Reduce Salesforce Storage Costs by Up to 90%

What is Smart File?

Smart File is a native Salesforce application designed to help businesses reduce Salesforce storage costs by connecting Salesforce with Google Drive, Microsoft SharePoint, OneDrive, or AWS S3. It automatically organizes files in your preferred cloud storage while allowing users to upload, preview, search, share, and manage documents directly from Salesforce. With automated folder creation, real-time synchronization, and enterprise-grade security, Smart File delivers a scalable, cost-effective file management solution without changing how your teams work.

Your Preferred Cloud Storage. Fully Connected to Salesforce

No matter which cloud storage platform your organization uses, Smart File for Salesforce Storage integrates seamlessly to automate folder creation, synchronize files in real time, and maintain secure access all without changing how your team works in Salesforce.

Google Drive

Bring your existing Google Workspace storage into Salesforce. Folders are created automatically per record, files sync bidirectionally, and your team can preview documents without switching tabs — no new storage subscription required.

AWS S3

Connect Salesforce directly to Amazon S3 for enterprise-scale, highly durable object storage. Ideal for large files, media assets, and organizations already standardized on AWS infrastructure. Files sync in real time, with role-based access controls enforced from Salesforce.

Microsoft SharePoint

Extend your SharePoint document libraries into Salesforce records. Built for organizations with established SharePoint governance, permission models, and retention policies already in place.

Microsoft OneDrive

Connect individual and team OneDrive storage to Salesforce for organizations standardized on Microsoft 365. Files stay accessible from both platforms, with consistent folder naming and structure.

Why Businesses Need Smart File for Salesforce Storage

As your Salesforce data grows, so do your storage challenges. From rising storage costs and duplicate files to compliance requirements and limited file capacity, Smart File for salesforce storage helps you overcome these issues by securely connecting Salesforce with your existing cloud storage.

Storage limits

Orgs hit Salesforce's file storage ceiling faster than expected, especially with attachments, contracts, and images.

Rising storage costs

Additional storage is billed per user, per month — a recurring cost that scales with headcount, not usage.

Duplicate files

Without a central storage strategy, the same files get uploaded to multiple records, wasting space.

Compliance & retention

Regulated industries need files retained in specific systems with clear audit trails.

File accessibility

Teams outside Salesforce (finance, operations, partners) often need files without a Salesforce license.

Large attachments

Contracts, CAD files, and media assets consume storage disproportionately fast.

Enterprise scalability

As orgs grow, manual file management processes break down without automated folder structures.

IT overhead

Manually monitoring and purging Salesforce storage is a recurring, low-value task for admins.