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

Setup and Configuration

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

User Instructions

1. Authenticate User to SharePoint
3. Access SharePoint files from Salesforce
2. Upload files in Salesforce to SharePoint
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

How to change your free trial to paid subscription
How to adjust the number of licenses
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 cancel your File 365 Subscription via the AppExchange
How to change your credit card details on the AppExchange

FAQ

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

Release Notes

Release Notes

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E info@file365.nl
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