Get Started 7 Installation File 365 Set Up Manual (PDF) File 365 User Instructions (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 10 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 Grant SharePoint folder permissionsFile 365 Document TemplatesAutomatic Folder CreationUpload Files to SharePoint directly into a subfolder (needs Before Trigger)
User Instructions 7 1. Authenticate User to SharePoint 2. Upload files in Salesforce to SharePoint 3. Access SharePoint files from Salesforce 4. Edit SharePoint files directly from Salesforce 5. Rename or Delete a file in Salesforce and SharePoint 6. Organize your files with subfolders in SharePoint 7. Synchronize content
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 17 How to upgrade your File 365 package in the AppExchange How to leave a review for File 365 in the AppExchange How to assign a File 365 license to a user How to renew your Client Secret of File 365 App Registration Grant Login Access 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?
