You’ve just received a signed contract from a customer. You add it to the account in Salesforce, but your colleagues work in SharePoint. So you download it again, open the right SharePoint folder and upload it there as well. Sound familiar? In this blog, we’ll explain how you can upload Salesforce files to SharePoint automatically, so every file ends up in the right place without any extra steps.
Two systems, one file
Many organisations use Salesforce for their customer data and SharePoint for their documents. That makes sense: both are strong at what they do. But when files live in two places, it becomes hard to know which version is the latest. And every manual upload is a chance to forget something or to pick the wrong folder.
Upload once, store in SharePoint
With File 365, you upload a file to a Salesforce record just like you’re used to. You can use the Upload Files button, or simply drag and drop your files onto the File 365 Toolbox on the record page. As soon as the upload is ready, File 365 moves the file to SharePoint automatically. Salesforce keeps a reference to the file, so you can still open it from the record with one click.
Always the right folder
Where does the file land? You don’t have to think about it. Your administrator decides once which SharePoint location belongs to each Salesforce object, for example a folder per account or a separate SharePoint site per project. From then on, File 365 takes care of it. Do you want to work with subfolders? That’s possible too, and you can still reach every file straight from Salesforce.
It works both ways
Prefer to start in SharePoint? Click Open Folder in Salesforce, and you go straight to the SharePoint folder that belongs to the record. Add your files there, refresh the record, and they show up in Salesforce. Even files you add via the standard Files or Notes & Attachments components are handled by File 365.
Less storage, more overview
Because your files are stored in SharePoint, they don’t take up your Salesforce file storage. At the same time, you keep all the benefits of SharePoint, such as version history and permissions. Everyone works on the same file, wherever they open it.
Interested?
Do you also want to stop uploading the same file twice? Request a free demo now! We’d love to get to know you.