We are convinced that you can get even more return from Salesforce if you combine it with the power of Microsoft 365. This is exactly the reason why we developed FILE 365. However, this requires a new way of thinking. Many IT managers seem to believe that their colleagues have adopted change for a long time, but when we demonstrate FILE 365 without fail we frequently get a set of standard questions that indicate that your organization actually still embraces an old way of working. Here are four.

1. Is the file I open in Salesforce the same file as the file in SharePoint?

FILE 365 controls where files from Salesforce are stored in SharePoint. Where exactly in SharePoint is not relevant. FILE 365 synchronizes both ways. If you edit a document from a Salesforce record, it will immediately be saved back to SharePoint. And it also works the other way around: A document that you edit from SharePoint or upload to a SharePoint folder is immediately visible in the corresponding Salesforce record. It is therefore always one and the same file.

2. Can I browse my files?

Yes, you can always browse your files in SharePoint. But why would you want that? You can browse your information within Salesforce. Your customer is key, because that is after all why you chose Salesforce. If you do fall back to the well-known folder structure, you put your business processes first – nice and old-fashioned.

3. Is there a storage limit?

With FILE 365, all your files are stored in SharePoint. So the storage limits of your Microsoft 365 subscription apply, which are significantly larger than the default limits in Salesforce.

4. When will my colleagues see my changes?

Real time. It works exactly the same as when you collaborate on documents in SharePoint and Microsoft 365 applications. You see the changes immediately. An additional advantage: you never have to wait for your colleague to return from vacation, maternity leave or quarantine because you need that latest version of that contract that waits in his or her mailbox.

Interested?

Are you ready to let go of your old ways and embrace change? With FILE 365 you still have all your documents immediately available, but also benefit from the advantages mentioned above. Want to know more? Plan a demo now without any obligation! If you still have questions, we will be happy to answer them.