Anyone who works with Salesforce knows how important it is to always have access to the right version of the right documents. As such, managing documents effectively is essential to stay productive and avoid mistakes. In this blog, we’ll discover how you can directly access Office 365 from Salesforce by integrating Salesforce with SharePoint and take your file management to the next level.
No more searching across systems
We’ve all been there: you urgently need a certain document, but you can’t remember where it is: in Salesforce or on a SharePoint site? And if it’s in SharePoint, what folder is it in? You can avoid this time-consuming searching for files by integrating Salesforce and SharePoint. This gives you a single entry point for storage in different storage systems and always the correct and most up-to-date document.
Efficiently edit files from Salesforce
Even the smallest changes in Salesforce require a lot of actions to update a file. Download, edit locally, and then upload back to the correct record. The File 365 integration with Microsoft 365, enables you to open and edit files directly from the related Salesforce record, directly in the appropriate Microsoft Office app. Changes you make from Salesforce or SharePoint are shown in Salesforce and SharePoint immediately after saving.
Audit trails
Especially if there are multiple employees involved in editing documents in Salesforce, it’s important to have a clear overview of the history and changes. Thanks to the integration with SharePoint, File 365 enables you to always find out who made which changes and when. Confusion, errors and even legal problems due to the lack of an audit trail of your Salesforce files are a thing of the past.
Advanced security
In a world where data management and security are becoming increasingly important, it’s essential to pay enough attention to the protection of your documents. Inadequate security can lead to data breaches, privacy breaches, and even legal ramifications. With File 365, you can choose to store all files related to a specific record in Salesforce in a separate SharePoint site. This provides a better overview and simplifies security, as access to files is controlled by the settings of the SharePoint site.
The best of both worlds
The Salesforce SharePoint integration of FILE 365 allows you to open and edit your SharePoint files directly from Salesforce, including all the smart functionalities of the Microsoft 365 applications. This ensures more efficiency, overview and improved security of all your files. With FILE 365 you combine the best of both worlds.
Interested?
Do you also want to take your document management to the next level? Request a free demo now! We’d love to get to know you.
