Key Takeaways
- Navirum partners with CloudFiles to enhance document management on Salesforce, enabling better file handling without using CRM storage.
- Organizations can manage files, generate documents from live data, and automate workflows using CloudFiles in conjunction with Navirum’s Salesforce expertise.
- This partnership simplifies critical processes in financial services, improving operational efficiency and client experience through better document connectivity.
- CloudFiles utilizes AI to extract relevant information from documents, allowing for improved data usability and integration with Salesforce processes.
- Navirum helps organizations integrate CloudFiles into their Salesforce strategy, identifying document-heavy processes suitable for automation.
Navirum Partners with CloudFiles
Navirum is proud to announce our official partnership with CloudFiles, a document management platform that helps organizations manage files directly on Salesforce records without relying on CRM storage.
CloudFiles enables organizations to manage every file on the record, generate documents from live data, extract information with AI, and automate document-driven workflows in Salesforce.
By combining CloudFiles’ capabilities with Navirum’s deep Salesforce and financial services expertise, we can help organizations simplify document-intensive processes, reduce manual work, and build more efficient Salesforce workflows.
Why This Partnership Matters
Documents are at the centre of many critical financial services processes — from client onboarding and account opening to compliance, contracts, reporting, and ongoing client service.
Yet documents and the data associated with them are often managed across disconnected systems. This can create manual work, limited visibility, and unnecessary complexity.
CloudFiles helps bring these processes closer to Salesforce, allowing organizations to manage documents in the context of the records and workflows they already use.
For organizations looking to get more value from Salesforce while controlling CRM storage, improving automation, and exploring practical applications of AI, this can provide a powerful addition to their technology ecosystem.
Key Capabilities for Salesforce Users
With CloudFiles and Navirum, organizations can leverage:
- Document management without CRM storage: Manage files directly from Salesforce records without using Salesforce CRM storage for the files.
- Document generation from live data: Generate documents using current Salesforce data, reducing manual data entry and document preparation.
- AI-powered data extraction: Extract relevant information from documents using AI and bring that data into Salesforce processes.
- Automated document workflows: Automate repetitive document-related activities, including document generation, processing, and workflow steps.
- Connected Salesforce processes: Keep documents, data, and business workflows connected within the Salesforce environment.
Supporting Smarter Financial Services Workflows
For financial services organizations, document management is closely connected to operational efficiency, compliance, and client experience.
Whether the process involves onboarding a new client, collecting required documentation, preparing agreements, or extracting information from incoming files, organizations can benefit from reducing the number of manual steps involved.
CloudFiles provides the technology layer, while Navirum brings the financial services expertise, Salesforce consulting, and implementation experience needed to translate that technology into practical business solutions.
Together, we can help organizations identify document-heavy processes that are good candidates for automation and determine how they can be integrated into a broader Salesforce strategy.
Looking Ahead
Navirum is excited to welcome CloudFiles to our ecosystem of technology partners.
As financial services organizations continue to modernize their operations and adopt AI and automation, connecting documents, data, and workflows will become increasingly important.
Through this partnership, Navirum and CloudFiles can help organizations move beyond simply storing documents toward using documents as part of intelligent, automated Salesforce workflows.
Interested in exploring what CloudFiles could enable within your Salesforce environment? Connect with Navirum to learn more.
Interested in exploring what CloudFiles could enable within your Salesforce environment? Connect with Navirum to learn more.
Frequently Asked Questions
CloudFiles is a Salesforce document management platform that enables organizations to manage files on Salesforce records, generate documents from live data, extract information using AI, and automate document workflows.
CloudFiles is designed to manage files on Salesforce records without using Salesforce CRM storage for those files, helping organizations manage document volumes while keeping files connected to their Salesforce processes.
Yes. CloudFiles can generate documents using live data from Salesforce, helping reduce manual document preparation and improve consistency.
CloudFiles can use AI to extract relevant information from documents, helping organizations turn unstructured document content into usable data that can support Salesforce workflows and business processes.
By connecting documents and extracted data with Salesforce records and workflows, CloudFiles can help automate repetitive document-related processes and reduce manual intervention.
Navirum combines Salesforce consulting expertise with deep financial services knowledge to help organizations identify suitable use cases, design workflows, and integrate CloudFiles into their broader Salesforce strategy.
