Knowledge Base

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Guides, tutorials and answers for admins and users of File 365.

Popular: Installation Assign a license Upgrade your package Renew Client Secret

New to File 365?

Start here: set up in five steps

1 Install from AppExchange Add File 365 to your Salesforce org. 2 Connect Microsoft 365 Link Salesforce to Microsoft Entra ID. 3 Permissions & licenses Give the right users access. 4 Choose your structure Set up SharePoint sites and folders. 5 Add to your pages Place File 365 on record pages. Done!

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Manuals and videos

File 365 Set Up Manual (PDF)

File 365 User Instructions (PDF)

Set Up Video Tutorial

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Setup & configuration

For admins

Multiple tenants and SharePoint site locations

Automatic folder creation

File 365 Administration App

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User instructions

For everyday users

Edit SharePoint files directly from Salesforce

Upload files in Salesforce to SharePoint

Organize your files with subfolders

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Licenses & billing

Prices and subscriptions

How to adjust the number of licenses

Change your free trial to a paid subscription

Can I also pay monthly per user?

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FAQ

Quick answers

Where are my files stored?

Is File 365 suitable for me?

Is there a storage limit?

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Updates & maintenance

Keep File 365 up to date

How to upgrade your File 365 package

How to renew your Client Secret

Release notes

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What's new

No more file size limit

The latest version removes the 11 MB limit for uploads from Salesforce. Upgrade your package and File 365 no longer limits the size of your uploads.

How to upgrade Release notes

Coming next: a Microsoft Teams team per record. See the roadmap

Video tutorials

Set up File 365

Using the file gallery

Can't find what you need?

Our support team is happy to help. Prefer not to do the setup yourself? We can take care of the full implementation.

Contact support Implementation help