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Get Started

How to assign a File 365 license to a user
File 365 Gallery Video Tutorial
Installation
File 365 User Instructions (PDF)
File 365 Set Up Manual (PDF)
I would like to outsource the full implementation. Can you do this for us?
File 365 Set Up Video Tutorial

Setup and Configuration

6. File 365 Administration App
5. Set up File 365 in the User Interface
4. Set up SharePoint Location: Sites and Folders
3. File 365 User permissions and licenses
2. Multiple tenants and SharePoint Site locations
1. Connect Salesforce and Microsoft 365 (Azure AD)

Optional Configuration

Upload Files to SharePoint directly into a subfolder (needs Before Trigger)
Grant SharePoint folder permissions
Automatic Folder Creation
File 365 Document Templates

User Instructions

7. Synchronize content
6. Organize your files with subfolders in SharePoint
5. Rename or Delete a file in Salesforce and SharePoint
4. Edit SharePoint files directly from Salesforce
2. Upload files in Salesforce to SharePoint
3. Access SharePoint files from Salesforce
1. Authenticate User to SharePoint

Financial

How to change your credit card details on the AppExchange
How to cancel your File 365 Subscription via the AppExchange
Can I also pay monthly per user?
Is it possible to adjust the number of users up or down?
Do I need to purchase a license for every Salesforce user?
What are the prices for FILE 365?
How to adjust the number of licenses
How to change your free trial to paid subscription

FAQ

How to leave a review for File 365 in the AppExchange
Grant Login Access
FILE 365 LICENSE AGREEMENT
How to cancel your File 365 Subscription via the AppExchange
How to renew your Client Secret of File 365 App Registration
How to assign a File 365 license to a user
How to upgrade your File 365 package in the AppExchange
Where are my files stored with the File 365 Salesforce SharePoint integration app?
Is it possible to adjust the number of users up or down?
Do I need to purchase a license for every Salesforce user?
Which Salesforce editions can be used?
How long does it take to process data in SharePoint?
Is there a storage limit?
Is the file I open in Salesforce the same file as the file in SharePoint?
How do folders get the correct name in SharePoint?
Will documents stored in SharePoint also be displayed in Salesforce?
Is File 365 suitable for me as a Salesforce and Microsoft 365 user?

Release Notes

Release Notes

Support

Support

Home
Knowledge Base
Setup and Configuration
Optional Configuration

Optional Configuration

Grant SharePoint folder permissions
File 365 Document Templates
Automatic Folder Creation
Upload Files to SharePoint directly into a subfolder (needs Before Trigger)

Contact

T 31 (0)854 890 900
E info@file365.nl
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