Connect Cloud Storage to
Any Salesforce Record
Automatically with Dochly Storage
Dochly Storage is a 100% native Salesforce cloud storage integration. Auto-create folders, sync files and browse Google Drive, OneDrive or Dropbox directly from any Salesforce record — no switching tabs, no manual uploads.
Connect Cloud Storage to Any Salesforce Record Automatically with Dochly Storage
Dochly Storage is a 100% native Salesforce cloud storage integration. Auto-create folders, sync files and browse Google Drive, OneDrive or Dropbox directly from any Salesforce record — no switching tabs, no manual uploads.
What is Dochly Storage?
Dochly Storage is a native Salesforce app that bridges your CRM with leading cloud storage providers. Instead of downloading files, switching to Google Drive or Dropbox, organizing folders manually, and re-uploading to Salesforce. Dochly Storage automates the entire process inside your existing Salesforce workflow.
When a Salesforce record is created, Dochly Storage automatically creates a corresponding cloud folder. Files attached to that record are synced to the cloud automatically. Sales reps, HR teams, finance staff, and operations managers can browse, upload, preview and download files directly from the Salesforce record page.
Dochly Storage completes the full document lifecycle alongside Dochly document generation, native e-signature, and document workflow management all inside Salesforce.
Eight features. One complete storage system.
Dochly Storage ships eight production-ready features covering every aspect of cloud document storage inside Salesforce from initial provider connection through to automated background sync. Click any screenshot to preview it in full.
Connect cloud providers
- OAuth login no passwords stored, fully secure authentication
- Connect or disconnect any provider from the Salesforce setup screen
- Multiple accounts supported per provider for enterprise use
Folder browser on record pages
- Browse cloud folders directly on any Salesforce record page
- Upload, download, and preview files without leaving Salesforce
- Works on standard and custom Salesforce objects
Auto folder creation
- Cloud folder created automatically when a Salesforce record is created
- Works with standard and custom Salesforce objects
- Bulk-create folders for all existing records in one action
File sync to cloud
- Salesforce Files attached to a record are automatically pushed to the cloud folder
- Option to delete the original file after sync to save CRM storage
- Supports all file types
Subfolder templates
- Define a consistent subfolder structure for each Salesforce object
- Applied automatically to every new record folder created
- Apply to all existing folders in bulk retroactive standardization
Secure & fully logged
- OAuth refresh tokens are stored inside your Salesforce org and access is restricted to the Dochly Storage Admin permission set. No passwords are ever stored.
- Two permission sets: Admin (full setup) and User (browse & upload)
- Every action logged with status, file name and timestamp for compliance audit trails
Object manager
- Choose which Salesforce objects link to which cloud provider
- Enable, disable, or edit any object configuration at any time
- Full admin control over the storage architecture from within Salesforce
Background jobs
- Scheduled job catches any missed folder creations or file syncs automatically
- Runs without manual setup or ongoing monitoring required
- Compatible with Dochly batch document processing for high-volume operations
Use Dochly Storage inside any Salesforce Flow
All 12 actions are available as native Flow components — no Apex, no custom code. Use these inside Record-Triggered Flows, Screen Flows, or Scheduled Flows to build fully automated document storage pipelines.
Combine Flow actions with Dochly conditional document logic to build pipelines like: "When an Opportunity closes as Won, generate the contract, collect e-signature natively, then sync the signed PDF to the account's Google Drive folder automatically."
Set up in under 5 minutes
Once configured, the entire storage workflow runs automatically for every record — no ongoing manual effort. Use the quick-start checklist to go live fast. Click any illustration to preview it.
Contact to Install
Install Dochly Storage (a separate managed package by UTECH HUB) from AppExchange and connect it to your Salesforce org.
Connect via OAuth
Authenticate Google Drive, OneDrive, or Dropbox — no passwords stored. Connect multiple accounts simultaneously.
Configure objects & subfolder templates
Link Salesforce objects to providers. Define subfolder templates — Contracts / Proposals / Signed Documents / Archive.
Records auto-create cloud folders
Every new Salesforce record creates its corresponding cloud folder. Bulk-create folders for all existing records in one action.
Files sync automatically
Any file attached to a record — including auto-generated documents — is pushed to the cloud folder with full logging.
Browse & manage from Salesforce
Browse, upload, preview, and download files from the Salesforce record page — no switching to Google Drive or Dropbox.
The benefits of keeping documents inside Salesforce
Organizations using Dochly Storage alongside Dochly for Salesforce eliminate the last remaining manual step in the document lifecycle.
Zero manual file organization
Consistent folder structures
Full audit log on every action
Encrypted token storage
Flow-triggered automation
In-CRM file browsing
Auto file sync to cloud
Works on any Salesforce object
No third-party tools needed
Dochly Storage vs manual cloud storage
Without Dochly Storage, teams lose hours each week to manual file handling.
| Without Dochly Storage | With Dochly Storage |
|---|---|
| Manual folder creation in Google Drive / Dropbox | Folders auto-created when a Salesforce record is created |
| Download file → organize → re-upload to cloud | Files auto-synced from Salesforce to the cloud folder |
| Switch tabs to Google Drive / OneDrive to find files | Browse, preview & download from the Salesforce record |
| Inconsistent folder naming and structure | Subfolder templates enforce consistent structure |
| No audit trail for file access or changes | Every action logged with status, filename, and timestamp |
| Signed documents stored outside Salesforce | Files stored securely in your own cloud account |
| No automation — all manual steps | 12 Flow actions for fully automated document pipelines |
| Passwords shared for cloud provider access | OAuth only encrypted tokens, no passwords stored |
Get the most from Dochly Storage
Use the Dochly getting started guide alongside these practices. Connect to the full document generation suite for maximum impact.
Practices
Follow these eight practices to standardize, automate, and audit your document storage from day one.
Install Dochly Storage Today
Close the final gap in your Salesforce document lifecycle. With document generation, native e-signature and cloud storage all running inside Salesforce every document from first draft to signed contract is managed in one place.
Also explore: Document Flow Optimization • Compliance Document Management • Electronic Document Management • Automate Contracts in Salesforce
Built for every Salesforce team
Dochly Storage supports any team that generates, handles, or archives documents in Salesforce.
Financial services
Loan agreements, KYC documents, and audit files auto-organized with full access logs for regulatory compliance.
Healthcare
Patient consent forms and signed documents stored securely with role-based access and encrypted tokens.
SaaS & technology
Customer contracts and SLA documents linked to Opportunity records auto-synced on close.
Manufacturing
Vendor contracts and compliance certifications organized by supplier record in structured subfolders.
Human resources
Onboarding documents and signed offer letters stored in folders linked to HR records.
Sales teams
Proposals and contracts auto-organized by Opportunity every deal has a complete folder from Day 1.
Professional services
SOW documents and deliverables organized by project record with client-facing shareable links.
Government
Procurement documentation and regulatory submissions stored with full audit trails.
Also available for Customer Service, Business Operations, Field Service, Shipping & Logistics and IT Operations. See all department solutions.