FAQ

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

1 min readUpdated 25 September 2024
More in FAQ
  1. How to upgrade your File 365 package in the AppExchange
  2. How to leave a review for File 365 in the AppExchange
  3. How to assign a File 365 license to a user
  4. How to renew your Client Secret of File 365 App Registration
  5. Grant Login Access
  6. Is File 365 suitable for me as a Salesforce and Microsoft 365 user?
  7. Where are my files stored with the File 365 Salesforce SharePoint integration app?
  8. Is there a storage limit?
  9. Will documents stored in SharePoint also be displayed in Salesforce?
  10. Is the file I open in Salesforce the same file as the file in SharePoint?
  11. Which Salesforce editions can be used?
  12. How do folders get the correct name in SharePoint?
  13. How long does it take to process data in SharePoint?
  14. Do I need to purchase a license for every Salesforce user?
  15. Is it possible to adjust the number of users up or down?
  16. How to cancel your File 365 Subscription via the AppExchange
  17. FILE 365 LICENSE AGREEMENT
All articles in FAQ

Yes, with the File 365 Salesforce SharePoint integration app, the file you open in Salesforce is the same file stored in SharePoint. The integration ensures that any file added to a Salesforce record is immediately saved to SharePoint. Similarly, if you upload or edit a file in SharePoint, those changes are instantly reflected in the related Salesforce record. This synchronization ensures you always have access to the most up-to-date version of your files, regardless of whether you’re accessing them from Salesforce or SharePoint.

Was this article helpful?

Need more help?

Our support team is happy to help.

Contact support