Automate® vs. CloudFiles

Automate® is a robotic process automation (RPA) solution designed to help users streamline repetitive manual tasks across various business processes. By utilizing no-code features, Automate® makes RPA accessible to individuals and organizations regardless of their coding experience. This user-friendly approach allows businesses to enhance efficiency and productivity by automating tasks that would otherwise require significant manual effort. The target audience for Automate® includes businesses of all sizes looking to optimize their operations.

CloudFiles is document automation for Salesforce. It manages, generates, shares and processes the documents a business runs on, directly from the Salesforce record, while the files stay in the customer’s own storage. CloudFiles Document Management connects Salesforce records to Microsoft SharePoint, Google Drive, Microsoft OneDrive, Amazon S3, Dropbox and Box. Every record gets its own folder, built from a structure and naming rules set once, and files are shared externally through links that expire, can require a password, and track opens and downloads.