Is anyone using SoftDocs for enterprise document management? We are currently in Education Cloud and storing documents in Salesforce. Students are uploading through an Experience Cloud site and internal users are uploading directly in Salesforce. From what I understand, our current process will no longer work (if we go with SoftDocs) and we'll have to reconfigure all our Ed Cloud automations that update our application and document checklist items based on document uploads because all uploads will be required to go through SoftDocs. I can't figure out how we will allow students to upload documents through the portal.
@Higher Ed User Group@* Experience Cloud *
Hi @Suzie Dusek, jumping in late here. Since your goal is to reduce systems and have a true enterprise document management platform, I would first look at the architecture rather than just the migration process.
The question is not only how do we move Salesforce Files to SharePoint? It is how do we ensure Salesforce workflows, Experience Cloud uploads, document access, and governance continue working after the move?
The ideal flow would look like:
Student uploads document through Experience Cloud → document is securely stored in SharePoint → Salesforce maintains the relationship and triggers the required Education Cloud workflows.
Many Education Cloud checklist automations are built around Salesforce file records like ContentVersion or ContentDocumentLink. So before making any move, I would validate whether the document solution can continue creating the Salesforce-side updates your existing automations depend on. That can make the difference between a smooth transition and rebuilding years of workflow logic.
For existing Salesforce Files, the migration itself is only one part. The important pieces are preserving record relationships, metadata, permissions, and making sure users can still find and work with documents from Salesforce after they are moved.
I would also evaluate whether the solution only provides access to files stored in SharePoint or whether it supports the complete document lifecycle inside Salesforce. In higher education, documents are not just stored files. They are uploaded, reviewed, shared, organized, processed, used in workflows, and often generate additional documents throughout the student journey.
This is the approach we have taken with CloudFiles. CloudFiles keeps SharePoint as the enterprise source of truth while giving Salesforce teams a complete document experience within Salesforce, including Experience Cloud uploads, document organization, sharing workflows, automation, document generation, and AI-powered document processing.
I’m the founder of CloudFiles, and my team would be happy to help you map your current Education Cloud setup and identify the cleanest path forward, including what can be preserved, what needs adjustment, and how to avoid introducing another document silo.
