Integrate Salesforce and Microsoft 365
for fast and easy
document management in Salesforce
Improve your workflow!
What is File 365?
FILE 365 is a tool that helps you to edit Microsoft 365 files saved in Salesforce more efficiently. Access, Edit and Save documents directly within Salesforce with just one click !
edit directly
in salesforce
Do everything in one platform as you can open and edit MS office files directly in Salesforce.
Microsoft 365
documents
Works with all Microsoft office applications: Excel, Word, Powerpoint
TWO-Way
sync
Edit files either in Salesforce or
in SharePoint with
two-way synchronization.
FILE GALLERY
upcoming
Preview and scroll through multiple files related to a Salesforce record. Click on a thumbnail to enlarge the view and scroll on to next image or file.
collaborate
in documents
Collaborate in real-time with your colleagues in the same document. All changes are saved directly in Salesforce.
mobile
function
Access your files anywhere, anytime. File 365 is functional in the Salesforce app on all devices.
site per recordNEW!
Automatically create sites and folders and store files in an organized way.
Email-to-CaseNEW!
Supports Salesforce Email-to-Case. Incoming mail attachments are linked to the case record and automatically stored in SharePoint.
rename or deleteNEW!
Rename or delete files from the related Salesforce record.
Edit Microsoft 365 files in Salesforce faster
FILE 365 significantly improves the workflow of editing Microsoft 365 files saved in Salesforce. With FILE 365, just one click on a file in a Salesforce record is enough to open the file in the right Microsoft application ready for editing. Changes that are made are automatically saved to the document and synchronized back to Salesforce. No more need to download the files, or upload the file back to Salesforce after editing.
Currently, editing files attached to Salesforce records is timeconsuming and involves many steps. First, you need to download the file. After downloading you can modify the file on the device where the download is stored, either your desktop or your smartphone. After editing your document, saving the document will not automatically upload the file back to Salesforce. If you forget to upload the updated file back to Salesforce, all changes will be lost. All this can be avoided as editing files can be done in just one click, directly in the context of Salesforce with FILE 365.
FILE 365 is an integration of Salesforce and Sharepoint and is available for download on the Salesforce AppExchange.
Access, Edit and Save documents directly within Salesforce with just one click!
Experience it now, plan a free demo
Our clients say
how do I choose the right plan?
Professional, Enterprise, Unlimited, Force.com, Developer, Performance, Essentials
If you have a Per User license, you only need to purchase licenses for the users who need it. This can be adjusted monthly or per year, depending on your type of subscription. Read here how you can adjust the number of File 365 subscriptions in the AppExchange by yourself.
The Site license is an organization-wide, yearly license, for an unlimited number of users. As you can assign licenses to any user, you don’t need to purchase any additional licenses nor any other administrative handling is needed.
For Monthly Per User licenses, yes this is possible. The number licenses can be adjusted monthly up or down. Read here how you can easily adjust the number of licenses in the AppExchange by yourself.
Yearly Per User licenses can be increased throughout the year, for the remaining of the contract period. To downgrade is possible, but it will take effect only at the start of the new contract period.
The Site licenses is a yearly license for the whole org, for an unlimited number of users. there is no need to purchase additional licenses nor is any additional handling needed.
Standard payment is annually in advance, if you have another preference this is negotiable, please feel free to contact us.
Yes, we can take care of this for you. Leave a message here to discuss the possibilities.