document Management solution, and additional fees apply for Salesforce integration support services. They offer a free 14-day trial of their solution to teams, and they integrate with 1,500+ other app integrations.

  • Reference Customers: Library of customer stories here. Box has over a hundred thousand customers and has the majority of the Fortune 500 companies.

  • Potential Issues: Cost is the primary concern, as Box is seen as an expensive storage solution required for its Salesforce integration within a unified enterprise offering. Additionally, it necessitates a separate platform. Security is another key factor—while Box offers strong protections, some vendors introduce risk by routing data through their own infrastructure. In contrast, more secure solutions directly connect Salesforce to SharePoint without accessing customer data or files.

  • Demo: Library of demos here

  • Published Price: here Pricing starts at $15/user/mo. for unlimited storage with a minimum of 3 users. This equates to $180/user annually. Note that the opening price point option only includes one integration, and you are not able to share/edit docs externally with the opening price point package (i.e. it only allows sharing internally within the org), called their ‘Business’ package. So, the ‘Business+’ tier for $25/user/mo. (minimum of 3 users) may actually be the lowest applicable pricing tier for broader capabilities that are typically needed. The ‘Business+’ package includes up to 10 integrations with a 3 user minimum. This equates to $300/user annually. Also, the Document Generation solution (eAdvanced) just recently became available on the market, and there is a 35 user minimum and the pricing is unpublished so it is expected to be higher than the aforementioned packages for the additional features.