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Companion app for Salesforce file storage

Cut Salesforce storage cost without losing the record context

Offload files from Salesforce while keeping every document linked, searchable and governed exactly where users expect to find it.

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At a glance
Platform
Salesforce native
Record links
Preserved
Search
Retained in Salesforce
Governance
Your sharing model
Built by
UTECH HUB

The cheap fix for storage breaks the thing storage is for

Salesforce file storage gets expensive quickly, and the usual response is to bulk-export attachments to cheaper storage. It works, right up until someone opens a record and the document that used to be there is now a folder path in a system they cannot search.

The cost problem gets solved and a worse problem replaces it: documents that exist but are effectively lost, sitting outside the sharing model and outside your audit trail.

Dochly Storage moves the file without moving the relationship. The record keeps its document, the document keeps its permissions, and the storage bill goes down.

Cheaper storage, same experience

Transparent offload
Files move to lower-cost storage while remaining visible and openable from the record.
Links preserved
Every document keeps its association with the record it belongs to.
Search retained
Documents stay findable from Salesforce rather than only from the storage provider.
Governance intact
Access follows your existing sharing rules and field-level security.
Policy-based rules
Offload by age, object, file size or record type, so active documents stay hot.
Works with Dochly
Generated and signed documents follow the same storage policy automatically.
Orgs approaching a storage limit
Teams facing a storage upsell at renewal who would rather solve it structurally.
Document-heavy operations
Lending, insurance, clinical and legal orgs generating attachments on every record.
Long-lived orgs
Anyone with a decade of attachments nobody is willing to delete.

Dochly Storage questions

Free tool

Salesforce document generation ROI calculator

Work out what manual document handling costs you each month, and what native generation gives back. No sign-up, no sales call.

Open the calculator dochly.com

Certified on the platforms we sell

Eleven Salesforce certifications covering architecture, development, administration, marketing cloud and Agentforce, plus partner status on both sides of the platform.

Verify on AppExchange
Salesforce Certified Application Architect
Salesforce Certified Platform Developer II
Salesforce Certified Platform Developer
Salesforce Certified Platform Administrator
Salesforce Certified Platform App Builder
Sharing and Visibility Architect
Salesforce Certified Data Architect
Salesforce Certified Agentforce Specialist
Marketing Cloud Email Specialist
Salesforce Certified AI Associate
Salesforce Certified Platform Foundations
Salesforce Certified Application Architect
Salesforce Certified Platform Developer II
Salesforce Certified Platform Developer
Salesforce Certified Platform Administrator
Salesforce Certified Platform App Builder
Sharing and Visibility Architect
Salesforce Certified Data Architect
Salesforce Certified Agentforce Specialist
Marketing Cloud Email Specialist
Salesforce Certified AI Associate
Salesforce Certified Platform Foundations

Client work with the receipts attached

Every logo below has a written case study with the scope, the hours and the client's own words. Hover a row to stop it.

All case studies →

What clients say about the work

Every review below is public on Upwork. Hover a row to stop it and read.

★★★★★

We have Balaj as our head Salesforce developer. He is great at fast communication, response time, and project timelines.

Emma F. · Co-founder, Dietitian Live
★★★★★

Working with Umer Balaj has been a game changer for our business. We needed a full customization of our Salesforce system.

Bryce R. · Head of Revenue Operations
★★★★★

I have had the pleasure of working with Balaj for over a year, and he has consistently exceeded expectations. If you are looking for a top-tier Salesforce developer, look here.

Mike P. · CEO
★★★★★

Quick to respond, and ready to help out with any request, Umer is a delight to work with. Currently helping us with multiple integrations.

Jody F. · Salesforce & Deployment Systems Manager
★★★★★

He has been very responsive and helpful with great communication and problem solving skills.

Amber H. · Director of Integrations
★★★★★

He has been nothing but helpful and patient with us and our needs. Very flexible and able to get additional team members to help if needed. Would recommend.

Mollie F. · Director of HR
★★★★★

UTECH HUB knows his ways around Salesforce. They were able to quickly identify and fix persistent issues we had.

Mikhail Myzgin · Peritiae Solutions
★★★★★

We have Balaj as our head Salesforce developer. He is great at fast communication, response time, and project timelines.

Emma F. · Co-founder, Dietitian Live
★★★★★

Working with Umer Balaj has been a game changer for our business. We needed a full customization of our Salesforce system.

Bryce R. · Head of Revenue Operations
★★★★★

I have had the pleasure of working with Balaj for over a year, and he has consistently exceeded expectations. If you are looking for a top-tier Salesforce developer, look here.

Mike P. · CEO
★★★★★

Quick to respond, and ready to help out with any request, Umer is a delight to work with. Currently helping us with multiple integrations.

Jody F. · Salesforce & Deployment Systems Manager
★★★★★

He has been very responsive and helpful with great communication and problem solving skills.

Amber H. · Director of Integrations
★★★★★

He has been nothing but helpful and patient with us and our needs. Very flexible and able to get additional team members to help if needed. Would recommend.

Mollie F. · Director of HR
★★★★★

UTECH HUB knows his ways around Salesforce. They were able to quickly identify and fix persistent issues we had.

Mikhail Myzgin · Peritiae Solutions
★★★★★

Helped me solve a problem I had been battling with for days. Balaj is very knowledgeable in Salesforce and is highly recommended.

Diane Chepaka · Rush Technology
★★★★★

Umer is unmatched, his work is amazing and I am excited for the next project with them.

Bryce Reich · BCM
★★★★★

Great communication and execution. Highly recommended.

Shama Rathi · Salesforce project
★★★★★

Balaj has been incredible to work with. His communication is good, he understood the complexities of our SFDC org along with the API bridges to other platforms. One of the best SFDC devs I have worked with.

Mike Potts · Felix and Fingers
★★★★★

Great developer. Very knowledgeable with Salesforce.

Maura Bevilacqua · Revitpay
★★★★★

UTECH HUB was extremely helpful going over this project. Their technical knowledge was top notch and communication was also great. Would highly recommend.

Cormac White · Salesforce project
★★★★★

Helped me solve a problem I had been battling with for days. Balaj is very knowledgeable in Salesforce and is highly recommended.

Diane Chepaka · Rush Technology
★★★★★

Umer is unmatched, his work is amazing and I am excited for the next project with them.

Bryce Reich · BCM
★★★★★

Great communication and execution. Highly recommended.

Shama Rathi · Salesforce project
★★★★★

Balaj has been incredible to work with. His communication is good, he understood the complexities of our SFDC org along with the API bridges to other platforms. One of the best SFDC devs I have worked with.

Mike Potts · Felix and Fingers
★★★★★

Great developer. Very knowledgeable with Salesforce.

Maura Bevilacqua · Revitpay
★★★★★

UTECH HUB was extremely helpful going over this project. Their technical knowledge was top notch and communication was also great. Would highly recommend.

Cormac White · Salesforce project

Recent client work

Every project links to its full case study. 29 engagements

All case studies →
Dietitian Live 2023-2026 1,707 hours across three contracts, 2.5 years as their head developer Read the case study → Conexiant 2025-2026 3,702 hours across two platforms held by one team Read the case study → Vangeld 2026 585 hours: broker enquiry to funded, all inside Salesforce Read the case study → Finagy 2025-2026 448 hours of senior build and advisory, closed on time Read the case study → Cenegenics 2025 584 hours across clinical Flows and LWC development Read the case study → iSimplifyMe 2024 98 hours from setup to live drip campaigns Read the case study → cFan 2024-2025 600 hours keeping a nonprofit reporting-ready Read the case study → NJM Mechanical & Contracting Milestone based Jobs as the spine of the model, not deals Read the case study → Creger + Collective Financial Milestone based Households at the centre, not lead volume Read the case study → Elevated Boats Milestone based Quote accuracy prioritised over pipeline volume Read the case study → nfinance Milestone based One record application, documents and decision together Read the case study → Butler MC Law Firm Butler MC Law Firm 2026 200 hours: enquiries now arrive already qualified Read the case study → GVA Financial 2025-2026 1,100 hours on advisory operations and reporting Read the case study → Doctor Keloid 2026 200 hours closing the gap between enquiry and booking Read the case study → Peritiae Solutions Jun 2025 to Oct 2025 20 hours, persistent issues closed same-week Read the case study → Revitpay Jul 2024 to Feb 2025 595 hours: two-way sync with CI from GitHub Read the case study → Felix and Fingers Jun 2024 to Mar 2025 241 hours embedded in their scrum team Read the case study → Passport Global Feb 2023 to Nov 2025 40% faster sales cycle, 55% better partner onboarding Read the case study → Transport Security Ongoing 692 hours across commerce and marketing Read the case study → dentalcorp Milestone based 1 creative rebuilt pixel-accurate for Marketing Cloud Read the case study → BCM BCM Ongoing 6,000 opportunities recovered across seven contracts Read the case study → Mercury 2026 75 hours from scattered Sheets to one clean CRM Read the case study → Roundtable & Advisory 2026 75 hours from scattered Sheets to one clean CRM Read the case study → Pissup Reisen 2026 38 hours, failing flows fixed the same week Read the case study → On Demand Advisors Jun 2025 to Jul 2026 4 funnel stages reported from three objects Read the case study → Rush Technology Completed 3 stages with the right fields at each Read the case study → The Philadelphia Inquirer May 2018 to Jan 2020 1 org behind subscriptions, ad sales and support Read the case study → Reliant Funding Feb 2020 to Mar 2021 14 months on loan tracking, end to end Read the case study → Mercury General 2019-2022 75%+ test coverage held through every release Read the case study → Dietitian Live 2023-2026 1,707 hours across three contracts, 2.5 years as their head developer Read the case study → Conexiant 2025-2026 3,702 hours across two platforms held by one team Read the case study → Vangeld 2026 585 hours: broker enquiry to funded, all inside Salesforce Read the case study → Finagy 2025-2026 448 hours of senior build and advisory, closed on time Read the case study → Cenegenics 2025 584 hours across clinical Flows and LWC development Read the case study → iSimplifyMe 2024 98 hours from setup to live drip campaigns Read the case study → cFan 2024-2025 600 hours keeping a nonprofit reporting-ready Read the case study → NJM Mechanical & Contracting Milestone based Jobs as the spine of the model, not deals Read the case study → Creger + Collective Financial Milestone based Households at the centre, not lead volume Read the case study → Elevated Boats Milestone based Quote accuracy prioritised over pipeline volume Read the case study → nfinance Milestone based One record application, documents and decision together Read the case study → Butler MC Law Firm Butler MC Law Firm 2026 200 hours: enquiries now arrive already qualified Read the case study → GVA Financial 2025-2026 1,100 hours on advisory operations and reporting Read the case study → Doctor Keloid 2026 200 hours closing the gap between enquiry and booking Read the case study → Peritiae Solutions Jun 2025 to Oct 2025 20 hours, persistent issues closed same-week Read the case study → Revitpay Jul 2024 to Feb 2025 595 hours: two-way sync with CI from GitHub Read the case study → Felix and Fingers Jun 2024 to Mar 2025 241 hours embedded in their scrum team Read the case study → Passport Global Feb 2023 to Nov 2025 40% faster sales cycle, 55% better partner onboarding Read the case study → Transport Security Ongoing 692 hours across commerce and marketing Read the case study → dentalcorp Milestone based 1 creative rebuilt pixel-accurate for Marketing Cloud Read the case study → BCM BCM Ongoing 6,000 opportunities recovered across seven contracts Read the case study → Mercury 2026 75 hours from scattered Sheets to one clean CRM Read the case study → Roundtable & Advisory 2026 75 hours from scattered Sheets to one clean CRM Read the case study → Pissup Reisen 2026 38 hours, failing flows fixed the same week Read the case study → On Demand Advisors Jun 2025 to Jul 2026 4 funnel stages reported from three objects Read the case study → Rush Technology Completed 3 stages with the right fields at each Read the case study → The Philadelphia Inquirer May 2018 to Jan 2020 1 org behind subscriptions, ad sales and support Read the case study → Reliant Funding Feb 2020 to Mar 2021 14 months on loan tracking, end to end Read the case study → Mercury General 2019-2022 75%+ test coverage held through every release Read the case study →

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