Simplify Document Organization with C-File Manager – The Smarter Way to Manage Files in Salesforce

C-File Manager organizes and streamlines how you handle documents in Salesforce. With record-specific folders, advanced search, and one-click file actions, it eliminates clutter and saves time, ensuring the right documents are always within easy reach.
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Overview

In standard Salesforce, uploaded files often appear in one long, cluttered list,making it difficult to find what you need without multiple clicks. C-File Manager changes that by introducing a clean, folder-based structure, advanced search, and record-specific file management. Whether it’s sales contracts, HR documents, marketing assets, or project files, C-File Manager delivers a modern document management experience that boosts productivity and ensures files stay organized and accessible. 

Core Features

  • Organized File Management: Keep files organized with intuitive folder navigation while ensuring each document stays linked to its specific record for clear context.
  • Advanced Search & Filters: Search by keyword or filters—and instantly see the Salesforce record linked to a file.
  • Bulk Actions & Sharing: Easily manage documents with bulk uploads, quick actions like preview or download, and secure public links for external sharing.
  • Webcam/Mobile Capture Upload: Capture and upload files instantly using your device’s camera.
  • Challenges

    • Cluttered File Lists: Standard Salesforce file uploads display all files in one place, with no grouping.
    • Time-Consuming Search: Finding the right file often requires multiple clicks and scrolling.
    • Lack of Context: Files aren’t clearly tied to specific records, leading to confusion.
    • Limited Sharing Options: No simple way to generate secure external access links for clients or partners.

    Solution

    • Organized Storage: Folders and tree navigation keep files structured and easy to browse.
    • Smarter Search: Advanced filters, tags, and metadata make file discovery effortless.
    • Record Accuracy: Every file remains linked to its respective Salesforce record for clear context.
    • Fast Capture & Upload: Use webcam or mobile devices to capture and upload files instantly.

    Compatibility

    • Requires
      Platform Cloud
    • Compatible With
      Sales Cloud, Service Cloud, and Platform Cloud
    • Salesforce Editions
      Professional, Enterprise, Unlimited, Developer, and Essentials

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    Benefits

    Benefits

    • Better Organization: Folders, categories, and file types keep everything structured and easy to manage.
    • Boost Productivity: Save time by quickly finding and uploading files with smart search and bulk upload features.
    • Improved Collaboration: Share secure public access links and keep teams aligned with the latest versions of files.
    • Mobile Ready: Capture and upload documents instantly from mobile devices for seamless, on-the-go updates.

    Customer Testimonial

    C-File Manager has transformed how we handle documents in Salesforce. Our files are no longer buried in endless lists—they’re neatly organized, searchable, and always tied to the right record. Sharing files is easier, uploads are faster, and our team is much more productive.”

    5/5

    Unlike the standard upload, which creates a cluttered list, C-File Manager organizes files into folders, supports advanced search, and ties every file to its specific record.

    Yes. You can search by keyword, tags, metadata, or custom filters, and even see the record linked to a file.

    Yes. Public access links can be generated for easy external sharing.

    Yes. Files can be uploaded directly from your mobile device or captured using the camera.

    All common formats such as PDFs, images, Word, Excel, and more.

    Absolutely. The interface is fully responsive across desktop, tablet, and mobile.

    Get C-File Manager installed in your Salesforce Org today and start converting smarter.