CV Files

Highlights

• UPLOAD FILES & LINK EXISTING DRIVE FILES & FOLDERS 1. Instantly attach any existing Google Drive file or folder to any Salesforce record—no uploads or duplicates. 2. Drive permissions stay intact while the asset becomes searchable inside Salesforce.
• FOLDER AND FILE CREATION 1. Create sub-folders from Salesforce within your folder structure 2. Automate folder creation via Flows based on object or record type 3. Link existing Google Drive files or folders to any record—no re-upload needed
• Supports All Standard & Custom Objects Compatible with all Salesforce standard objects, custom apps on Force.com, and AppExchange solutions.
• SINGLE SOURCE OF TRUTH Say goodbye to scattered files—CV Files links all documents to Salesforce records so your team finds everything in one place, eliminating time wasted searching across Google Drive, OneDrive.
• Save on Salesforce Storage & Time 1. Offload file storage by auto-uploading documents to Google Drive or OneDrive—minimize reliance on costly Salesforce storage. 2. Automate everything—create folders, rename, move and upload files using Salesforce Flows.
• INTEGRATE WITH MY DRIVE/SHARED DRIVE/ONE DRIVE 1. Connect with both Google Drive and OneDrive based on your business needs. Easily access, organize, and manage your files without switching platforms. 2. Choose the cloud storage that suits your workflow.
• MULTI-USER LOGIN 1. Users log in with their Google account to manage Drive files with personal or role-based access. 2. Users can manage their files independently, and—with proper access—preview, rename, download, or edit files directly in Salesforce.
• ALLOW LOGIN ONLY WITH THE COMPANY DOMAIN 1. Restrict users from logging in only via the company domain, OR opening it to every Google User in your company. You Decide. 2. Control Default Access to Editor, Commenter or Viewer
• MISC 1. Compatible with Community, Partner, and Experience Cloud—supported in legacy versions only. 2. No Minimum License Requirements 3. Monthly and Annual Payment Plans