Work
uninterrupted.
Open, edit and preview your Microsoft 365 files directly inside Salesforce. One click. No downloads, no re-uploads, no switching apps.
SharePoint › Northwind › Contracts
Service agreement 2026.docx
Edited 2 min ago · synced
Budget Q3.xlsx
Edited yesterday
Proposal kick-off.pptx
Edited 3 days ago
The hidden cost of switching apps
1,200×
Workers toggle between apps about 1,200 times a day.
Source: Harvard Business Impact
40%
Context switching can cost up to 40% of productivity.
Source: European Business Review
23 min
The average time it takes to regain focus after an interruption.
Source: European Business Review
Collaboration should enhance productivity
But working across Salesforce and Microsoft 365 often means:
Switching between systems eats up time
Keeping track of document versions is a struggle
Emails and chats just to find the latest file
Approvals and updates create constant friction
File 365 fixes it
One click.
One system.
One flow.
File 365 embeds SharePoint directly into Salesforce. Your team opens, edits and previews Microsoft 365 files from any record, and every change syncs both ways automatically.
Edit in Word, Excel or PowerPoint with one click from the Salesforce record
Real-time two-way sync between Salesforce and SharePoint
Save on Salesforce storage, as files are stored in SharePoint
Up and running in under an hour, installed straight from AppExchange
Case details
Folders
▸ Reports
▸ Photos
▸ Email attachments
Placeholder for a 15-second screen recording of File 365 in action
Built for your users. Trusted by IT.
For your users
Easy collaboration
Access and edit SharePoint files in Salesforce with one click.
Remove ambiguity
Every link points to the same SharePoint file, so everyone works on the latest version.
Faster workflows
Preview and edit inline to speed up approvals and reduce back-and-forth.
Works on mobile
Access, view and add files from the Salesforce mobile app.
For admins & IT
Salesforce-aligned permissions
Uses Salesforce's native sharing model and SharePoint permissions.
Quick and easy setup
Standard setup in under an hour with point-and-click settings, no development needed. Choose a folder structure per object.
Deep control and governance
Central admin console to map objects to SharePoint locations and check error logs. Version history and audit trails stay in SharePoint.
Enterprise-ready
Built for Enterprise and Unlimited, with full support for Professional and Essentials.
What our customers say
We can always find the right file.
Downloading, editing, saving, uploading and searching for the correct version is no longer needed.
Thomas de Bruin
Project Manager IT, Dorcas Aid International
File 365 solved our problem.
Our field engineers were getting frustrated. Now we edit documents within Salesforce, exactly what we needed.
Nicholas Vaisey
Developer, CVC
Less admin, better oversight.
No more multiple versions of documents. Everything is easily accessed through Salesforce.
Catrina Keogh Hall
Business Support, McBreen Environmental
An efficient tool for file management.
We store everything in SharePoint and open and edit it directly from Salesforce.
Arnout de Jager
Founder, KNS Automatisering
Why choose File 365
Built by Vloeiend IT, the Salesforce specialists behind SYNC360. We know both platforms inside out, and we know how your teams actually work.
Salesforce DNA
Built by certified AppExchange experts. Secure, scalable and native.
Specialists in both platforms
Integration designed with best practices for Salesforce and Microsoft 365.
Business process expertise
Tailored to real workflows across sales, service and compliance.
Open and supportive
Transparent documentation and responsive support that keeps you moving.
For Salesforce partners
Grow your Salesforce business with File 365
Free NFR license
Use File 365 in your own org and know it inside out.
Earn on every license
A financial incentive on all licenses sold. Details in a short call.
Live in under an hour
No custom development, no maintenance burden.
Clear, predictable pricing
Only pay for the users who need File 365, and adjust the number monthly. No vague tiers, no hidden costs. Non-profits get 10% discount.
Ready to work uninterrupted?
See File 365 in your own context in a 30-minute demo, or start your free 30-day trial from AppExchange today.