Salesforce File Storage &
Integration App
Unlock seamless document management in Salesforce with Winfomi’s AI-powered file storage integration app. Connect your Salesforce environment to SharePoint, OneDrive, Google Drive, or AWS S3, enabling secure, organized, and easily accessible files—all within Salesforce.
Connecting Your Cloud Storage Platforms
Take full control of your Salesforce files by integrating with leading cloud storage providers.
Smart File Management makes it effortless to connect, sync, and collaborate across SharePoint, Google Drive, AWS S3, and OneDrive — all without leaving Salesforce.
Google Drive Connector for Salesforce
Integrate Google Drive with Salesforce to manage all your Drive files and folders directly from Salesforce records. Upload, preview, or share files without leaving Salesforce. Perfect for teams using Google Workspace who want unified document collaboration.
SharePoint Integration
Connect your Microsoft SharePoint site with Salesforce to leverage structured document management and collaboration. Organize, edit, and co-author files within SharePoint while keeping everything accessible from Salesforce.
AWS S3 Integration
Store and access high-volume files or media assets cost-effectively with Amazon S3. Manage large datasets, videos, and archives through a secure, scalable integration directly from Salesforce.
OneDrive Integration for Salesforce
Connect OneDrive and Salesforce to manage Microsoft 365 documents directly within your CRM. Sync shared or personal folders, edit and preview files in real-time, and securely share content with internal teams and external collaborators.
Next-Gen Features for Smarter Salesforce File Collaboration
Experience seamless, intelligent file sharing and management with Salesforce’s next-gen collaboration tools—boosting productivity, security, and real-time teamwork across your organization.
Why Choose Smart File Management AI?
Reduce Storage Costs by 4X
Offload heavy files to external cloud storage.
Accelerate Collaboration
Teams and clients can work on shared documents instantly.
Enhance Compliance & Security
Maintain audit trails and permission controls.
Boost Productivity
Spend less time managing storage and more time closing deals.
Quick Deployment
Install and configure in minutes — no coding required.
App Flow – How Smart File Management Works
Smart File Management brings together your Salesforce and cloud storage platforms into one intelligent ecosystem. Here’s how the application streamlines your document workflow from setup to collaboration.
Integration Setup
Connect your preferred cloud storage — Google Drive, SharePoint, AWS S3, or OneDrive — with Salesforce in just a few steps. This integration enables secure, real-time synchronization and easy access to external files directly inside Salesforce.
Enhanced File Management Component
Add the Smart File Management Component to your Salesforce record pages. Users can upload, preview, download, or share files right from the record, creating a unified and user-friendly experience across the platform.
Flexible Feature Configuration
Customize the app based on your business needs. Enable or disable specific file management features for different users, roles, or profiles—ensuring secure access and tailored functionality across your organization.
Streamlined File Organization
Automatically organize files using predefined template folders and hierarchy structures. Maintain consistency in folder naming conventions and keep related documents structured according to your business processes.
Efficient File Handling
Work faster and smarter with built-in support for large file uploads, online downloads, file previews, and secure sharing. Manage all Salesforce files from one place while maintaining complete control over data access and collaboration.
Transform Salesforce File Storage with Smart File Management
Boost performance, cut storage costs, and enhance collaboration—all within Salesforce. Smart File Management helps businesses of all sizes move files to external cloud storage like Google Drive, SharePoint, OneDrive, or AWS S3, reducing expenses while improving file access and productivity.
Highest ROI
Achieve up to 4× ROI by reducing Salesforce file storage costs. Store and manage large files in external systems while keeping instant access through Salesforce.
Quick to Set Up & Use
Get started in minutes—no coding required. Connect your preferred cloud storage and start uploading, viewing, and sharing files directly from Salesforce.
Easy File Collaboration
Enable your internal teams and external users to collaborate on files in real time. Share, preview, and manage documents securely for faster decision-making and improved productivity.
Frequently Asked Questions
What is Smart File Management for Salesforce?
-By connecting Salesforce to external storage platforms, files are stored in your cloud drive (Google Drive, SharePoint, OneDrive, or AWS S3) instead of Salesforce’s native storage. This offloads large files, helping organizations cut storage expenses by up to 4×.
How does Smart File Management reduce Salesforce storage costs?
-By connecting Salesforce to external storage platforms, files are stored in your cloud drive (Google Drive, SharePoint, OneDrive, or AWS S3) instead of Salesforce’s native storage. This off-loads large files, helping organizations cut storage expenses by up to 4×.
Which external storage services does the app support?
+Can users upload and manage files directly from Salesforce?
+Is Smart File Management available on AppExchange?
+All Your Files, One Salesforce App
Explore Smart File Management — the all-in-one document management tool.
