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Get Started

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

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

User Instructions

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
7. Synchronize content

Financial

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
How to cancel your File 365 Subscription via the AppExchange

FAQ

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?
Is the file I open in Salesforce the same file as the file in SharePoint?
Which Salesforce editions can be used?
How do folders get the correct name in SharePoint?
How long does it take to process data in SharePoint?
How to assign a File 365 license to a user
Do I need to purchase a license for every Salesforce user?
Is it possible to adjust the number of users up or down?
How to cancel your File 365 Subscription via the AppExchange

Release Notes

Release Notes

Support

Support

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Knowledge Base
User Instructions

User Instructions

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
7. Synchronize content

Contact

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