Salesforce Document Management — Powered by Your Storage
DocFynd connects Salesforce with your external storage to automate document workflows, eliminate expensive Salesforce storage costs, and keep every file accessible directly inside your CRM.
★★★★★ Trusted by Salesforce teams worldwide · Listed on AppExchange
Salesforce Teams Lose Hours Every Week to Document Problems
Manual uploads, scattered files, expensive Salesforce storage, and spiralling storage costs — DocFynd eliminates all of them automatically.
Files Scattered Across Tools
Attachments in email, documents in Google Drive or Dropbox, records in Salesforce — no single source of truth.
Manual Upload Fatigue
Teams waste time copying files between systems instead of focusing on actual work.
No Document Traceability
Can't tell which file version is tied to which Salesforce record — compliance risk and audit gaps grow.
Salesforce Storage Costs Are Too High
Native Salesforce file storage is expensive. As document volumes grow, storage costs compound fast — teams end up paying premium Salesforce rates for files that could live on Google Drive or S3 at a fraction of the cost.
DocFynd solves all four — automatically.
What is DocFynd?
One App. Every Storage Platform. All Inside Salesforce.
DocFynd is a native Salesforce document management AppExchange app that connects your org with the external storage your team already uses. Documents flow automatically, folders stay organised, and your team never leaves Salesforce.
It also solves a critical Salesforce cost problem: native Salesforce storage is expensive. DocFynd automatically offloads files to external platforms like Google Drive, Dropbox, or AWS S3 — cutting your Salesforce storage bill by over 50% without any change to how your team works.
Everything Your Team Needs to Manage Documents Effortlessly
Eight powerful capabilities. One seamless experience inside Salesforce.
External Storage Integration
Connect Salesforce with Google Drive, Dropbox, OneDrive, AWS S3, and SharePoint. Access and manage your files without leaving Salesforce. No tab switching, no tool sprawl.
Salesforce Storage Cost Reduction
Native Salesforce file storage costs add up quickly as document volumes grow. DocFynd automatically moves files to your chosen external platform — Google Drive, Dropbox, or AWS S3 — at a fraction of the cost, while keeping every file accessible inside Salesforce.
Email Attachment Sync
Access and upload attachments from Gmail and Outlook directly into Salesforce. Attachments are auto-synced to the corresponding Account, Opportunity, or record and saved into your external storage folder.
Folder Hierarchy Management
Set up and sync your folder structure between Salesforce and external drives. Folders are auto-created per Account, Opportunity, Case, or any custom object — always mirroring your Salesforce structure.
Workflow Automation
Streamline document processes with Salesforce Flows and Process Builder. Automate file uploads, approvals, and sharing without writing custom code. Build once, run automatically.
Real-Time Two-Way Sync
Keep your documents updated with automatic two-way synchronisation between Salesforce and external storage. Changes in either system are reflected instantly across both.
Advanced Search
Locate documents instantly using intelligent search — whether they're stored in Salesforce or external drives. Find any file regardless of where it lives.
Intelligent Auto-Tagging
Documents are automatically tagged using Salesforce metadata — record type, owner, stage, and more. Every file is categorised the moment it enters the system.
The Business Case for DocFynd
Built for teams who value their time and their data.
Up and Running in Three Steps
No complex implementation. No disruption to your team.
Install from AppExchange
Find DocFynd on the Salesforce AppExchange and install it into your Salesforce org in minutes.
Connect Your Storage
Authorise your preferred platform — Google Drive, Dropbox, OneDrive, AWS S3, or SharePoint — and configure your folder structure.
Start Working Smarter
Documents flow automatically. Large files move to external storage. Your team works entirely inside Salesforce.
Trusted by Real Salesforce Teams
Ruffneck Scarves
“DocFynd transformed how our team manages documents inside Salesforce. Attachments are organised automatically, and we no longer waste time searching for files.”
Results
Built for Every Salesforce Team
Whether your team is closing deals, resolving cases, or running operations — DocFynd keeps your documents where you need them.
Sales Teams
Access contracts and proposals stored on Google Drive or Dropbox directly from Salesforce Opportunities. Every document attached to the right deal — automatically.
Service Teams
Retrieve case files from SharePoint or AWS S3 to provide instant, personalised support. Faster resolution, complete audit trail, zero manual effort.
Admins
Easily set up and manage external storage integrations without complex configurations. Customise DocFynd to match your team's exact workflow in hours, not weeks.
Frequently Asked Questions
Everything you need to know about DocFynd and Salesforce document management.
What storage platforms does DocFynd support?+
DocFynd connects Salesforce with Google Drive, Dropbox, OneDrive, AWS S3, and SharePoint. You choose your preferred platform during setup — no code required.
How does DocFynd reduce Salesforce storage costs?+
Salesforce native file storage is significantly more expensive than external platforms like Google Drive, Dropbox, or AWS S3. DocFynd automatically offloads files from Salesforce to your chosen external storage platform, reducing your Salesforce storage consumption — and your storage bill — by over 50%.
Does DocFynd work with Gmail and Outlook?+
Yes. DocFynd includes email attachment sync that works with both Gmail and Outlook — automatically saving attachments to the corresponding Salesforce record and external storage folder.
Is DocFynd available on the Salesforce AppExchange?+
Yes. DocFynd is a listed Salesforce AppExchange product built by TechParrot. It installs directly into your Salesforce org in minutes.
Does DocFynd require custom development to set up?+
No. DocFynd is designed for no-code setup. Most teams are live within hours of installation.
DocFynd is built by TechParrot's Salesforce Consulting team — experts in Salesforce implementation and AppExchange product development.
Start Managing Documents the Smarter Way
Join Salesforce teams who've eliminated manual document work, dramatically reduced their Salesforce storage costs, and brought every file inside their CRM.
Also visit docfynd.com for full product documentation and guides.