Get Started 6 Installation File 365 Set Up Manual (PDF) File 365 Set Up Video Tutorial How to assign a File 365 license to a user File 365 Gallery Video Tutorial I would like to outsource the full implementation. Can you do this for us?
Setup and Configuration 8 1. Connect Salesforce and Microsoft 365 (Azure AD) 2. Multiple tenants and SharePoint Site locations 3. File 365 User permissions and licenses 4. Set up SharePoint Location: Sites and Folders 5. Set up File 365 in the User Interface 6. File 365 Administration App Optional Configuration File 365 Document TemplatesAutomatic Folder Creation
User Instructions 8 File 365 User Instructions (PDF) 1. Authenticate User to SharePoint 2. Upload files to Salesforce 3. Access SharePoint files from Salesforce 4. Editing documents 5. Rename or Delete a file in Salesforce 6. Organize your files with subfolders in SharePoint
Financial 8 What are the prices for FILE 365? Do I need to purchase a license for every Salesforce user? Is it possible to adjust the number of users up or down? Can I also pay monthly per user? How to adjust the number of licenses How to change your free trial to paid subscription How to change your credit card details on the AppExchange
FAQ 15 FILE 365 LICENSE AGREEMENT How to upgrade your File 365 package in the AppExchange How to renew your Client Secret of File 365 App Registration Is File 365 suitable for me as a Salesforce and Microsoft 365 user? Where are my files stored with the File 365 Salesforce SharePoint integration app? Is there a storage limit? Will documents stored in SharePoint also be displayed in Salesforce?
