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Storage Costs Climb
Salesforce storage can become expensive as files accumulate. Keep large files outside Salesforce and use your storage more efficiently.
Your Salesforce files.
FileTranz moves Salesforce files to external cloud storage and helps reduce Salesforce storage usage.
The problem
Storage is expensive.
Storage is expensive.
Files are scattered.
Every attachment, contract, and scanned invoice adds to your Salesforce org's storage bill, and juggling separate cloud accounts on top of that only adds friction for your teams.
02
Files Live in Silos
Important files can become scattered across Salesforce and other storage systems, making them harder to manage.
03
No Single Access Policy
Managing file access across users and teams can become difficult without centralized control.
04
Migration Is Painful
Moving files out of Salesforce manually can mean time-consuming exports, scripts, and risky processes.
Connectors
One connector. Any cloud. Zero extra logins.
FileTranz sits inside Salesforce and routes files to the storage provider your organization already trusts — Amazon S3, Microsoft OneDrive, SharePoint, Google Drive, or any other external cloud storage system — without changing how your users work.
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See it in action
See FileTranz in Action
See how FileTranz connects Salesforce with your preferred cloud storage and seamlessly manages files across platforms.
In short: a file is uploaded on a Salesforce record, FileTranz routes it to your connected cloud storage, and the team keeps working from the same record page — no separate login, no separate app.
How files move
How Your Files Move
FileTranz securely moves files from Salesforce to your connected cloud storage while keeping them accessible when you need them.
01
Capture
Files are created or uploaded on a Salesforce record.
02
Route
FileTranz applies your configured storage rules.
03
Store
Files are securely stored in your selected cloud.
04
Access
Users keep accessing files from the Salesforce record.
Scope note
FileTranz is not enabled for bidirectional sync. Files can only be uploaded from Salesforce to your connected cloud storage. Uploading a file directly into your cloud storage and expecting it to sync back into Salesforce is not part of the current scope.
Viewing a file
Read-only, straight from storage
Clicking a file name doesn't sync anything back into Salesforce. FileTranz uses the file mapping maintained in the backend to give the user read-only access to the file directly from cloud storage.
Downloading a file
Delivered in its original format
Clicking download pulls the file's data from cloud storage and delivers it to the user's local machine in the original source file format.
Features
Everything You Need to
Everything You Need to
Manage Salesforce Files.
Everything users need for everyday files, plus the controls administrators need to manage storage at scale.
Org-Wide Configuration
Define file settings, supported file types, and organization-wide policies from one place.
Bulk, enterprise-scale uploads
Upload up to 15 files at a time, with each file up to 2 GB — sized for real business volume.
Log Activity tracking
Choose exactly which user activities are tracked across the organization for full visibility.
Built-in Recycle Bin
Retain deleted files for 7, 15, or 30 days, auto-purge on schedule, and restore in one click.
Permission Set Configuration
Grant Upload, View, Edit Filename, Download, Delete, and Restore independently, per user or profile.
FileTranz record component
Users upload, preview, download, and manage files directly from the Salesforce record they're working on.
Manage FileTranz Jobs
Automate migration, schedule jobs, and move files between Salesforce and cloud storage in the background.
Multilingual support
Labels follow each user's Salesforce language setting and remain editable through Translation Workbench.
Admin control
One console. Everything configurable
A dedicated FileTranz Admin tab puts storage, limits, policies, jobs, and logs in one place.
FileTranz Admin — Configuration
| Control | What you set | Status |
|---|---|---|
| Storage Configuration | Connect Amazon S3, OneDrive, SharePoint, or Google Drive | Connected |
| File limits | Max 15 files per upload, 2 GB per file | Configured |
| Allowed file types | Whitelist or block extensions org-wide | Configured |
| Permission Sets | Assign upload, preview, download, delete rights | Configured |
| Log Activity | Choose which user actions are tracked | Configured |
| Recycle Bin | Set retention period for deleted files | 30 days |
| FileTranz Jobs | Schedule and automate migration jobs | Scheduled |
| Language | Set interface language for global teams | Multilingual |
Why teams trust it
Same experience. Any storage.
FileTranz separates where files live from how people use them. Content goes to the cloud provider your organization already trusts; metadata stays in Salesforce as an External Files record linked to the parent record.
01
Salesforce sharing model honoured
If a user can't see the record, they can't see its files. CRUD and FLS apply to External Files.
02
Encrypted credentials
Connection credentials for S3, OneDrive, SharePoint, or Google Drive are stored encrypted in Salesforce and never exposed to end users.
03
TLS 1.2+ on all traffic
Optional server-side encryption (such as SSE-S3 or SSE-KMS) protects objects at rest where the provider supports it.
04
Least-privilege access
Use a dedicated service account or IAM user scoped to a single bucket or library, limited to Put, Get, and Delete.
05
Complete audit log
Activity and error logs are stored as Salesforce records and remain queryable and reportable.
Use cases
A better fit for teams with
A better fit for teams with
files to manage.
Sales Teams
- Proposals
- Contracts
- Presentations
- Customer documents
Service Teams
- Case attachments
- Reports
- Images
- Customer files
Operations Teams
- Internal documents
- Business files
- Storage management
Salesforce Admins
- Configuration
- Permissions
- File management
- Storage control
Getting started
Installed in an afternoon
Start in a sandbox, connect a provider, configure your policies, then move legacy attachments in the background.
01
Install FileTranz
AppExchange
02
Connect Storage
Cloud Storage
03
Configure Rules
Permissions & preferences
04
Start Moving Files
Manage files outside Salesforce
FAQ
Questions admins
Questions admins
usually ask
Still evaluating? Book a short walkthrough and see FileTranz with your own org's workflow.
Book a 20-Minute Demo
Amazon S3, Microsoft OneDrive, SharePoint, Google Drive, or any other external cloud storage system, connected through the FileTranz Admin configuration screen.
No. FileTranz is not enabled for bidirectional sync. Files can only be uploaded from Salesforce to your connected cloud storage; a file uploaded directly into your cloud storage will not sync back into Salesforce.
Viewing a file gives read-only access directly from cloud storage using the backend file mapping. Downloading pulls the file's data from cloud storage and delivers it to your local machine in its original source format.
FileTranz supports uploads of up to 15 files at a time, with each file up to 2 GB in size.
Yes. FileTranz Jobs bulk-migrate existing files and attachments using filters on object, record type, owner, or date, and can optionally delete the Salesforce copy after a successful upload.
The built-in Recycle Bin keeps deleted files recoverable for a configurable retention period of 7, 15, or 30 days, with automatic purge on schedule and one-click restore.
Yes. Permission Set Configuration lets admins assign Upload, View, Edit Filename, Download, Delete, and Restore rights independently, per user or profile.
No. The component sits on the record page and behaves like the standard Files experience — drag and drop, preview, download.
Yes. Install the languages you need, and labels follow each user's Salesforce language setting.
FileTranz
Stop paying Salesforce prices
Stop paying Salesforce prices
for file storage.
See FileTranz on your own org's data in a 20-minute walkthrough.
