Get Started 12 Installation File 365 Set Up Video Tutorial File 365 Set Up Manual (PDF) How to assign a File 365 license to a user File 365 Gallery Video Tutorial Setup and Configuration 1. Connect Salesforce and Microsoft 365 (Azure AD)2. Multiple tenants and SharePoint Site locations3. File 365 User permissions and licenses4. Set up SharePoint Location: Sites and Folders5. Set up File 365 in the User Interface6. File 365 Document Templates7. File 365 Administration
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 7 What are the prices for FILE 365? 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? How to adjust the number of licenses Can I also pay monthly per user? How to change your free trial to paid subscription
FAQ 14 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? Where are my files stored? 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?